Proud To Be Your Tax Specialist… All Year Long

Our work doesn’t stop April 16th. We work with you all year long to ensure the strategies we implement continue to scale with your business and work to minimize your tax liability.

Saving Clients Thousands on Taxes Since 2000

The Tax Industry is Broken

Trusted Tax Strategists & Accounting Professionals

From how the tax code originated and became law to the unpleasant process of filing taxes – we think the tax industry is broken. Fact is, no one likes to pay taxes! Our industry-leading tax strategists deliver comprehensive tax services to support individuals, businesses and organizations of all sizes. Through advanced tax strategies, we are able to maximize your savings, while complying with all applicable tax laws.

Our Approach

Simply put, we want to help you KEEP your hard earned income! To do this, we capitalize on saving opportunities and leverage the tax code to significantly lower your tax bill.

Our Process

Tax Advisory Services (TAS) is the process of providing monthly or quarterly consulting so you pay the least amount of tax possible. Our proactive approach to tax planning has proven to save our clients thousands, even hundreds of thousands of dollars each year!

Our Services

Most people believe that their CPA, accountant, or tax preparer is saving them on taxes. The fact is, they are not. They are just preparing your tax return and submitting it to the IRS for reporting. We start with a tax assessment that allows us to understand your tax position and more importantly how to help you keep the money you have earned.

Telemedicine

We understand the unique tax position the telemedicine industry is facing. Let our experts help you take advantage of key tax saving opportunities.

Specialty Doctors

The way you’ve always done your taxes isn’t necessarily the right way. From a reasonable compensation analysis to applying tax saving strategies, our team can save you money.

Business Owners

Owning a business is challenging enough, let along worrying about taxes when making business decisions. Let our tax experts develop a plan that helps you focus on what really matters!

Our Services

EthicsPro Will Help You Rethink Your Taxes

Tax Strategy Services

Our team becomes your team. We assess your tax situation, develop a focused strategy, and show you how our tax strategies save you thousands of dollars each year.

Strategy Implementation

We meet with you monthly or quarterly, review your business financials, personal expenses and implement core strategies proactively so you never overpay on taxes again. We prescribe advanced tax strategies whenever you are in high tax brackets year over year.

Tailored Services

We tailor our services to meet your business needs. With our team of experienced tax and accounting professionals, you get all of the benefits of hiring experienced tax experts in house.

Why Choose Us

Tax Strategists & Tax Professionals

A Detail-Oriented and Personalized Approach

We enjoy seeing you find financial success and strive to protect your hard-earned money by crafting effective tax strategies, reducing overhead costs, and minimizing unnecessary expenses. Regardless of your company’s industry, we have the skills and expertise to provide a streamlined, stress-free experience. Our experts are proactive, thorough, and committed to your continuing financial well-being. You can count on our team to craft a unique package that suits your needs and keeps you regularly apprised of your financial status.

Comprehensive Tax Plan

Legal Entity Optimization

Tax Preparation & Filing

Compliance Management

Asset Protection / Insurance

Retirement Planning

Wealth Management Review

Core Strategy / Implementation

100-250%

Average Return on Investment

$ 0

Average Yearly Client Savings