We serve business owners in the Johns Creek area as well as nationwide.

Looking for advice you can trust from a Certified Tax Planner?

We get it. And we can help.

Services

Tax Planning

Our tax planning professionals focus on mastering the nuances of tax law, complex tax codes and staying up-to-date on changes that will affect your tax returns throughout the year.

CFO Services

Our part-time CFO services provide you that valuable financial advice at a fraction of the cost – a perfect bridge for this stage of your company’s growth.

Accounting Done For You

Don’t waste your valuable time on bookkeeping and finances… Give yourself time to do what you do best.

Tax Problem Resolution

Let our team of experienced tax relief experts help you find the light at the end of the tunnel.

Who We Serve

Medical Practice Owners

Our proven methods for minimizing taxes enable doctors and dentists to pay the lowest amount of tax possible and increase personal wealth.

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Small Business Owners

We show business owners tax strategies to take advantage of legal tax deductions that dramatically reduce taxes.

Real Estate Investors

We empower investors to decrease taxable income, minimize the risk of an audit, and achieve long-term financial goals.

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tax strategies

Certified Tax Planning Perspective & Insight

Does this resonate with you?

You want to figure out how to owe the government less and keep more of the wealth your business has worked to hard to build. And maybe you’re ahead of the curve and have already put some work into using the right tax strategies to reduce your business’s IRS obligation. But you’re frustrated by the ever-moving tax law targets which hinder you from achieving that goal.

Everywhere we turn, we hear more and more business owners crying out for expert guidance. Is that why you’ve come here today?

If you’re looking for optimized tax strategies from someone who is professionally (and daily) acquainted with the tax code and who understands the nuances of your business’s specific industry, then you’ve come to the right place.

We’ll take into consideration your situation and the tax implication of every decision to ensure that your business is protected and is positioned for growth.

We are Certified Tax Planners (CTP), which means our clients benefit from proactive, strategic tax planning professionals that are trained beyond traditional accountants and CPAs.

Let us help you make the right moves to keep your business positioned well for future tax years and inevitable changes to your income, the tax code, and the economy.

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