Frequently Asked Questions

General

We’re a boutique advisory firm that integrates tax planning, financial planning, and accounting services. As a CPA-led practice, we provide clarity and confidence so you can make smart decisions about your money, business, and future.
We specialize in working with high-earning professionals, business owners, and growth-minded individuals who want a long-term partner for their tax, financial, and investment planning needs.
Unlike many firms, we combine deep tax expertise with personal financial planning. This means your financial plan and investment strategy are always tax-smart and personalized to your goals.

We start with a complimentary consultation to see if we’re the right fit. Then we follow a clear onboarding process: discovery, planning, implementation, and ongoing support. You’ll find more detail on our Our Process page.
Both. We serve clients across Central Florida and beyond through secure virtual meetings. Local clients are welcome to meet in-person at our office by appointment.
Our pricing depends on the complexity of your needs. We offer tiered service packages for tax planning, financial planning, and investment management. Visit our Pricing page for transparent example scenarios.

Absolutely, that’s our specialty. We believe your tax return should be the foundation of your overall financial plan.
Yes, as part of our comprehensive packages. We help you align your portfolio with your plan and tax strategy, so you can grow your wealth efficiently.
Most of our clients benefit from ongoing service packages, but we do offer standalone tax projects or consulting when appropriate.

Click the Book a Consultation button or reach out to us through our Contact page, we’ll be in touch within 1 business day.
We’ll send you a simple checklist beforehand. Generally, recent tax returns, income info, and your top questions are a great start.
Yes, we take client confidentiality and data security seriously, using encrypted systems and secure client portals.

We’re happy to help. Contact us anytime, we’re here to give you the clarity and confidence you deserve.