Bold Solutions for Your Business: Bookkeeping, Accounting, Attestation, Tax, and Advisory Services How Can You Grow Your Company? Build a Strong Foundation Personal and Business Planning Are You Ready to Start a Business? Maximize Your Finances: Tax, Wealth Management,
Retirement and Estate Planning
Can You Achieve Your Financial Goals?
Relationships that Work: Strategic Partnerships and Referrals Do You Have Advisors You Can Trust?

For almost 25 years, our mission has been to provide clients at all life cycle stages with better service and bold solutions to manage their businesses and grow their wealth. We’re proud of our long-term relationships, supporting clients through their biggest personal and business challenges. We provide a full-range of services, tailored to each client’s specific needs.


Bloom-Schon News

New this month:

Earlier is better when it comes to working on your taxes but many people find preparing their tax return to be stressful and frustrating and wait until the last minute. Complicating matters this year is tax reform and the newly redesigned Form 1040. If you’ve been procrastinating on filing your tax return this year, here are eight tips that might help.

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Accounting & Assurance

Accounting and Advisory


Our accounting team provides a wide array of services focused on helping businesses and their owners make well-informed financial decisions and better manage and grow their business.


Tax Preparation


Our in-depth knowledge of tax laws means we go beyond tax preparation, advising clients on beneficial tax strategies to reduce their current and future taxes and preserve their wealth.

Business Advisory

Business Advisory


Whether a business is a start-up or ready for an exit plan, we offer industry-specific guidance, innovative strategies, and bold solutions tailored to its unique goals and challenges.

Personal Advisory

Personal advisory


We provide entrepreneurs and high net worth families with comprehensive services to help them manage their finances; plan for the future; and protect, grow and transition their wealth.