Firm Profile

The principal, Lillian Gonzalez, has been in business for over 25 years, and is following a progressive vision of expanded client services. A driving force in the addition of services has been the increased needs of a client base that requires more planning and a holistic approach in order to meet both family and financial needs in the current economic environment. With four professionals, the firm delivers integrated services including tax, financial, estate and retirement planning. As we follow life’s transitions with our clients we find a growing need for advice with regards to asset protection, Medicaid and tuition planning. We provide multistate tax service to many clients that have retained our services although moving out of state.

The firm has extensive experience in the area of tax and financial planning for same gender and unmarried couples. Advisory services are provided with the sensitivity and understanding that decisions are not only made from an economic perspective but with consideration of emotional factors as well. Our approach is to provide our clients with sufficient resources in order to make the best decisions for themselves and their families. We provide tax and financial planning services to over 900 individuals, 50 trusts and 50 partnerships and corporations.

The firm has specialized in the area of nonprofit accounting, audit, tax and compliance. We perform audits, reviews and compilations for over 70 nonprofit organizations. As a firm we believe that we are large enough to handle almost any engagement yet small enough to provide our clients with personalized service. We use a constructive approach in all engagements. For example, as a result of acquiring in-depth knowledge of client financial and administrative procedures, we often recommend improvements for more efficient operation, stronger financial structure and improved accounting and administrative controls. Our philosophy and practice is to blend the technical, the practical and the business approach in each engagement. We are mindful of our client’s focus on providing direct service yet meeting the needs of greater transparency, disclosure and compliance relative to organizational practices.

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 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.

Lillian Gonzalez, CPA, MST, CSEP, CSRP, ADPA, CDFA