Are you a successful business owner and totally frustrated by the amount of taxes you pay every year?

The truth is, the world is full of accountants who do little more than record history, putting the “right” numbers in the “right” boxes on the “right” forms by the “right” deadlines to keep you out of trouble. But then they call it a day.


Want to see what real tax planning can do for your situation?


Are you confident you’re taking advantage of every tax break you deserve?

Tax preparation and doing the company's financials (compliance work) is not a substitute for tax planning.

Strategies included in our Team-Based model focus include, but are not limited to:

  • Tax Mitigation strategies
  • Cost Remediation
  • Key Employee Retention
  • Private Reserve Programs
  • Restricted Property Trusts
  • Buy-Sell and Business Continuity Solutions
  • Succession Planning
  • Retirement Cash Flow Maximization
  • Premium Financed Life Insurance
  • College Funding
  • Independent Investment Services