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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.

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

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