who are we?

At Praesidium we are a family owned business aiming to balance integrity, expertise, and generational thinking amongst our team and to our clients. Our goal is to offer a level of warmth and stability to those of you who trust us with your financial matters. Ethical and excellent behavior is strongly valued within our company to ensure we go above and beyond to service you to the best of our ability.

As a family-owned tax advisory firm, our culture is built on integrity, treating every client’s financial future with honesty and accountability. We view our clients as long-term partners, working together to build and protect generational wealth through smart, strategic planning.  While we honor the care and loyalty of our family roots, we hold ourselves to the highest professional standards in every interaction. By embracing innovation and empowering our clients with knowledge, we create lasting value for both our family and theirs.