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Who We Serve

Not everyone shares the same opportunities for tax planning. Below are the clients that benefit the most from our strategic, proactive tax planning services.


Business Owners

Owning your own business is the best tax shelter left in America. Are you taking advantage of every chance to pay less taxes? Our tax planning services are highly effective for businesses making over $250,000 per year.



Medical Practices

We offer doctors, dentists, and accomplished medical professionals a comprehensive tax strategy designed to build wealth and minimize your effective tax rate.



High Net Worth Individuals

Our creative tax solutions preserve assets for high net worth families, entrepreneurs, and business owners. We’ll work with you to define a personalized plan to minimize your overall tax burden.



Professional Athletes

We provide tax planning designed to enhance income for professional athletes making more than $1,000,000 per year.

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