About
We are a full service “person to person” firm located in Boca Raton, Florida.
The firm provides business, tax, estate planning and financial services to individuals, estates and trusts.
​
Proper planning should be done on a year-round basis. Changes in your life mean changes in your taxes! If anything unusual or exciting has happened in your life… If you got married, divorced, had a child enter your life, married off a child, won the lottery, bought or sold a home or business or any other major change, it might make a difference regarding your tax situation.
​
If any business or tax advice is contained in this communication, it is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties.
Member:
American Institute of Certified Public Accountants
Florida Institute of Certified Public Accountants
Greater Boca Raton Estate Planning Council
The National Association of Estate Planners and Councils
