A fine is a tax for doing wrong.  A tax is a fine for doing well. As of June, 2000, the Treasury Department has issued 20,000 pages of tax regulations with more than 8 million words. In addition, between all federal, state, and all municipalities, there can be as many as 39,000 different forms. Our favorite is Form 1118, Schedule J, "Separate Limitation Loss Allocation and Other Adjustments Necessary to Determine the Numerators of Limitation Fraction, Year-End Recharacterazation Balance, and Overall Foreign Loss Account Balances." If you are confused, you are not alone. Let us help you make sense of it all. You will find our solutions.........elegant.

We don't focus on what has been but what can be.  We are much more than a balance sheet and a bill.  We are a firm dedicated to providing sound technical expertise, compassionate customer care, and elegant financial advice.  We have noticed over the years something indisputable.  Those with the cleanest books are the most successful.

"Entrepreneurs and their small enterprises are responsible for almost all the economic growth in the United States." ~Ronald Reagan

"We contend that for a nation to try to tax itself into prosperity is like a man standing in a bucket and trying to lift himself up by the handle." ~Winston Churchill

"The government's view of the economy could be summed up in a few short phrases: If it moves, tax it. If it keeps moving, regulate it. And if it stops moving, subsidize it." ~Ronald Reagan

Combine your investment information from multiple accounts into a single location, and provide your tax professional access to your yearly gain/loss data for the preparation of your tax return.  Get accurate cost basis, capital gain tax lot data, and trade decision tools that maximize your after tax returns, providing better results for your investment portfolios.
Access your files with our secure, online document sharing application. Click here to enter your username and password.