About Accounting Doctor
We provide planning and advice through a relationship with a dedicated financial advisor.
Our experienced advisors provide advice on financial topics and can create a personal financial plan and investment strategy for you that can adapt to changes in your life.
With us, you’ll always have choices.


We value serving small and large companies, giving back to people, and creating a positive difference in people’s lives.
What We Offer
Our services are a unique blend of comprehensive financial planning, long term retirement planning, tailored investment management, tax-smart asset allocation, risk management, tax advisory, estate planning, and college planning with a long term focus on you and your goals. We offer concierge-level Wealth advisory geared to your specific needs through life transitions. In many cases, we serve as a multi-generational family office and become a trusted advisor as you manage and transfer assets and investments between generations.

Elite Tax Services

General Insurance Policies

Employee Retention Tax Credit
Contact Us
We look forward to working with you. Please let us know how we can assist.