Boutique scale Mid-market accounting and tax advisory firm with a lean team of 11-50 employees positioned to deliver personalized service while handling complex national scope opportunities.

National reach Serves clients across the United States from offices in Providence and Boca Raton, offering state, federal and international tax, audit, and advisory services ideal for firms seeking cross-border or multi-state compliance.

Full service mix Capabilities span tax planning, estate and wealth preservation, business valuation, outsourcing, strategic planning and consulting, presenting cross-sell opportunities to existing clients.

Growth potential Recent expansion to Boca Raton and a steady client-growing trajectory suggest readiness to onboard new clients from growth sectors or firms seeking boutique-style, responsive advisory.

Tech enabled Leverages cloud and web-based tools (Google Cloud, Analytics, Microsoft, Wix) to support scalable delivery, enabling data-driven insights and potential upsell of technology-enabled outsourcing and advisory services.