You Deserve More
You earned the life you’ve built. We’re here to protect it with solutions that let you keep more of what you’ve earned and have more control over what happens to it. Based in Tampa, Florida, we work in all 50 states and the District of Columbia.
Taxes
Whoever You Are
We form relationships. Many clients find us with a tax problem, then we’re glad they come back year after year so we can provide even better service. It takes more than plugging numbers into software to plan your best tax savings. We’re here for you all year.
However You Earn
There have never been more people with independent income. Working a side hustle to full time self-employment, a single stock to day trading, if you have independent income we know how to keep the consequences of earnings beyond a W-2 to a minimum.
Investments
Deciding when to buy or sell to the complicated world of options trading, we’re here to help you keep your investments safe. We’ve survived every kind of market condition and swing over 20 years of investing. And we never broker your transactions or get a commission, so we have no reason to be anything but completely objective about your goals. If you’re interested in a review of your investment choices, schedule a consultation below.
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 and affordable ways to protect what’s yours and the people closest to you.
Wills & Trusts
Give us your basic information and a live professional will review your wishes, contact you with any questions, and deliver your will as a printable PDF. Your will can be as simple as passing all your assets to one person, or as complex as adding guardianships and trusts, pet care provisions, and specific gifts for multiple beneficiaries.
Medical Directives
While it’s the last thing we want you to need, your most important asset is you. You should have just as much control over what happens to you as your physical assets. Otherwise known as a Living Will, MDs let you decide how you’re cared for if you’re incapacitated, or appoints someone else to make those decisions.
POAs
Our “ordinary” Power Of Attorney (as opposed to durable) is void if you’re found unable to make your own decisions. The goal is to make life easier, but always leave you in control. You may want to give authority over your banking and bills while you’re hospitalized, or have someone handle a business interest, as examples.
Planning
Sometimes these documents are all you need. Sometimes your estate is complex enough to consider the tax consequences of inheritance or structuring your assets for generations to come. This is where our combination of tax, investment, and trust experience can blend to give your estate planning a real edge.
Business
We’ve consulted with everything from part-time online retailers to Fortune 500 companies on formation, budgets, operations management, accounting practices, and the tax implications of all those decisions. It’s your business. We’ll help you make decisions that let you get the best balance from it, financially and personally. And if you need help implementing those decisions, we’re here for you from filing your initial paperwork to doing the monthly books.
