Founder David Schneyer, CPA, CFP, has more than two decades of experience in the industry. Martin Schneyer, attorney-at-law, adds over 30 years in the areas of estate planning and preparation of wills and trusts, and he launched his career as a CPA with the Internal Revenue Service. The company operates on three pillars: tax preparation, planning, and issue resolution; personal financial and estate planning; and small business accounting with attention given to payroll management and compilations. Clients consist mainly of individuals/families, small business owners, and independent professionals.