Featured Service:
Financial Planning
Organize your finances to make your money work towards your goals with as little maintenance as possible. We offer flat-fee financial advice to help you set up your finances and empower you with the confidence to self-manage your portfolio. Set up a consultation to create a clear and effective financial plan.
- Live in 30 states, the District of Columbia, and seven different countries
- Have gross incomes from under $5,000 to over $3 million annually
- Own businesses earning under $10,000 to over $8 million annually
- Retired in their 30s; continue working in their 70s (by choice!)
We use our deep knowledge in international taxation, financial planning, and law to help diverse clients with one common trait: their finances are uncommon. Some live frugally to raise large families on a freelancer salary, navigate the cost of large cities, or pay off debt to create a better future. Others are retiring in their 30s. Some are financially independent before 40 but continue to grow small businesses they love. We support real estate investors including house-hackers, international investors, military families renting properties while abroad, and resort developers. Most importantly, we love watching our clients' finances, families, business ventures, and futures grow into their dream lives.
Our Clients
All Services
FIRE Planning
Create a personalized financial plan to achieve financial independence at an early age and even choose to retire before traditional retirement age.
Business Consulting
Adopt that entrepreneurial spirit. Launch a business, choose the optimal tax structure, and set up compensation and retirement plans, or revisit current arrangements.
Estate Planning
Develop a plan for what happens to your assets once you are no longer here to make sure your money goes where you want and your loved ones avoid stress.
Expert Witness
Hire a tax and financial professional to consult on your tax, family law, or business dispute and provide an outside report to help the decisionmaker resolve your case.
Back Taxes
If you had a stressful few years and missed some filing dates, feel lighter by working with a professional to get back on track.
Payroll and Business Management
Spend time running your business, instead of letting your business run you. Offload tasks such as payroll, bookkeeping, and accounting so you can focus on your craft.
Tax Controversy
Hire a former Dept of Justice Tax Division litigation attorney to represent you so you prevail in an audit or win your next court case.
Personal Financial Planning
Determine what retirement savings, college savings, debt repayment, or other investments and financial plans could help you achieve your goals.