Life is an Adventure; Your Taxes shouldn’t be!
Your financial journey is unique. It is full of testing your limits, rewarding experiences and dusting off your knees. You are resilient! You work hard for your money and you deserve to keep it. Partner with someone who is going to walk you through your options and take the time to explain how your choices will impact your goals.
We listen! Our client’s perspectives, questions and situations are different and our goal is to provide a custom approach that truly meets your needs. We are passionate about taxes and your peace of mind is important to us.
No matter where you are in your journey, we are here to guide you and to earn the right to be your trusted advisor.
We listen to our client’s needs.
We are responsive, resourceful and will always take the time to explain our recommendations. Our goal is to be your trusted advisor!
Personal Tax Services
Discover how to save on your taxes as you encounter common life events.
Business Tax Services
Starting a new business can be daunting. We are here to listen and provide practical business solutions.
International Tax Solutions
Whether you are looking for a winter escape or planning a permanent move – US taxes can be a trap for the unwary. Let us help guide you.
Foreign Investment in Real Property Tax Act
Misconceptions abound! We provide custom advice to minimize confusion and financial impact.
Welcome to a firm of the future!
We embrace technology and contactless service while focusing on being personable and available for all your tax needs. We are invested in creating a positive relationship with our clients and providing exceptional service in a modern business environment.
Our goal is to provide proactive tax solutions for the next generation of entrepreneurs.
What Our Client’s Say
Shauntelle is so on top of what needs to be done…
Do I need an accountant? How can I reduce my taxes? Are these expenses important?
Taxes shouldn’t be intimidating. Schedule a complimentary consultation today!
Increases in Tax for Corporations: Increasing the corporate income tax rate from 21% to 28%. Creates a minimum tax on...
General Benefits for Individuals: Expanding the Affordable Care Act’s premium tax credit so that health coverage costs...