Our services are nationwide: Bookkeeping, Payroll and Tax Preparation Services. Specializing in: Asset Protection, Entity Structuring, Financial Planning, Risk Management, Tax Mitigation and Wealth Accumulation.

Nearly all of our clients go through a comprehensive planning program where every aspect of their financial life is engineered by our team of CPAs, attorneys and planners. This seamless approach ensures that you receive consistent advice that is unbiased, independent and best suited for you. Whether it’s protecting your assets, lowering your borrowing costs, or reducing your income taxes, we work for you. Best of all, your Optimal Plan is fully integrated and coordinated all under one roof. No more endless calls to an array of different CPAs, financial planners, practice consultants, attorneys, and stockbrokers. No more hourly charges for potentially conflicting advice. No more worrying about whether you are getting the best advice that ensures your long-term success.