Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Tax Defense, Controversy, & Resolution
Our firm is a group of independent Enrolled Agents, CPAs, and Tax Attorneys, whose primary goal is to provide stress free, trustworthy, and competent federal (IRS), state, and local tax representation.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Trust Services
Our firm, through its law firm affiliates, can facilitate the formation of irrevocable, non-grantor, discretionary, complex, spendthrift trusts that can provide the ultimate in asset protection and tax savings. It is the only trust in the United States, that we know of, that is protected by a copyright.