This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.

Our Mission

To provide Tax Planning that puts you at ease!  Having enough money to reinvest in your business.  Tapping into an ongoing supply that can fund your retirement.   Enjoying life more, knowing you have discretionary monies to do so.  And that’s only the beginning.  You will save more money on taxes than you ever imagined!

Our Core Values

Humility · Integrity · Respect · Excellence · Understanding · Service


Specialty Areas

  • Corporations (C Corporations/S Corporations)
  • Partnerships/LLCs
  • Individuals
  • Small Business Owners
  • Real Estate Investors
  • Long-Term Investors

Industries We Serve

  • Health Care (Doctors, Pharmacists, Dentists, Clinics, Chiropractors)
  • Real Estate
  • Service Industries( e.g. Lawyers, Architects, Consulting Firms).

Organizations that we belong to and support with time or resources: