We specialize in tax planning for profitable small business owners. Our tax planning focuses on small business tax planning, but we also help small business owners integrate their personal tax planning. We offer flat fees. We believe this leads to better implementation of recommendation and more open communication. We specialize is exit planning, too. With this in mind, we coordinate with our clients’ other professionals all included in the flat fee. As a part of our engagement, we include a reasonable compensation report along with recommended language to include in corporate docs and records. Consultations are no cost or obligation; so, please do not hesitate to reach out.

Phone: (956) 648-6971

Cross Streets: Near the intersection of N 23rd St and Primrose Ave