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We are a team of CPA’s, consultants, enrolled agents, certified bookkeeping specialists and technology professionals. Our blend of professional backgrounds provides us the ability to deliver custom incentives solutions to each project.

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We identify and deliver tax strategies and solutions that enhance our customers’ bottom line. Our focus is to increase the profitability of our clients by utilizing over twenty years of tax knowledge and experience.

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We use our People, Processes, and Technology to assist our customers in maximizing tax benefits that are available to them.  

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We are confident in our ability to provide services that will address your needs and look forward to the opportunity to earn your trust.

What Our Clients Say

The personalized service is outstanding! I feel confident in their advisory skills and they have done an excellent job of assisting with not only financial needs but recommendations for the good of the company.
Yazdan Irani – CEO, AVR.
The processes they developed has allowed us to maximize our benefits. We like the ease of use and the ability to participate in key credits, we would have not considered in the past. 
Fernando Ortiz – President, Elevator Controls.
They have assisted us with many state & local tax issues. Their experience with credits, incentives and multi-state issues has been valuable to Sunset Moulding.
Wendy Forren – Controller, Sunset Moulding.
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