Don’t fear taxes.
Taxes are hard. Many people don't even make it all the way through Accounting 101 in school. Relax. I'm trained in tax law and I'm here to provide the tools and knowledge you need to tackle your finances head on. Individuals and businesses of all shapes and sizes welcome.
Service for the whole family.
We create customized, multi-generational tax plans starting with your first job, home, and family to your loved one's social security planning and back to wealth transfers and education plans for the 'apples of your eyes'.
INTRODUCING VISOR VISON
Remember the days when tax pros wore green eye shades to make number crunching easier? Our new free tool works the same way.
Click through to answer a few quick questions and I'll hand over some super straight-forward tax answers. No super personal conversations or credit card necessary. Think of it like looking through your very own visor: Everything’s a lot less painful and a little more green. Try it for yourself. And then share it with a friend (or 20). It's that good.
Tax Preparation - Multi-State and International
Corporate Strategy, Projections, and Compliance
Business Incorporation, Entity selection, Corporate restructuring
Estates and Trusts Planning and Preparation
Investment Analysis and Tax Structuring
501(c)3 & Tax-exempt Status Applications and Compliance
Stock Option/ISO/NSO/RSU Tax Projections and Trading Advisory
Attestation and Advisory Services
Compilation and Review Services
Internal Control Assessment and Implementation
Nonprofit Independent CPA Review and Audit Compliance
Cloud-based systems (Quickbooks Online, Xero) API Integration and Security Controls
Financial Statement Preparation
Mergers, Acquisitions, and Business Sales
Systems Consulting and Implementation - SaaS, cloud-based systems, QB Online, & more
Cash Flow Modeling, SWOT Analysis, KPI’s
Cloud-based systems consulting and implementation (G-suite, Quickbooks Online, and API integrations)
Financial Forecasts and Projections
Social Security Benefits Planning and Projections (personal tax)
Multi-state, Multi-national strategy
Business Intelligence (BI) and Customized KPI Building and Implementation