Services

The fear of losing assets is a growing concern that many have. We have been advising our clients how to diversify and protect their assets for years.

One size definitely does not fit all when it comes to structuring great asset protection, let us tailor something specifically for you.

International tax matters can be subtle and require advanced skill and knowledge. Because of these difficulties many firms shy away from doing international work. But why would we be interested in turning away some of our most interesting and loyal clients?

We are proud of our clients and the tax savings that we have brought them over the years.

Death and Taxes may be certain, but they don't have to go together.

Plan with intelligence and the inevitable will not be a fiscal nightmare for your friends and family. We are honored to say that many of our clients and their loved ones have chosen us to guard their estates, and we would be proud to do so for yours as well.

"If I had six hours to chop down a tree, I'd spend the first hour sharpening the ax."
- Abraham Lincoln

Being prepared for an upcoming tax deadline is relieving, saving you time and money. Additionally, with our premier Tax Preparation & Planning you can intelligently position your assets so you can maximize growth and minimize expense. We've been providing these services for over 35 years to businesses, individuals, and other CPAs who depend on our experience, knowledge, and contacts.

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- Unknown

In a world of search engines, and online access to public records, some have been targeted by unscrupulous individuals. When purchasing property, or starting a business, protecting your financial privacy just takes a few extra steps. Let us be your guide.

There is a time to be seen, and a time to be invisible.

“A project is complete when it starts working for you, rather than you working for it.”

• Scott Allen

Getting off on the right foot, will save you time and money once your new business becomes established.

"When it rains, it pours."
- Unknown

Ponzi schemes and foreclosures can have unexpected tax ramifications—don't let them catch you off guard. We can help guide you out of the storm, or help you avoid a mess before you are caught in it.

"A good sketch is better than a long speech."
- Napoleon

In other words, communication requires visualization. While many questions can be resolved with a simple telephone call, others require a "sketch."