Fiduciary Services

In the late 1990s, a long-time client of the firm died. The client owned 100% of a successful professional services...

There is nothing sinister in so arranging one’s affairs as to keep taxes as low as possible. Everybody does so, rich or poor, and all do right, for nobody owes any public duty to pay more than the law demands; taxes are enforced exactions, not voluntary contributions. To demand more in the name of morals is mere cant.

Judge Learned Hand

We offer integrated tax, legal and accounting services to our clients.

Bill Culp

The mind, once expanded to the dimensions of larger ideas, never returns to its original size.

Oliver Wendell Holmes, Sr.

Innovation distinguishes between a leader and a follower.

Steve Jobs

You have an obligation to the country’s tax system, but you also have an obligation to yourself to know your rights under the law.

Donald Alexander

The secret of all victory lies in the organization of the non-obvious.

Oswald Spengler

You can’t build a reputation on what you are going to do.

Henry Ford

A fool and his money are soon parted. It takes creative tax laws for the rest.

C. Bob Thaves

The best way to predict your future is to create it.

Peter Drucker

The years teach much which the days never knew.

Ralph Waldo Emerson

It requires a great deal of boldness and a great deal of caution to make a great fortune, and when you have it, it requires ten times as much skill to keep it.

Ralph Waldo Emerson

Money makes money. And the money that money makes, makes more money.

Benjamin Franklin

Property given away is the only kind that will forever be yours.

Martial (1st Century A.D.)

No man ever achieved worthwhile success who did not, at one time or other, find himself with a least one foot hanging well over the brink of failure.

Napoleon Hill

Real knowledge is to know the extent of one’s ignorance.

Confucius Quotes

It’s not what you make, it’s what you keep.

Franklin P. Adams

Your success in life isn’t based on your ability to change. It is based on your ability to change faster than your competition, customers and business.

Mark Sanborn

I am proud to be paying taxes in the United States. The only thing is, I could be just as proud for half the money.

Arthur Godfrey

The more heavily a man is supposed to be taxes, the more power he has to escape being taxed.

Paul Dickson

Never say you know a man until you have divided an inheritance with him.

Johann Kaspar Lavater

Nature cannot be tricked or cheated. She will give up to you the object of your struggles only after you have paid her price.

Napoleon Hill

People who complain about taxes can be divided into two classes: men and women.


A wise man changes his mind, a fool never.

Spanish Proverb

Try not to become a man of success, but rather try to become a man of value.

Albert Einstein

Our goal is for our clients to pay the least amount of taxes legally possible.

Bill Culp

Next to being shot at and missed, nothing is quite as satisfying as an income tax refund.

F.J. Raymond

The successful man will profit from his mistakes and try again in a different way.

Dale Carnegie

The hardest thing in the world to understand is the income tax.

Albert Einstein

The only difference between death and taxes is that death doesn’t get worse every time Congress meets.

Will Rogers

Ideas won’t keep: something must be done about them.

Alfred North Whitehead

Change is not made without inconvenience, even from worse to better.

Richard Hooker

The life of the law has not been logic, it has been experience.

Oliver Wendell Holmes, Jr.

Obstacles are those frightful things you see when you take your eyes off your goal.

Henry Ford