Business Details
We founded our boutique accounting firm in Naples, Florida in 2006 to serve clients with complicated tax, business, and accounting matters. Our team brings decades of Big 4 background and technical depth to every engagement for a cost-effective, client-focused experience. We operate exclusively on referral and by appointment only to ensure individualized attention for each client. Our leadership employs a collegial, one-team approach to deliver unrivaled service tailored to high-net-worth families and closely held business owners. Founder Daniel Brown, a third-generation CPA, leverages decades of technical tax experience and a family legacy in the profession. Partner Larry Martin holds CPA, CFA, and CFP designations, providing sophisticated tax strategies and integrated financial solutions.
Our CFO Audrey Niesen contributes over 20 years of leadership across corporate finance, FP&A, regulatory compliance, and strategic operations. COO Meghan Harlem optimizes daily operations to ensure seamless delivery of our boutique, client-focused accounting services. Tax Director Natalie Gacon, MBA, CPA, enhances our technical capabilities with specialized tax expertise. We coordinate tax planning, compliance, business operations, financing decisions, and multigenerational wealth matters for our clients. Our work includes complex income tax filings, IRS and state tax resolution, and closely held business advisory. We commit to bringing clarity, structure, and strategy to the financial decisions affecting our clients' businesses, families, and future generations.
Our CFO Audrey Niesen contributes over 20 years of leadership across corporate finance, FP&A, regulatory compliance, and strategic operations. COO Meghan Harlem optimizes daily operations to ensure seamless delivery of our boutique, client-focused accounting services. Tax Director Natalie Gacon, MBA, CPA, enhances our technical capabilities with specialized tax expertise. We coordinate tax planning, compliance, business operations, financing decisions, and multigenerational wealth matters for our clients. Our work includes complex income tax filings, IRS and state tax resolution, and closely held business advisory. We commit to bringing clarity, structure, and strategy to the financial decisions affecting our clients' businesses, families, and future generations.
Highlights and features
- We provide Big 4 expertise since 2006.
- Our partners hold CPA, CFA, and CFP designations.
- We operate exclusively on referral for individualized attention.
- Our team includes third-generation CPA and 20+ year executives.
- We resolve IRS and state tax controversies effectively.
Services
Tax Planning & Compliance
We develop sophisticated tax strategies for high-net-worth families and closely held businesses to minimize liabilities and ensure compliance. Our Big 4 experienced partners integrate federal, state, and local regulations into comprehensive planning. Clients receive proactive guidance on income tax filings, business operations, and financing decisions year-round.
Business Advisory
We advise closely held business owners on operations, financing packages, and strategic decisions to drive growth and stability. Our team leverages decades of technical depth to structure bank financing and capital solutions. Clients benefit from a trusted advisor who coordinates financial clarity across business and family interests.
Multigenerational Wealth Planning
We design integrated financial solutions for multigenerational wealth transfer, preservation, and family governance. Our partners hold CFA and CFP credentials to align investment strategy with tax efficiency. Families gain a dedicated family CFO providing clarity, structure, and long-term strategy across generations.
IRS & State Tax Resolution
We resolve complex IRS and state tax controversies through experienced representation and strategic negotiation. Our third-generation CPA founder personally leads resolution efforts for audits, collections, and disputes. Clients achieve favorable outcomes while minimizing financial disruption and future tax exposure effectively.
Integrated Financial Planning
We deliver comprehensive financial planning by combining CPA, CFA, and CFP expertise for individual and fiduciary clients. Our collegial one-team approach coordinates tax, investment, and estate strategies seamlessly. Clients receive holistic advice that aligns financial decisions with long-term personal and family goals.
