You have concerns — I have solutions

Your  business goes through several life cycles. We save you money in every cycle.  

We are your legal boutique. We are your mentor. Our goal is your happiness and satisfaction. When you visit, don’t expect to see an imposing law firm.

• Are you paying high taxes without knowing why? Understand & pay less. 
• Is your family afraid of what will happen if you die? Plan your estate! 
• Are you considering a complicated transaction? We can advise you?

As mentioned in a recent Post on LinkedIn, I will not take you as a client unless I can save you at least $2,000 in taxes. With 5% growth, $2,000 saved per year adds up to more than $14,000 in 5 years alone, almost $30,000 in 10 years.  Do the math. Tax savings enhance wealth building.

As a 2017-2020 Super Lawyer, I can help you with ease and effectiveness. I want to see a smile on your face! 

Here’s How I Work:

YOUR TAXES: The best time to do something is NOW! It is never too early to set up transactions and records. Don’t let it become too late. As your mentor I can help.

YOUR ESTATE: You cannot predict when you will need your estate planning documents. God does not ask your permission before he sends you that invitation. So make sure that you have the best estate plan and that you understand it. For more information, see the Estate Planning and Probate tab or use the Search Box.  Look up “trust” in this website for more information.

CONTRACTS: don’t use internet agreements and don’t sign agreements that you don’t understand. I negotiate contracts that last because they are win-win. They benefit all parties. For more information, see the Business tab or use the Search Box.

This website shows thousands of ways to save thousands of dollars. So read on. 

If you are a successful individual or business or property owner I may be the only tax and legal adviser that you’ll ever need. Here is why:

⊗ As a tax attorney, I am more than an accountant. I am your legal advocate.
⊗ As a former IRS lawyer, I have inside experience.
⊗ Instead of telling you you can’t do it, I show you how to do it.
⊗ As a former corporate counsel, I negotiate win-win contracts.
⊗ As your legal mentor, I teach you how to implement my strategies.
⊗ I provide ease and effectiveness in the most convoluted tax and legal areas.

Hire me for:

1. Professionally prepared tax returns.
2. Personal tax planning, generated with my Tax Mastery(c) program.
3. Answers from a LAWYER  based on respected sources like Bloomberg Law.
4. Legal representation against the Internal Revenue Service. 
5. Considerate, personal estate plans, wills, and trusts.
6. Representation before the Shelby County Probate Court,
7. Entertaining seminars to inform and entertain your group.
8. My WealthWISe e-letter: regularly updates you on fast moving laws.
9. Win-win contracts for your business that benefit both parties,
10. Knowledge, Knowledge, Knowledge that puts you in control.

Check out my Credentials and Testimonials

Questions? Contact me today and try out my services with a FREE 1/2 Hour Consultation reviewing your question, your tax return or legal documents. We will provide valuable materials covering your question.

This Website only presents the  tip of the iceberg. Do not act on it the advice of a tax professional.