Realize your Dreams
We are a team of highly accomplished, professional accountants working to provide comprehensive personal and business tax advisory services.
To win a regatta, a rowing team must work collaboratively to steer and power the boat quickly and efficiently to the finish. Independently, each rower is powerful, but it takes a collective effort working in harmony to achieve the goal. Realize can provide the balance, precision, and expertise you need to reach your goals. You know where you want to go. Let us help you get there.
Our Services
Individual Tax Planning
A proactive and thoughtfully crafted tax plan can greatly impact income generation, asset protection, and tax minimization.
Estates, Gifts & Trusts
Regardless of the size of your estate, you need to consider the most tax efficient and thoughtful way to transfer your assets to ensure that your family and financial goals are met.
Client Accounting Services
Ensure that your financial obligations are met and track your investments with a statement of net worth.
Business Tax & Planning
We provide your company with meaningful business advice and make certain you are taking advantage of the tax saving opportunities.
Tax News & Tips
New Rules for Federal Non-Employee Compensation Reporting
Starting in 2021, any business, including sole proprietors, regardless of size, that pays at least $600 for services performed for their trade or business by a person who is not an employee is required to file Form 1099-NEC for tax year 2020 and all years going...
Must-Know Year-End Tax Planning Considerations for 2020
Everyone will agree that 2020 has been one of the most unusual years we have ever experienced. Many are relieved that the year is quickly coming to a close. With Joe Biden winning the Presidential election, year-end tax planning has become more important than ever....
Choosing the Right Entity Classification for Your Business
Has Sheltering-In-Place given you the time to brainstorm some new business ideas? Entity selection and the resulting tax consequences are hot topics, and we can help! The best entity choice is one that satisfies your nontax objectives, while maximizing any current and...