OUR THOUGHT LEADERS
Investment & Benefit Strategies
Mahari manages our Investments and Benefits Strategies team where he specializes in tax-efficient investments and cost reduction employee benefits strategies for small businesses. He holds Series 7 and Series 66 Security Licenses and Life & Health Insurance Licenses.
Client Management Director
Chimere manages all aspects of client management and facilitates a smooth transition through each step of our streamlined process.
WE ARE VIRTUAL
We are a Full-Service Tax and Business Planning Firm. Founded in 2017 by Chae Dobson after working many years as a Tax Attorney at leading Tax Consulting Firms in the country, she gained extensive experience with creating and implementing tax plans and strategies for small business owners that resulted in MILLIONS of cumulative savings.
The beauty of Federal Tax Law is that it has no state boundaries; therefore, we are able to work with business owners across all 50 states.
Without the expensive brick and mortar offices, we can :
Reduce overhead costs which allow us to offer high quality & expert services at much lower costs than traditional firms
Create a better work-life balance for our employees and
Provide a more efficient process for our clients.
PROACTIVE, NOT REACTIVE
WE SHOW YOU THE HIDDEN MONEY!