You Deserve More
You earned the life you’ve built. We’re here to help protect it with services that let you keep more of what you’ve earned and give you more control over what happens to it. Based in Tampa, Florida, we’ll put over 30 years of financial experience to work for you nationwide.
Founder
Taxes
Whoever you are, however you earn, it takes more than plugging numbers into software once a year to plan your best tax outcome. 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. We work with everyone from small family farmers and Uber drivers to high volume traders and Fortune 100 management.
Business
We’ve consulted with everything from part-time online retailers to multinational 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.
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Investments
Deciding when to buy or sell, choosing instruments that meet your needs, evaluating real estate transactions for rental potential and long term gains, or navigating the complicated world of stock and options trading, we’re here to help you keep your investments safe. We never broker your transactions or get a commission, so we have no reason to be anything but completely objective about your goals.
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Estates
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 with one the most comprehensive and competitively priced fixed estate plan packages anywhere.
Get Started
Enter your wishes in our self-start form. We're here if you hit a snag or something's not right.
Give Us A Bit
Real people craft your documents, not computers. We'll send your results quickly by email.
Finalize
Sign with your witnesses. We'll even let you know if your state allows use of a virtual notary.
Your will-based estate plan includes a Last Will & Testament complete with guardianship and trust provisions, a Medical Directive (Living Will) complete with specific organ donation instructions to adjunct your state standing, and a Power Of Attorney complete with 15 areas of privilege and authority with customizable restrictions so you’re in control. Available for singles and couples.
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Analysis
Our residential and commercial property valuations, business valuations, forensic analysis, and opinions have been used in negotiations, arbitrations, 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 your unique situation and make sure value really means value.
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