Can I keep working with my current tax preparer or attorney?

Of course!  While most of our clients take advantage of our in-house team of CPAs for their taxes, we're happy to partner with your chosen tax preparer and other professionals to make sure everything stays aligned with your overall financial plan.

With your permission, we’ll coordinate directly with them—handling the details so you don’t have to. Let us do the busy work while you focus on enjoying life!