Tax Planning & Preparation

As a boutique firm we have the unique capability of offering tax planning and preparation services to individuals, families, and small businesses in addition to wealth managment.  Having the experience of both wealth and tax management allows our clients to benefit from the in-depth knowledge of two of the most impactful subjects that are faced in ones financial lives.  There are many overlaps that allow us to advise appropriately and help our clients make smart decisions.

Founder and President Leonard Sander spent the first 13 years of his career with the U.S. Department of Treasury/Internal Revenue Service (IRS) and the U.S. Attorney's Office and maintains the Enrolled Agent (EA) certification. 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck