Tax & Business Planning

Keeping more of your hard-earned money

Being a registered CPA, Scott speaks “accountant-ese”. We have the enhanced ability to collaborate with your own CPA to design and implement your personalized long-term, comprehensive tax strategy.

Simply put, the primary goal of our tax planning strategies is to help mitigate your lifetime effective tax rate. You’ve worked hard for your money, and we want you and your family to keep as much of it as possible. We are focused on finding creative and tailored tax solutions to help reduce the amount of taxes you will pay over your lifetime.

*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.