Tax work with benefits
Ryan R. Hart CPA/PFS, CFP(R) AIF(R) CEPA
Specializing in personal tax optimization for small business and real estate owners, health care professionals, and retirees. Specialties include estate and trust planning & consulting.
Currently accepting local clients for tax compliance and planning services.
Need to file for 2024? Click "Learn More" and schedule and appointment.
Need Monthly Bookkeeping or Fractional CFO Services? We do that, too.

Our Services
We offer a range of services to help small businesses thrive and succeed in today's competitive market. Our services include tax planning and preparation, consulting for trust and estate planning and strategic and long-term exit planning for business owners.


Tax Compliance and Planning -Optimization
Real Estate , Physicians, Accounting and More
We help businesses minimize their tax liabilities and maximize their tax efficiency over the years. We help clients make informed decisions about their investments, retirement, and estate planning. Ryan has many years of experience working for doctors, dentists and other healthcare practices; and is a great fit for healthcare professionals with busy lives. Our consulting and exit planning services assist business owners in developing strategies for successful outcomes no matter what the goal.