Yes, we do offer a free initial consultation. It allows both parties to determine if our services are a good fit for your situation.

Saving you money is the core of what we do at our firm. Typically, our clients see significant savings, ranging between $20,000 to $100,000 on average, depending on their specific circumstances and the complexity of their financial situation.

We are passionate about working with ambitious small business owners and individuals who are not just looking for tax savings but are committed to building a wealth legacy. Our ideal clients are small business owners and individuals who pay $20K or more in taxes each year. On the business side, we work in many industries, including service-based companies. We aim to turn high tax payments into opportunities to grow and protect your wealth. Feel free to contact us, and we will decide together if we are a good fit for your niche.

Our fees are personalized to your unique tax situation and specific needs. We consider the complexity of your tax scenario, the scope of services required, the time and expertise involved, and the level of customization and value delivered. Before we perform any services, we provide a clear quote that ensures transparency and understanding of your investment in our services. Our approach is designed to provide you with tailored, high-quality tax advisory services that meet your specific needs without any surprises in billing.

Some questions you may want to consider before contacting us are: - Will you need help with personal financial issues, individual or corporate tax returns, retirement, estate, or college planning? - Do you need help forming a corporation, LLC, or other entity? - How comfortable are you with keeping your books and records? - Do you want to do as much as possible yourself, or would you prefer to outsource your bookkeeping, accounting, or CFO functions? - Are there any specific tax issues that need to be addressed? -Are you interested in building tax-free or tax-deferred wealth? - Are you interested in owning income-producing assets?

Our process for working with clients is straightforward and effective: 1. Consultation: We discuss your needs and gain an understanding of your financial situation. 2. Document Collection and Assessment: We gather necessary documents and conduct a thorough financial and tax assessment. 3. Developing Your Tax Plan: We create a tax plan tailored to your unique situation based on our assessment. 4. Plan Implementation and Debt Elimination: We help you implement the plan and work on reducing debts. 5. Ongoing Support and Regular Reviews: We provide continuous support and regularly review and update your plan to ensure it remains effective. 6. Tax Preparation and Filing (Optional): We can also handle your tax preparation and filing depending on your chosen service level. 7. Consistent Communication: Throughout this process, we maintain open and regular communication with you, ensuring you're informed and comfortable every step of the way.