High net worth clients have unique needs beyond just the management of their corporate and personal tax planning. We work with our high net worth clients to ensure that their needs are met.
We work with our clients both entering and during retirement with a focus on tax minimization. We also ensure that those wishing to do so can leave a lasting legacy.
Our business works with over 200 physician clients. We assist in both the accounting and tax needs of our physician clients in all phases of their career from their initial incorporation to their retirement.
Our dental clients have unique needs in running their practice. We can assist with a practice start-up or practice purchase and the eventual sale of the practice.