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Things have changed, maybe they have changed for you.

If your income has dropped in recent years but your expenses did not drop as much then you may be considering liquidating assets. Most of the time when you sell assets, cash in retirement plans, sell a business or piece of real estate taxes are due. Our job is to show you how to minimize taxes both short term and long term.

If you are doing well in the current economy then you may be searching for someone who can create a strategy to protect your future income and assets from the tax increases that have been approved by Congress and beyond.

We have the ability to do tax forecasting, creating a "what if" scenario to estimate what your taxes will be under any given scenario. This removes the fear and anxiety clients feel and allows them to approach the payment of taxes with confidence that they know the facts.

Call or email us to set a time to talk.

Our continuous investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

We are located in Dunwoody Georgia at the Terraces North office building one stoplight north of Perimeter Mall next to California Pizza Kitchen on Ashford Dunwoody Road. Turn into the Terraces from Ashford Dunwoody Road and immediately turn right and follow the "visitors parking" sign to park in the covered deck of building 400 North. You will be on level 3. Take the parking deck elevator down to the ground floor and then enter the Terraces North building. We are in suite 900.


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