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’ll put 40 years of experience to work for you worldwide.
You earned your success. We’ll help you take it further, then 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’ll put 40 years of experience to work for you worldwide.
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.
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, here in the US or as an expat or foreign national with US income in any of the 34 countries we work in regularly, or beyond.
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 and business transactions for their true 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
Analysis
Every facet of your business is a contributor to profit or loss. We can help with budgets, timing infrastructure improvements, cost benefit analysis, departmental audits, forecasting and projections, risk assessment and mitigation, and more. For better earnings now and more secure expansion tomorrow, decisions need evaluation in the full context of your business’s unique situation. We’ll help you decide not just what to do next, but when to do it for the best possible result.
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 any snags.
Give Us A Bit
Real people craft your documents, not computers, still with fast results.
Finalize
Sign with your witnesses and a notary wherever's convenient for you.
Marketing
Over 55% of new clients come to us overspending on ad campaigns with poor conversion, mostly due to inadequate targeting. Ad channels make precise targeting difficult, no doubt. That’s often compounded by trying to target the customer you think you want rather than the customer who will actually buy from you. Both contribute heavily to wide, expensive ad disbursement with limited results. We can help you contain costs and target better performance across search engines, social media, and more.
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.
California
E-commerce
If there was any question all of the above applies to e-commerce, put it to rest. We put our first custom e-commerce initiative online for a client in 1995. It’s still in use today. We’ve helped e-tailers from around the globe get set up in the US and take their place in the market, from one-person platform sites to Fortune 500 companies with custom systems. Your own online shop or your presence on any marketplace, from a few thousand per year to millions, we understand the financial intricacies of selling online. That includes all those cryptic in-marketplace ads and promotions, and the algorithms that make them work.
Texas
Get In Touch
4602 CR 673 #11206
Bushnell, FL 33513
4077 Lake Bayshore Dr #C307 Bradenton, FL 34205
101 Rainbow Drive #11206
Livingston, TX 77399