Approachable Expertise. Ongoing Support.
Under a flat-rate fee model that encourages an open line of communication, we are your core team of trusted tax advisors through all your life and business milestones.
From entrepreneurs and high-net-worth professionals to families planning for generational wealth, our expert tax advisors provide customized tax strategies, trust and estate planning, and business tax consulting to help you build financial security and growth.
Our yearly flat-rate fee includes:
Preparation of your federal and state tax returns
Preparing quarterly projections and estimates
Year-round tax planning and consulting
A comprehensive suite of services designed to support your unique situation.
Tax Services for Individuals
A wide variety of tax services, including tax preparation and compliance, estate and trust planning, and tax optimization. Our goal is to proactively help you minimize liabilities, maximize growth, and safeguard your wealth for generations to come. Whether you strive to preserve your wealth, give back to the community, or create a legacy for the next generation, we will help turn your vision into a reality.
Tax Planning & Consulting for Businesses
Whether you’re a startup, maintaining your business as is, or expanding in the near future, tax planning is the key to successfully reducing your tax liability in a legal way. That’s why we offer proactive solutions to ensure your tax strategy is continuously in alignment with your business goals throughout the year.
From sole proprietors to large corporations, we get to know our clients on a more personal level to identify potential risk areas and propose tax strategies that continue to serve you as laws evolve and your business grows.
Trust & Estate Planning
Sound strategies for your unique situation and long-term goals to protect your wealth and ensure legacy wishes are fulfilled while minimizing tax impacts. Through your personal goals of today and into your needs of tomorrow, we are here for you.
Discover what it’s like to work with a tax consulting firm that’s about more than just the numbers and focused on you and your individual needs.