Small Firm, Big Difference... We succeed when you consider us a member of your Personal Board of Directors and not simply CPAs. We provide traditional accounting and tax services. We specialize in wealth management and consulting closely-held businesses and high net worth individuals. The firm has two office locations; Nantucket, Massachusetts, and Edina, Minnesota. The firm was founded in 1996 on Nantucket, MA. The Minneapolis office was opened in 2000.