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.
We’ve worked with everything from part-time online retailers to multinational tech startups, Fortune 500 companies, and government agencies, all with the true belief that size doesn’t matter when it comes to client commitment. Based in Tampa Bay, we’ll put 40 years of experience to work for you worldwide, whether you’re established or still refining your initial concept, with hundreds of workers or just one.
Taxes
Whether you’re a salaried employee, retiree, working a part time side hustle, managing investments, or running your sole proprietorship or LLC as a career, you need someone on your side who knows more than just how to fill out a form. The enormous US tax code gets more complex every year. We keep up to make sure you get every allowance, sometimes beyond what standard software even asks about. We’ll help you here in the US, as an expat, or as a foreign national with US income in any of the 35 countries we work in regularly, and beyond.
With clients here in the US and in 35 other countries trusting us with their US interests, we’re here to help you navigate the intricacies of all US federal and state taxes and the regulatory requirements that go with them. Whether you’ve been in business for years or are just getting started choosing your entity structure, you need someone in your corner who truly understands the complex and ever-changing US tax code, not just the forms that go with it. Make sure short term choices don’t become long term challenges. It’s your business. We’ll make decisions together that let you get the most from it.
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, logistics decisions, 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. Our estates practice started in 2015 to further protect the client assets we consult on every day. We’ll make sure you’re covered too. 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. And if you need guidance on how to set up your estate before getting started on paperwork, we’re here to advise you on that too.
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. 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, marketplaces, streaming and broadcast channels, and more. Beyond the numbers, we can also help develop your ads, content, and shorts for maximum effectiveness.
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. We’ve done the numbers in cases from simple home warranty challenges to complex divorces and multiple suits against one of California’s biggest alternative energy providers. Whether you need that level of intricacy or a simple valuation for your own purposes, 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
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 government custom systems, from product sales to SaaS and apps, from your online shop to your presence on any marketplace, 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. And if you’re just getting started, we can help get your online presence up and running for you too.
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