By the insurance company when a policy is written, not by you. The first call carries no obligation.

What happens in the first meeting?

Ten questions, nothing to buy. You leave with one page of questions, not a quote. If there is nothing to do, we say so.

Why would you need my tax returns?

Your tax breaks show up on the return. A privacy agreement (NDA) first, secure upload, your CPA copied.

Contact

Thirty minutes on your business and your tax picture. Nothing to buy. If there is nothing to do, we say so.

Bring your CPA (tax accountant). Our tax attorneys, exit planners, financial planners, valuation analysts and CPAs work alongside yours.

Schedule a Meeting

Next open time, one tap. Or pick your own.

Or call 248.742.0065Mon – Fri: 9:00 AM – 5:00 PM

Three answers

How are you paid?: By the insurance company when a policy is written, not by you. The first call carries no obligation.
What happens in the first meeting?: Ten questions, nothing to buy. You leave with one page of questions, not a quote. If there is nothing to do, we say so.
Why would you need my tax returns?: Your tax breaks show up on the return. A privacy agreement (NDA) first, secure upload, your CPA copied.