Tax & Bookkeeping

“The tax consequences of wealth are often the most challenging issues a family faces. We take tax planning and client financial administration seriously through a program that is designed to center on minimizing potential liability for complex transactions. We provide this experience in addition to cash flow management, bookkeeping, bill pay, regular “roll up” reporting and even the preparation of form submittals.” – Jennifer Kirksey, Managing Director of Wealth Operations

How We Help


The successful execution of a family plan relies on thoughtful execution in every area. We provide in-house tax* planning, return preparation and tax payment services alongside bookkeeping and bill pay. Our goal is to give you an accurate and timely snapshot of your financial picture.


In the ever-changing realm of tax law, we understand the tax issues that affect you and your family. We use our expertise in tax planning to provide comprehensive and proactive tax services that minimize your tax burden while maximizing compliance with the law.


Our team offers a highly effective, sustainable service designed to meet our clients’ day-to-day bookkeeping and bill pay needs. We provide administrative support to ensure timely payment of financial obligations and detailed reporting.