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

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.

ebook

Build a culture that will keep your staff happy—and around for the long term

Download the eBook about Build a culture that will keep your staff happy—and around for the long term

Advantage

Your personal
finance edge

From the firm: School’s out but learning never stops

Read more about From the firm: School’s out but learning never stops>

Remote hiring tips

Read more about Remote hiring tips>

Be a great boss: 8 ways to manage effectively

Read more about Be a great boss: 8 ways to manage effectively>
More articles from this issue

QuickReads

Let's talk business

Our Tech Providers