Our mission is to help our clients create and maintain financial security.

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. Personal attention and high quality service is at the core of our philosophy.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

We know you work hard for your money...we're committed to helping you keep it while guiding you towards a secure financial future.

Here's some information about our partners:

DAVID W. LEVENTHAL, CPA - David brings a wealth of knowledge and over 20 years of experience to provide our individual and small business clients with the financial guidance necessary to lead them in the creation of secure financial futures and long-term peace of mind. David is direct and to the point. If you're serious about creating a secure financial future, David will definitely help you get there.

RONALD G. OGULNICK, CPA - With over 20 years of experience, Ron specializes in planning for tax minimization and tax preparation. His approach to taxes is "strategically aggressive," which means using the nuances of the tax code to be sure our clients are paying the lowest tax allowed by law. Although audits are few, Ron has an excellent track record when defending clients facing a tax audit.

THOMAS V. CAJKA, CPA - Tom is our entertainment business management specialist and small business outsourced CFO. Tom has over 25 years of experience running the financial machines of entertainment clients and small businesses. Tom will take all the hassles away from your financial management so you can do what's best for you: Focus on your business and career while letting Tom handle the day-to-day financial details.