Less Paperwork and More Peace of Mind

Comprehensive services that empower organizations to thrive in today’s dynamic marketplace.

Over the last 30 years, CTBK has established itself as the premier advisor to closely-held and family-owned enterprises in the areas of attest, tax-planning, business advisory services, and financial reporting. Our firm prioritizes an advisory-forward relationship, where accurate and timely financial reporting and filing are a byproduct of regular and proactive strategic guidance.

At our firm, we deliver innovative solutions designed to drive growth, enhance profitability, and maximize success for our clients. We understand that no single individual can be an expert in every nuanced domain our clients encounter. Our one-team approach seamlessly integrates specialists from within our firm to address the nuanced and complex challenges your company may face. This collaborative strategy ensures you receive the most comprehensive and expert guidance tailored to your unique needs.

What we’ve learned from our clients has resulted in a growing suite of non-traditional business lines that help support our clients, including fractionalized CFO and CIO, cybersecurity experts, M&A Advisory specialists, and succession planning. Trust CTBK to help you navigate the complexities of your business – whether it is a startup, an established enterprise, family office, or nonprofit.

  • Attest
  • Tax Planning
  • Business Advisory Services
  • Financial Reporting.

From startups to established enterprises,

We provide innovative solutions that drive growth, enhance profitability, and maximize success for our clients. Trust CTBK to be your trusted partner in navigating the complexities of financial management and achieving your business goals.

Whether it’s corporate or individual tax filings, we’re known to be numbers people, so leave the math, the filing, and the planning, to us.

We want to help you reach your business goals, and then raise the bar even higher. Along the way, we’ll provide creative solutions to hit those revenue goals while controlling costs.

Advisory Services

Our advisory services have grown from solving real-world problems for our clients outside of the scope of a typical tax and attest firm. We’re always adding new solutions, eager to take on the next challenge.

Our affiliation with Landmark Wealth Management is part of that commitment.

Landmark Wealth Management is an SEC-registered investment advisor (“RIA”) firm dedicated to helping their clients reach their financial goals. As an RIA, the firm works in a fiduciary capacity on behalf of high net-worth individuals and families, institutions and nonprofit organizations throughout the country. Landmark’s services include Investment Consulting, Retirement Planning, and Tax, Estate and Generational Wealth Planning.

While we have many affiliations, we also work in coordination with clients existing outside relationships including attorneys, investment advisors, and other advisors.

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