WHO WE ARE

Your accountant is absolutely an integral part of your tax team, and we want to work with existing accountants to reduce their client's taxes. We don’t prepare tax returns, so there is no conflict of interest. Accountants mainly provide tax prep expertise; we want to provide tax strategy for substantially bigger deductions.

We know the ins and outs of the IRS rules governing every strategy and plan that we handle. A surprising number of other financial firms lack this knowledge, but we work with these plans every day. We even have our own unique defined benefit plan, approved by the IRS, that we use to help business owners write off up to $2.9 million per year.

Our prime objective, each and every day, is providing value to our clients. We don’t try to make hard sells or pressure anyone into accepting our services. We don’t have to. When we focus on helping the client and devote everything we have to reducing that client’s tax bill, they can’t wait to keep coming back to us. We’re not selling a product; we’re providing value. And that makes all the difference.  

​Those most likely to benefit from our services include:

• High-earning members of professional practices (doctors, lawyers, orthodontists, etc.)  
• Sole proprietors with a high net worth ($2 million or more)  
• Owners of family businesses  
• Companies that want to attract talented employees with generous benefit packages  
• Anyone with a net income of $300,000 or more per year OR with at least $1,000,000 in a pre-tax retirement account and a minimum net worth of $2 million  
• Business owners or professionals currently paying over $150,000 a year in taxes