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.

Healthcare Providers

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

Accounting

Get out of the books and back to your business.

Learn more about bookkeeping.

Business Law & Strategy

We take the hassle out of complex accounting, because we do the work for you.

Learn more about business law & strategy.

Nonprofit Governance

You’re passionate about your nonprofit...we are passionate about your success.

Learn more about nonprofit governance.

Tax Planning

No two tax clients are the same. Enjoy tax support tailored to your needs.

Learn more about tax.

Estates and Trusts

Secure your legacy for your family and your own peace of mind. Rely on our experts to make sure this happens.

Learn more about estates and trusts.

Virtual CFO & Controller Services

Get the expert guidance of a CFO...at a fraction of the cost

Learn more about virtual cfo & controller services.

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.

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