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
5 ways to keep your small business cyber-safe
Download the eBook about 5 ways to keep your small business cyber-safeAdvantage
Your personal
finance edge
From the firm: Keeping a healthy perspective
We’re here to help you focus on the long view.
Read more about From the firm: Keeping a healthy perspective> ➞Business valuations: When and how to get one
Whether you’re working on your exit strategy or looking for a loan to expand your business, we dive into the importance of a business valuation and the steps to take to obtain...
Read more about Business valuations: When and how to get one> ➞How kids impact your tax picture
Raising kids can be expensive. Luckily, if you’re a parent, you may be eligible for up to six credits when filing your taxes.
Read more about How kids impact your tax picture> ➞QuickReads
Let's talk business
Our Tech Providers
