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Whether it's tax, estate planning, real estate, property and casualty insurance, or even home renovation, we have developed relationships with local professionals that we trust and can refer to you when you need their services. We don't offer or accept any referral fee from these trusted professionals.

Our firm is co-located with Nelson and Pelura LLC. It is a leading, full-service accounting firm that specializes in accounting, tax, and advisory services for both individuals and small to medium-sized businesses.