Agent Or Representative

We have the experience and expertise to provide the excellent service you deserve.

To The Agent Or Other Representatives:

We understand your top priority - that you and your client receive the highest level of service. Founded in 1948, we have built a strong reputation serving high profile clients, including professional athletes, musicians, and entertainers. We understand the importance of confidentiality and the value of relationships.

We are an independent CPA firm and do not accept any type of referral fees from the organizations we, or our clients, do business with (i.e., insurance agents, investment advisors, mortgage brokers, etc.). Since we do not work on commission, we are able to maintain our objectivity and integrity, and along with the quality of our work, have built the reputation and success that we enjoy today.

Your client's peace of mind that their taxes are being managed accurately and professionally is our primary goal. We are confident you will not only find us a valuable part of your team, but a loyal and dedicated part of your network.