Company

Jeff is strong in tax as well as an independent registered investment advisor located in Chanhassen, Minnesota a suburb of Minneapolis. He shares his life with his two boys, two yorkies, and a bunny.  When not working, he remains busy playing competitive tennis and coaching youth sports.  He provides professional financial planning and investment advice as well as individual and business tax preparation.  He will tailor to your personal financial circumstances. Working to design and help you … [Read More...] 

Whether your interest is personal or business tax we carefully give an analysis on your situation and use experienced judgment to maximize your current situation or portfolio with the combination of new tax laws and strategies.  We offer year round tax planning to help prevent liabilities and assets that can be taken by our federal government, the IRS.  We help you become educated as we work with you.  We recognize each person’s financial and tax situation is unique. Receive a free no … [Read More...] 

 My services are offered on an as-needed basis, so you have the flexibility to engage me on a one-time basis, or to maintain an ongoing relationship. There are no mandatory long-term contracts or commitments. I work for you to obtain maximum results for the period you choose. Receive a free estimation on your income tax filing, by calling or filling out the form and submitting to us.  It’s that easy!  Many of the fees for our investment products are paid by the companies I do business with.  … [Read More...]