Our Services

Performance Accounting


We offer comprehensive multi-state, multi-national tax support services including:

  • completion and filing of all required tax returns
  • ensuring compliance at state and federal levels
  • incorporation to mitigate tax exposure and liability
  • high level forecasting 
  • retirement contribution guidance to minimize tax liability while planning for the future

Wealth Management

After nearly a decade of tax preparation and financial planning for clients ranging from former Fortune 500 execs to PGA Tour pros, we know how to use retirement contributions to lower your current year tax burden, while funding a lifetime of chasing your passion.

Financial Sherpa