Client Resources

Client Resource Team

We are 100% committed to bridging the gap between traditional accounting services and your operations.  

Rich Dunham, Director of Customer Operations, is always just a phone call or email away.  Whether a client of ours or not, please feel free to schedule a session to review your current operations and how to build a plan for success!

Free One-on-One Session

Tax Planning and advice

For entrepreneurs, their business is their biggest asset.  Our tax team is here to assist in reviewing prior year returns, creating a tax strategy for 2020 and beyond, as well as reviewing overall corporate structure to make sure you are set up for success!

Tax Planning Session

Boston, MA

One Boston Place, Suite 2600

Boston, MA 02108


Philadelphia, PA

809 N. Bethlehem Pike, Suite E

Lower Gwynned, PA  19002



50% Complete

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