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Financial & Tax Management
  • Cash management
  • Bill payment services
  • Family office services for individuals
  • Back office services for companies
  • Payroll processing
  • Tax preparation, representation & planning
  • Bookkeeping and account​
  • Financial reports


Business Consulting

  • Analyze and advise on all aspects of client's business affairs
  • Business entity structure
  • Long range business planning for secondary careers
  • Asset purchases
  • Credit and financing


Investment Consulting

  • Analyze the needs of the client and their family
  • Coordinate with independent investment broker to develop and implement investment plan
  • Maintain ongoing contact with independent investment broker to monitor and change plan as needed


Insurance Consulting

  • Analyze the needs of the client and their family
  • Coordinate with independent insurance agent to develop and implement insurance plan
  • Maintain ongoing contact with independent insurance agent to monitor and change plan as needed


Estate Planning & Asset Protection Consulting

  • Work with independent attorneys to develop and implement an estate and asset protection plan
  • ​Structure plan to minimize estate taxes, protect assets and pass wealth according to client's wishes


Athletes & Musicians

  • Multi state taxation preparation, representation and planning
  • Tour and royalty accounting
  • Specialized business structuring
  • Specialized insurance consulting