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Rule Your Return
Transform complexity into opportunity with our specialized tax planning strategies.
Start Your Journey

About Us

With over two decades of experience, we're dedicated to helping our clients conquer the tax season. We've helped thousands navigate their financial journey with confidence.

Partner with a Pro

Our team of certified tax planners and financial advisors possess a wealth of experience across diverse industries.

We are committed to staying up-to-date with the latest tax regulations and financial strategies, allowing us to deliver tailored solutions that cater to your specific financial goals.

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Services We Offer

Our tax experts offer a range of services tailored to your unique needs. From personal and business tax planning to international strategies, we're your compass in the world of taxation.

Individual Tax

Tax Return Preparation and Planning (Federal & State)

Quarterly Estimates and Withholding Recommendations

Required Minimum Distribution Calculations

Foreign Tax Issues and Reporting

Audit Assistance (Federal & State)

Trust Tax

Tax Return Preparation and Planning (Federal & State)

Trust Accounting

Trustee Fee Calculations

Trust Recommendations

Audit Assistance (Federal & State)

Estate & Gift Tax

Tax Return Preparation and Planning (Federal & State)

Wealth Transfer Consulting

Unified Credit Portability Planning

Charitable Giving Planning

Audit Assistance (Federal & State)

Business Tax

S-Corp, LLC, Sole Proprietorship, Partnership, C-Corp Tax Preparation and Planning (Federal & State)

Partnership Allocations

Entity Type Recommendations, Setup and Maintenance

Audit Assistance (Federal & State)

Family Foundation

Tax Return Preparation and Planning (Federal & State)

Setup and Administration

Check Issuance (Donations & Grants)

Acknowledgment Letters (Contributions & Grants)

501(c)(3) Status and Grant Review

What our clients say

Don’t just take our word for it. See what our clients say about ruling their returns.
5 etoiles trustpilot
06.07.2023
Icone Google Review

"Dave came in and saved the day! He is very intelligent and extremely knowledgable about investing and taxes. We sent him a curve ball and he knocked it out of the parkl!!! Multiple businesses, over seas accounts, alternative investments and so much more. He had to do some homework along the way but was exceptional to work with, very responsive and I highly recommend him to anyone looking for help!"

5 etoiles trustpilot
06.06.2023
Icone Google Review

"Knowledgeable, articulate, and forthcoming - Dave was an excellent interviewee. On a personal note I found him very pleasant to speak with and it was a pleasure to speak to someone very clearly on top of his game."

5 etoiles trustpilot
05.04.2023
Icone Google Review

"Dave did an excellent job on my taxes. He expertly navigated my exceptionally complex taxes, ensured compliance, and thoroughly explained every particular to me. I plan to work with him again in the future and highly recommend."

5 etoiles trustpilot
05.08.2023
Icone Google Review

"Dave went above and beyond to accommodate my needs. I appreciate his thoroughness and attention to detail. He provided much needed clarity and great recommendations."

Ready to Rule Your Return? Get in touch with our tax experts today.