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Less is more

Our mission is to reduce your tax liability.

Simply put, every tax problem has a solution. We focus on the details so you can focus on what matters.

Our primary goal is to provide insightful advice so that you can make informed decisions. Tax planning is at the center of everything we do and a key part of how we educate our clients. We dedicate an equal amount of time to planning as we do tax preparation to minimize your tax implications. Our team of CPA’s, tax preparers, and financial professionals work holistically to serve individuals and business owners with a net worth of $2 million or more.

Tax Planning

We understand the complexity of building wealth while navigating taxes: Tax Planning for high net worth individuals • Alternative minimum tax planning • Multi-state tax planning • Estates and trusts • Strategic tax planning for businesses • Business succession planning • New entity selection

Tax Return Preparation

With proper planning, tax preparation is straightforward: Individual Tax Returns • Estate and Trust Tax Returns • FBAR (foreign account reporting) • Final Returns for the Deceased • Corporate and LLC Tax Returns • Business Property Tax Returns

Business Evaluation

Analysis of your business structure to secure tax advantages now and for years to come — including new business advisory and structure changes prior to selling your business.

Gift Tax Consulting

Gift tax laws are likely to change in the near future. Our team will help you achieve advantageous tax benefits with your gift strategy for children and family members — now and after any changes to tax law.

IRS Problem Resolution

If you receive the notice in the mail that there may be an issue, we will be your partner.

A coordinated strategy for tax and investment.

Your tax team’s goal is to reduce your taxes this year while your investment advisor is working to maximize your financial returns for next year and beyond. We combine the strategies of your tax advisor and your investment advisor to coordinate long-term investment and on-going tax management.