We believe in building long-term relationships with our clients to provide ongoing support and consultation to help businesses prosper.
We provide tax, accounting, financial planning and consulting services to individuals, companies, and professional service firms including physicians, dentists, lawyers and technology-driven companies.
We work with our clients to create bespoke financial plans that work short-term and long-term.
From starting a family, to buying your first home, to preparing for retirement, we can help you plan and prepare for all of life’s important adventures. No return is too large or too small for experienced team of CPA’s.
Thinking about buying and selling a business? Or perhaps you need a hand preparing your books at tax time. After all the hard work you put in each year, let us help you avoid paying high taxes and reap the rewards you deserve.
The best way to avoid paying unnecessary taxes is to start with a smart plan. Reach out today to learn more about how we can help you manage and prepare your finances to be as tax efficient as possible.
Estate planning can be tricky with wills, trusts, and exemptions to consider. Rely on our experienced professionals to help get the money to the people and places that you love most.
As you approach retirement age, let us help guide your transition into retirement. We can work together to clarify your goals and determine the best timing so you can sit back, relax and reap the greatest rewards.
Every business—from sole proprietors to multinationals, high-growth startups to not-for-profits—needs a bookkeeper. More than just dealing with the administration of managing and documenting transactions, high-quality bookkeeping services are the foundation of any successful business or enterprise because they implement and maintain a consistent tracking, paying and reporting that strengthens the health of the business.
Our Assurance team is highly trained and committed to providing statutory and regulatory audits of the highest standard. We aim to exceed client expectations, by continuously reviewing our own effectiveness and efficiency, and by maintaining close communication with the client throughout the audit or review engagement process.
Our team consists of a group of professionals that have chosen to practice in a small firm environment, after having worked in larger professional services firms. We are able to provide a more caring and impactful service, while maintaining large firm technical quality and advice.
The firm was founded by Jonathan Ronkai under a predecessor name in 2009, and has grown significantly thanks to the support of a wonderful client roster. Jonathan specializes in tax for owner/manager businesses, with estate and financial planning expertise focused on that client profile.