If you’re looking for aggressive tax accountants to use every legal loophole in book so you pay little to no taxes, you’ve come to right place.
Our #1 priority is to provide “bleeding edge” tax strategy that legally lowers your tax liability.
We do this because we fundamentally believe you are better at allocating your money to causes, passions, or missions than a politician ever can.
It’s our intention that through aggressive tax reduction strategies you’ll have the increased cash flow to fund projects, businesses, & charities that will make a positive impact on the world.
And creating a positive impact in the world isn’t done alone. We work hand-in-hand with your estate lawyer, financial adviser, insurance agent, and/or business manager in a collaborative fashion to ensure ALL your needs are met. Our firm understands that we are just one piece to the puzzle.
The manifestation of our firm values is also reflected in how we treat each client: with respect. To understand why respecting our clients so such a HUGE deal, you’ll be interested in our firm story. You’ll get a real sense how we developed our core values.
Here’s some examples of how we show respect to our clients:
We are Discreet
What we talk about stays between you and us. Your business is your business, and NOBODY needs to hear about it. Many of our clients are well know in their field of expertise, possessing highly confidential information that must be protected at all costs.
We consider your privacy to be a BIG DEAL. We have 128 bit data encryption on all our files. Our backups are data encryted. And nobody, not even the therapist or rabbi, knows the password. Well, except for Adam!
We Are Emphatic
Your tax deductions aren’t just numbers on a tax form. They are the events of your life. Some events, like going to movies, are fun. But health issues, relationship issues, financial issues, which can have tax relevance, can be traumatic or difficult to reveal. We try to create a safe space for you to share your life with us. Because the more you share about your life, the more we can ask specific questions that have tax importance. And that could mean a bigger tax refund for you!
We don’t judge
We have clients of every skin color. We have clients from every major religion. We have clients from different political backgrounds. We have clients in all sorts of different relationships types. We have clients from 7 years old all the way to 93 years old. We have clients that never finished 3rd grade, and we have clients with 2 PhDs. We have clients that have gone BK 3 times. We have clients with FICOs of 850.
We only judge our clients by their ability to pay our fees, and our ability to provide the specific expertise for their tax situation.
We Are Open ALL Year Round
Unlike some firms, we are open all year. Yes, we do take vacations. Yes, our off season hours are limited. But we are NEVER more than a phone call away. Tax problems, and the IRS, don’t ever go away. And neither do we.