Personal Tax & Wealth Services

Our wealth & tax advisory services are designed to work together. Strategic tax advisory on the personal level typically happens within a client's investments and wealth protection strategies. This why we've created integrated wealth & tax advisory services all under the Dark Horse umbrella. Our coordinated CPA and CFP team combines bespoke financial advisory with tax savvy to achieve the most after-tax growth possible.

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Taxes

Advisory & Planning

Tax advice designed to maximize the return on both your time and money in the form of unparalleled tax savings.

Filing & Resolution

Whether filing a tax return or addressing issues from previous tax years, we're here to protect you from the IRS and state agencies.

Private Wealth

Financial Advisory

We've brought wealth management & tax advisory together under one roof so investment decisions and tax strategies can coexist in harmony. No longer does the tax (or investment) tail wag the dog. Our CPAs and CFPs put their ego aside to get the best overall results for you.