Our personalized Concierge Program serves a single goal: to design, implement and maintain a long-term tax strategy that will provide you with the lowest practical tax consistent with the life you want to live.
We show you how to maximize legitimate expenses and lower your taxes with bulletproof deductions. You’ll understand when and how auto, travel, research, meals and entertainment expenses can be deductible—and you’ll understand exactly how to support them.
We discuss large or unusual transactions with you to understand whether and how to make them deductible, too. From planning to payroll, we navigate the tax system’s intricacies on your behalf. The outcome: Returns engineered be accepted without audit and to comply with all applicable tax laws and regulations.
Beyond returns, our personalized Concierge Program includes tax planning and consulting services. It helps you manage and minimize taxes ahead of time, create the best possible response to possible third-party questions, and apply the proper tax laws and documentation for any creative transactions you might want to make.
For reasonable monthly fees matched to your business income, we’re here to help you save tens of thousands each year— and put your money to work to get the life that you’ve earned.
“We take you and your money personally, and we’re here to make sure more of it stays where it belongs—with you. Our successful track record over decades demonstrates our methods work. Our expertise and efficiency keep our fees reasonable.”
Adrian Keith Skane, Senior Partner, CPA