Helping families & individuals reduce their tax bill, while leaving a legacy.

Tax planning, tax reduction, comprehensive service offering that aligns with your career & life path.

Tax planning & strategy

  • Tax plan for current year & beyond
  • Deduction review & strategy planning
  • Legal entity optimization
  • Tax-minimizing retirement strategies
  • Insurance review
  • TCJA, FFCRA, CARES review
  • IRS & court case references

Starting at $3,500 one-time fee

Tax planning & strategy

  • Tax plan for current year & beyond
  • Deduction review & strategy planning
  • Legal entity optimization
  • Tax-minimizing retirement strategies
  • Insurance review
  • TCJA, FFCRA, CARES review
  • IRS & court case references

Starting at $3,500 one-time fee

Tax planning & strategy

  • Tax plan for current year & beyond
  • Deduction review & strategy planning
  • Legal entity optimization
  • Tax-minimizing retirement strategies
  • Insurance review
  • TCJA, FFCRA, CARES review
  • IRS & court case references

Starting at $3,500 one-time fee

Becoming a Client

A simple 3-step onboarding process

1) Request a free consultation & submit tax documents

After submitting your request, we review the information and then follow up via email to submit the necessary tax documents. Then, we’ll schedule a time for your initial planning call.

2) Consultation & tax projection review

In this meeting, we’ll review your situation and determine where and how we can add value. We’ll discuss which services may align best with your current & future needs.

3) Prepare proposal

After meeting & reviewing your situation, we prepare a multi-page proposal that shows you your potential tax savings & the different strategies we recommend.

Get tax-saving strategies delivered to your inbox.