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Self-employed? Pay too much tax? We can help.

Lower Your Taxes

Reduce Your Stress

Make Work Optional

Pre-tirement Planning for the Self-Employed

While many of our clients are already retired, our Pre-tirement planning services are specifically designed for self-employed professionals. If you’re self-employed, pay too much tax, and are looking to make work optional – we can help.
  • Sole Proprietors
  • Single Member LLCs​
  • S-Corp Filers
Learn more about our Pre-tirement planning services




1. The time of transition from “working too much” to “making work optional.”