Tax & Legal Strategy Under One Roof We are a team of accountants, lawyers,
and business consultants focused
on arming Business Owners with the
Systems + Strategies needed to succeed
from startup to growth to sale.
WHO WE SERVE
We help professionals scale their practices into thriving businesses
Law Firms & Solo Lawyers
Run your law firm like a business. We’ll help you create a modern, profitable, & scalable practice with clear financial performance metrics, repeatable workflow, and optimized tax strategies.
Financial Advisors & Accountants
Protect what you’ve built. We’ll help you optimize your legal structure, systems, and pricing so that you can protect your assets, create sustainable growth, and maximize your practice value.
Real Estate Professionals
Grow your investments securely with a clear picture of options available to you. We’ll help you create a holding structure that allows you to be as passive or aggressive as you want to be, minimize taxes, and support you through transactions.
Keep your practice healthy. We’ll prescribe you a regiment of transparent financial information, ongoing tax planning strategies, efficient practice management, and thorough succession planning.
Charities & Foundations
You’re passionate about your mission. We’re passionate about managing your federal and state compliance requirements, educating your board and executives, proactively identifying pitfalls and opportunities, and providing ongoing support for unforeseen needs.
What we do
Proactive Tax Planning
- Tax planning strategies & projects
- Business & individual tax preparation
- IRS audit protection
- Tax Maintenance Subscription
Business Law & Contracts
- Entity structuring & compliance
- LLC operating agreements / corporate bylaws
- Employee & independent contractor agreements
- Business Counsel Subscription
Business Transactions / M&A
- New business startup
- Business transaction representation
- Real estate syndications
Trusts & Estate Planning
- Revocable trusts & wills
- Charitable giving
- Business succession planning
Foundation & Charity Management
- Nonprofit formation & tax exemption
- Public charity support test
- Private foundation excise taxes
- Nonprofit Counsel Subscription
Accounting & Bookkeeping
- Entrepreneurial bookkeeping & financial analysis
- Cloud accounting setup with QuickBooks® Online
- Managed payroll with Gusto
We don't do everything, but we usually know someone who does. We've worked hard to team with professionals from other industries to make it easy for you to get the right help, right now.
From the firm: Building a solid financial foundation
Begin the new year on a solid foundation with our thoughtful tips and strategies.Read more about From the firm: Building a solid financial foundation> ➞
Tax season readiness
Tax season can be a hectic time of year, but these five tips will help you prepare and stay stress-free.Read more about Tax season readiness> ➞
Know your numbers
The first article in our Financial Foundations series; learn the seven financial indicators to track the health of your business.Read more about Know your numbers> ➞
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