Our firm provides strategic, quality planning based on the clients goals and objectives. We go beyond the basics of accounting, tax, and wealth management using a team approach. We provide measurable plans that are deliverable so that we are held accountable. I am passionate about planning and helping my clients obtain their goals. Holistic planning is essential to a strong relationship and that relationship, spending time with my clients, is what I truly enjoy. I put emphasis on strategic analysis with a deliverable outcome....

What makes our service unique is our proactive tax planning. It is impossible to expect to pay no taxes and make a profit or wages. Besides why would you want to play with funny money, there are plenty of legal IRS strategies that will help you pay lower taxes! We only use legal strategies that are right from the IRS books. Taxes can be very overwhelming and frustrating. I enjoy not only helping someone with their tax situation, but I truly enjoy helping them understand the process whether it be a deduction or credit explanation, or answering the "Can I do this?" or "How does this work?" type questions. My passion is helping others understand...

I feel like when you leave from this place you actually wake up feeling like a new person it's so much stuff that can be right and this is the place you want to be when getting a massage

We do tax consultations and tax preparations for both individuals and corporations. We also are licensed for investment and insurance products. The insurance products include self managed retirement plans for owners of small corporations that can defer the earnings of the corporation in which the total amount of the deferred comp plan is 100% deductible. I am an Enrolled Agent and also a Certified Estate Planner, with the designation of a Fraternal Insurance Cordinator....