Taxation & Tax Planning

Tax decisions need to make economic and business sense. We help our individual and business clients understand their tax liability. We guide them with income tax planning, preparation, and compliance. We also prepare our clients and provide cash flow management services to make taxes a regular expense like a utility bill rather than a year end financial shock. We believe that to build true wealth you have to pay income taxes. However, we also believe in using our tax knowledge to utilize the tax incentives provided by Congress. We have experience with working with all types of business entities and specialize in the following tax services: 
  • Taxation of High Net Worth Individuals
  • Entity Choice
  • Partnerships & LLCs
  • S Corporations, C Corporations, IC-DISCs
  • Estates & Trusts
  • Real Estate Transactions including 1031 Exchanges
  • Complex Tax Research & Tax Planning
  • Compensation Planning
  • Mergers & Acquisitions
  • Non-Profit Tax Compliance
  • Income Tax, Estate Tax, Gift Tax, Sales & Use Tax, Property Tax, Payroll Tax & Fuel Tax Preparation & Compliance ​

Wealth Creation

We aren't only tax accountants; we are business accountants.

Consulting & Advisory

Our clients come to us because they're looking for answers to their problems.

Estate & Trust Planning

We want our clients to leave a legacy.

Virtual CFO & Accounting

Proper accounting lets you plan, evaluate and grow.

Technology & Systems 

Building systems and procedures increases efficiency, productivity and your net worth.