About Us

Committed to Excellence

We are a boutique firm that works with business owners and high net worth individuals in areas such as tax planning, tax incentives, asset protection, estate planning and legal structures to maximize their taxable income and protect their life’s work.  With over 12 years of experience and background in law, finance and entrepreneurship, our team will work with you and your financial advisors to develop and implement a sound strategy taking into consideration the various stages of your life.  It doesn’t matter if you are starting your business of thinking about retiring, we can help you develop a plan to meet your short, medium or long term goals.  Want to experience the expertise of Trusts & Taxes LLC for yourself? Give us a call today and let’s discuss what we can do for you.