LEGAL

We are passionate about building relationships that are mutually beneficial for all.

Keep in mind, regarding estate planning and business succession, there is no "one size fits all" plan.

The issues we discuss are as varied as the clients with whom we meet.

Legal Services:

We offer a complete and efficient service that saves you time and money. We are passionate about building relationships that are mutually beneficial for all. We will ensure that your legal documentation is aligned with your needs and desired goals.

The first step in creating your personalized plan is meeting with you face to face. We'll discuss your business family dynamics, take an asset snapshot and learn about your goals. The detailed information you provide us will allow us to best advise you as to your options. We will outline your plan that will best meet your needs.

CPA Services:

Taxes, Accounting, Payroll, Business Entity selection for tax advantages - all these issues can be confusing and frustrating. Business Owners get into business to do what they love to do--make a healthy profit. Many owners often leave the above issues unsolved or partially completed.

We can assist you with these decisions. We'll help you remove the stress, distractions and irritation these tasks can create. We simplify the process allowing you to remain focused on what you do best... managing your business.

With our in-depth knowledge in all areas of accounting procedures we have you covered. What entity types are best suited for you? Which entity will give you the best tax advantages? I would love to visit with you side by side... face to face.

We're prepared to guide you in the most efficient methods to simplify your financial processes within your company. You then will have the peace of mind you're looking for. So relax, make the most of your day, we have your back.