Our Services

Who can benefit most from our services?

Business Owners of Service Businesses

Plumbers, Electricians, Attorneys, Medical Practitioners, Real Estate Brokers, and more. We've helped hundreds of clients in these professions cut their tax bills by tens of thousands each.

Real Estate Investors

It's more than just using an LLC to hold real property. You need a full plan to protect your assets from the litany of potential lawsuits as well as to pay the minimum tax.

Whether you are buying for rental, buying to fix-n-flip, doing "wholesale" deals, doing a wrap-mortgage deal and holding title, or developing lots, we've seen just about everything.

Stock Traders

Just setting up an entity for your day-trading activity isn't enough to save you from the taxman. It's a lot more complex than that. And what about transactions with virtual currency? You need to know what the tax impact will be and what records you need to keep.

Looking to Buy or Sell a Business

We can help you make the right decision. Need help with due diligence or have other questions about a deal? Our team has bought and sold business large and small and has been involved in the decision-making process. Don't go into a deal not knowing what you don't know!