You Deserve More
You earned the life you’ve built. We’ll help protect it with services that let you keep more of what you’ve earned and have more control over what happens to it. Based in Tampa Bay, we put over 30 years of experience to work for you nationwide.
Taxes
Whoever you are, however you earn, it takes more than plugging numbers into software once a year to plan your best tax outcome. You need someone on your side who truly understands the US tax code so short term decisions don’t become long term mistakes. We’re here for you all year to consult on all your tax considerations federally, in every state, and internationally.
Individual
Whether you’re a salaried employee, retiree, working a part time side hustle, or managing your sole proprietorship or LLC as a career, the enormous US tax code gets more complex every year. We keep up to make sure you keep what you’re entitled to. Our clients are everyone from small family farmers and Uber drivers to high volume traders and Fortune 100 management.
Commercial
We’ve consulted with everything from part-time online retailers to multinational tech startups and nonprofits here in the US and in 34 other countries on US formation, accounting procedures, logistics, and the US tax implications of all those decisions. It’s your business. We’ll make decisions together that let you get the best balance from it, both financially and personally.
Maryland
Ontario
Investment Evaluation
Deciding when to buy or sell, choosing retirement vehicles that meet your needs, or evaluating real estate transactions for their true rental return potential and long term gains, we’re here to help keep your investment choices safe. We never broker your transactions or get a commission, so we have no reason to be anything but completely objective about your goals.
Virginia
California
Estate Planning
Nothing complicates a crisis like being made powerless in the middle of it. That’s exactly what probate and health care regulations can do to you or your family if your intentions are unclear at a critical moment. We deliver personally crafted, affordable ways to protect what’s yours, perhaps when it’s never been more important. The extensive options in our Last Will & Testament, Medical Directive, and Power Of Attorney make this the best value in fixed price estate plan packages you’ll find anywhere.
Get Started
Enter your wishes in our self-start form. We're here if you hit a snag along the way or something's not right.
Give Us A Bit
Real people craft your documents, not computers. We'll send your results to you faster than you'd expect.
Finalize
Sign with your witnesses. We'll even let you know if your state allows use of a virtual notary to make things easier.
New Mexico
Wisconsin
Financial Analysis
As a Financial Expert approved by numerous courts and arbitration panels, our property valuations, business valuations, forensic analysis, and opinions have been used in negotiations and trials across the country. Nothing is ever a canned report from software. We use our expertise and your local economic indicators to create custom determinations for you and make sure value really means value.
Texas
California
Get In Touch
4602 CR 673 #11206
Bushnell, FL 33513
4077 Lake Bayshore Dr #C307
Bradenton, FL 34205
7901 4th St N #13260
St. Petersburg, FL 33702
101 Rainbow Drive #11206 Livingston, TX 77399