Individual and Business Tax

Think of the U.S. Tax Code as a maze; the more complicated your portfolio of business and personal holdings are, the more challenging the maze. Are you prepared to walk that maze alone?

Accountants are more than tax preparers. They are partners skilled in crafting individual and personal tax strategies ideally suited to domestic and international clients. Our partners create tax-efficient structures for domestic investors focused on U.S. strategies, and those investors seeking outbound investments into foreign countries and inbound investments into the United States.

Our goal is common among CPA firms: Minimize client tax exposure. How we execute it is unique.

Contact Us

If you would like to explore your business, personal or family’s tax and financial planning needs, we’re ready to talk. Call us at 305-774-2945 or fill out the form below. Let’s discuss the creation of a plan for your unique needs.