Who We Are

At Our Core

We are partnering for a better life through ideas and training to achieve your goals.

Licensed Certified Public Accountants

What Makes Us Different

You know something is wrong.

If you are like many of our clients, you are successful in so many ways. But something is missing. Something is in the way. You are not getting what you need, and you are frustrated.

We’ve been there too.

We understand. The traditional CPA model is broken. Simply pushing paper back and forth may work for some, but not you. You want ideas to reduce your taxes (tax strategy not just tax preparation). You want ideas for a better business (solid business advice and execution, not just accounting). You want a relationship (someone who will regularly tell you what it all means). You want communication (regular, scheduled, proactive not just waiting for a call). You want a different approach. You want someone to help watch your back (and monitor what is going on). You want a partner to help chart a successful life both at work and outside of work. And you want to get rid of surprises.

An offer you cannot refuse.

If you are like most of our clients, you want ideas to save taxes, and you want to know the opportunities to make your business better. Our signature Tax Strategy and business Strategic Assessment services answer that call and carry our risk-free guarantee. If you do not get 2X in value, pay what you think it’s worth. And that makes sense. The risk is on us to produce value for you. As it should be.

Real-life issues are not just tax preparation.