We provide one stop tax preparation, tax planning, and wealth management services that take a 360 degree view of your financial situation covering tax preparation, accounting, wealth management, insurance planning, estate, and trust planning.
We’re here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, and of course, extremely discrete. The IRS problems will not just go away by themselves; they just keep getting worse with penalties and interest being added each day.
Expertise in Taxation, Tax Strategies for Life Transitions, Tax Problem Resolution, Financial analysis, and Small Business consulting. Over twenty years of management experience in the area of brokerage operations, asset management and technology at “Franklin Templeton Investments”, “Charles Schwab & Co”, and “Fidelity Investments”.