One Relationship. A Broader Perspective.

 

Complex wealth often involves a network of professionals, from attorneys and investment advisors to bankers, insurance professionals and business advisors. We believe your CPA should be an active part of that team.

 

By understanding both your personal and business financial picture, we can help connect the dots, identify issues that may otherwise be overlooked and provide continuity as your circumstances evolve. Whether you are growing a business, preparing for a transaction, transferring wealth to the next generation or thinking about the legacy you want to leave, our goal is to help you approach each decision with greater clarity.

 

Contained river placeholder

Our Solutions

  • Individual & Fiduciary Tax Compliance
  • Tax Planning & Projections
  • Estate, Gift & Trust Planning Coordination
  • Closely Held Business Owner Planning
  • Liquidity Event Planning
  • Personal & Trust Financial Statements
  • Family Office Support
  • Philanthropic Planning Support
  • Next-Generation Education & Transition Planning

Who We Serve

Our Private Client Services are designed for individuals and families whose financial circumstances require a more coordinated and proactive approach, including:

High-net-worth individuals and families navigating complex tax, estate, trust and wealth considerations.

Entrepreneurs and closely held business owners whose personal and business financial lives are closely connected.

Individuals and families with legacy wealth focused on preserving assets, transferring wealth thoughtfully and preparing the next generation.

Contained river placeholder

Learn More About Our PCS Team

Eric S. Fletcher, CPA

William (“Billy”) H. Thomas IV, CPA

Michael R. Ioffredo, CPA

Allison M. Swanberg, CPA, MT

Alexander B. Tuvin, CPA

Featured Articles

View More Stories

July 22, 2026

Estate Planning in a New Era: Protecting Family Wealth Across Generations With Dynasty Trusts

For families focused on long-term wealth preservation, dynasty trusts can be a powerful planning tool. When properly structured, these trusts…

Read More

March 18, 2026

Tax-Saving Estate Plan Strategies: Consider a Charitable Remainder Trust

If you’d like to benefit your favorite charities while creating an income stream for yourself or a loved one, consider…

January 21, 2026

Estate Planning Is for Single People, Too

Everyone should have an estate plan — including single people with no children. For married couples, the law generally assumes…

May 22, 2025

5 Common Estate Planning Traps to Avoid

It should surprise no one that we all need an estate plan. A well-crafted plan helps ensure, among other things,…

Business man smiling at the camera

Connect With One Of Our Specialists

Our accounting specialists have extensive experience in the field and are pleased to offer you personalized service. Contact us today to schedule a consultation.

Contact Us