• Have you realized BIG gains from Business, Practice, Real Estate, Stocks, or Crypto Investments?
• Have you outgrown your CPA or EA's impersonal tax preparation services?
• Are you frustrated from paying almost half of your income in taxes and looking to dramatically reduce your taxes?
• Is your CPA too busy to return your calls to answer your questions or advise you on tax planning and reductions?

We are a full-service boutique tax, accounting, and financial firm with a team of CPAs, a Tax Attorney and a CFP focused on servicing business and practice owners across the country. We provide:

• Personal, Business, and Trust Tax Preparation and Compliance
• Advanced Tax Reduction Strategies and Proactive Tax Planning
• Complete Business Accounting, Finance, and Virtual CFO Services