Taxation Planning

We go beyond simple tax preparation. As Enrolled Agents, we can represent taxpayers before the IRS. Our services include strategic tax planning for individuals and small businesses, addressing complex issues like self-employment tax, entity-specific tax planning, and tax implications related to major life events.

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Small Business Planning

We provide comprehensive financial guidance for entrepreneurs. From entity formation and tax strategies to succession planning, our goal is to help you build a financially resilient business.

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Special Needs Planning

Secure the future of a loved one with disabilities through specialized financial planning. Our services include setting up Special Needs Trusts, navigation government benefits, and creating a comprehensive financial strategy for long-term care.

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Divorce Planning

The financial aspects of divorce can be overwhelming. We offer unbiased financial analysis, asset division strategies, and future financial planning to help you achieve a stable financial future post-divorce.

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Legacy Planning

Protect your assets and sure your legacy with our detailed estate and trust planning services. We assist with wealth transfer, philanthropic goals, and creating a plan that reflects your values.

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