Overview.
Our team of experts, each highly accomplished in their respective fields, work together to provide you with a holistic portfolio of the services that perfectly fit your needs and can help you achieve your goals.
As a TPI client, you are encouraged to reach out with any questions at anytime – we are more than happy to answer your questions as we work together to shape and nurture a thriving financial portfolio.
Since our founding in 1994
Our services have expanded beyond straightforward accounting to include:
- Tax Planning
- Tax Minimization Strategies
- IRS Audit and Tax Resolution
- Estate and Trust Tax Planning
- Accounting
- DCAA
- Financial Planning
- Retirement Planning
TPI clients are your friends, neighbors, and colleagues. We work with lawyers and doctors, government contractors and IT consultants, small business owners and CEOs. We also work with a variety of SMBs and large companies, including financial institutions, construction companies, retailers, and multinational corporations.
Trusted by the world’s fastest growing companies:
Our Values.
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