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Tax-Focused Financial Planning for Executives

When It Comes To Who You Trust With Your Tax and Financial Services...

Experience Matters!


- Established 1977 -


From professional tax services to personalized wealth management strategies, our profound commitment is to serve your needs.  

Our ability to apply our knowledge and experience consistently, professionally and personally has brought us the success that matters most to us: highly satisfied clients and enduring client relationships. 


Experience      |      Trust      |      Service

Combining experience with new ideas means better results for you.

Combining experience with new ideas means better results for you.

Let's talk about how we can help you reduce taxes and provide insightful wealth management strategies.


Michael A. Procaccio, EA, MBA

Michael A. Procaccio II

Investment and Retirement Planning

We work closely with our clients to understand their unique needs in order to develop a plan that suits each individual.

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Business Services

Let us take care of your business tax requirements so that you can concentrate on making your business more profitable.

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Individual Tax Services

With over 100 years of collective tax experience, we know how to make the tax laws work for you.

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