Here are the answers to the most frequently asked questions we receive.
How are we different?
2. We don’t play tax experts on TV (or on our website and marketing materials), Aaron is a CPA in real life! He has specialized in tax for over 20 years, prepared thousands of tax returns, including other CPA’s tax returns! Our tax saving strategies are updated every year to take advantage of the most recent tax law changes.
3. Our clients love the convenience and professional coordination of their investments, tax preparation and planning, retirement planning, and estate planning assistance under one roof with the peace of mind it is done right.