Who We Help

Established business owners

You want to understand profitability, plan for taxes, and make better use of the information in your books. Accounting and CFO advisory can support the regular review of financial performance, while tax planning and growth advisory address decisions beyond the next reporting period.

• Clearer financial statements and management reporting.
• Cash flow, business structure, and tax planning questions.
• Operating priorities, growth, and turnaround support.

High-income individuals and retirees

Your tax planning, retirement decisions, and longer-term wealth goals should inform one another. Ken's approach emphasizes a coordinated relationship and year-round discussion rather than treating each question as a separate event.

• Proactive tax and financial planning discussions.
• Retirement strategy and cash flow considerations.
• Coordination of personal goals with business or investment decisions.

Business buyers and investors

A business acquisition or investment can bring specialized planning questions into focus. The firm's services include ROBS and self-directed retirement-plan guidance, QSBS planning, and real estate accounting and cost segregation evaluation. The starting point is the proposed transaction and your goals, not an assumption that a strategy is suitable.

• Business purchase and retirement-funded business questions.
• Stock ownership and future sale planning.
• Real estate records and property-specific tax discussions.

Phoenix-based, with virtual service

Our virtual approach allows clients beyond Phoenix to work with the firm. Tell us about your circumstances and the kind of guidance you need so we can discuss an appropriate starting point.