DEMYSTIFY AND SIMPLIFY THEIR
FINANCIAL LIVES, BUILD AND MAINTAIN
WEALTH AND FINANCIAL SECURITY, AND
HELP MAKE THEIR DREAMS COME TRUE.
With over 30 years of experience, Ron specializes in planning for tax minimization and tax preparation. His approach to taxes is “strategically aggressive” which means using the nuances of the tax code to be sure our clients are paying the lowest tax allowed by law. Although audits are few, Ron has an excellent track record when defending clients facing a tax audit.
David brings a wealth of knowledge and over 30 years of experience to our business management clients, providing the financial guidance necessary to lead them in the creation of secure financial futures and long-term peace of mind. David is direct and to the point. If you’re serious about creating a secure financial future, David will definitely help you get there.
Tom is our entertainment business management specialist and small business outsourced CFO. Tom has over 30 years of experience running the financial activities of entertainment clients and small businesses. Tom will take all the hassles away from your financial management so you can do what’s best for you: Focus on your business and career while letting Tom handle the day-to-day financial details.
DREAMS COME TRUE.
9301 Wilshire Blvd., Suite 507
Beverly Hills, CA 90210
1632 42nd St.
Brooklyn, NY 11204