From completing your corporate year end, to tax and estate planning, wealth management, financial planning, and beyond - we specialize in helping you integrate and simplify both your personal and professional financial life.
Proactive. Not reactive.
We want to get to know you and learn what's important to you. It provides us the perspective we need to offer the best solutions to help you reach your goals.
Laying the foundation for success.
Your business is one of your most important assets. We help ensure that you protect and grow that asset so you can focus on what matters most, running your business.
Growing with you.
We take an integrated approach to financial planning by collaborating with you and our team of accountants and financial advisors to help you get to where you want to be.
You shouldn't have to navigate your business' finances on your own.
David founded the firm as a sole proprietor in 1995. David recognizes that taxes, accounting and financial planning go hand in hand. He assists clients in building strategies to achieve their financial goals.
Andrew has a wealth of experience and knowledge with small to medium sized companies. He brings an additional corporate perspective to the firm and provides tax minimizing strategies and advice for growing businesses.
Adam has 10 years of experience in providing tax and accounting services across many professions and industries. He brings a vast knowledge of new and effective strategies for helping clients start and grow their businesses.
Bob has worked in banking and finance planning for the last 28 years. He has been working at Infinite to provide an integrated approach to financial planning with the firms clients, working to provide clients financial success and freedom.
Fill out the form below and let us know how we can help simplify your financial life and someone from our team will be in touch with you shortly.