PROJECTS
Residential Rentals & Construction
It's amazing how far behind the vast majority of contractors are and all their "buddies." Quite frankly we find it to be criminal. Sadly it's the buyers who trusted them (often with substantial money) that lose out. We've been ahead of the game, and our speculation on what the future holds in terms of valuations in this arena are one of our most confident. UPDATE: Since we first explicitly put this out, we feel we have been well vindicated with the release of Covid-19.
Tax Planning & Execution
Let's face it, death and taxes are the two sure things we will face in this life. Luckily our talented members really love this stuff. They love finding legal ways to help our clients and navigating gray areas. We do it right and we do it professionally, something you'll find is amazingly rare nowadays and we are talking about even just the basics. When we take a position you can sleep well at night with nothing to worry about and if the IRS wants to chat we keep a playlist on queue for that moment.
Financial Planning
This is just part of being able to be competent advisors. We get creative, truly intelligent, caring people together from different aspects to help make better decisions for our clients (and selves). Which even speaking to caring it ranges from professional care & diligence, sadly rare it seems, to just plain outright kind, caring, and patient.
Don't worry, we don't mean creative in the "creative accounting" sense... we leave that to others which was one of Mr Moss's core beliefs and reasons for founding this enterprise. We also don't look to be singing New York Minute by The Eagles or worrying about money that never sleeps.
Technology Implementation
This again is just an extension of our core mission and practice. Our clients have been grateful for our approach even though we had to do it one piece of tech at a time with them kicking and screaming the whole time. Now they can't imagine being without it.
We'll get you there, and then some so that life in the longer run is easier, more profitable, and more enjoyable (remember who you were when you dreamed as a kid).