CPA and Financial Advisors | InTandem Wealth & Tax

Trusted CPA and Financial Advisors

Investing is complicated. Taxes are painful. Keeping them separate doesn’t help you. Integrate your money professionals and leverage the rewards.

Let’s work together to integrate your finances, reduce your tax burden and align your financial goals and strategy.

Financial Continuity Brought to Life with Expert Tax Strategies

Your Financial Advisor and accountant have different priorities and neither of them have the full picture of your finances. This can leave you in the middle, bouncing back and forth between them. As a result, you are likely paying too much in taxes, leaving less money to be invested. Someone as successful as you deserves better.

InTandem has an experienced team of Financial Advisors and tax experts working together to integrate your financial services and help you gain financial opportunities. We offer equal parts wealth and tax. Contact our team to learn more today.

Who We Are
(Your A-Team)

We don’t call the experts; we are the experts.

Together, we have over 100 years of experience. We are CPAs, CFPs®️, CRPCs, and FAs who work for you as a team, not as individual advisors. Our combined expertise gives you access to comprehensive financial, retirement, tax, business, estate planning, and tax preparation services—only one email or phone call needed.

Strategic Wealth Tax Planning | InTandem Wealth & Tax

Free Tax Return Review*

Wondering if you are paying too much in taxes and have a portfolio exceeding $500,000? Contact us to start your free tax return review today!


*Free tax return review is available for qualified individuals only.

Who We Help
(Not Just Your Rich Uncle!)

You deserve a team of professionals who work together on your behalf. Who give you their undivided attention. Who make sure you don’t pay excess tax or miss investment opportunities. If your financial life is draining your time, we can help. We offer successful individuals and business owners the ‘rich uncle’ level of service!

Tell Us About You
(Select All That Apply)