IN Private™

When the reasons for remaining "a couple" are no longer there and married people decide to part company, there is no reason this has to cause financial ruin of your business and family finances.  We help unrevel the legal and financial affairs of folks that have just decided to move on.


Patents, copyrights and trademarks are very valuable assets for businesses today.  The US Government affords a way of protecting your rights in these assets.  Knowing what to protect and how to protect it is where we come in!  We are also the number 1 brand in Identity Theft Protection.  www.idology1.com 


We expertly negotiate Offers In Compromise with the Internal Revenue Service for taxpayers who are willing to work in good faith to pay their tax obligations.  We will negotiate affordable payment programs for you!

I Vest™

We coach people on how best to invest their savings. We advise families and businesses on the risk and return of each potential investment.


Having good bookkeeping and accounting systems is critical to the success of any enterprise.  We know how to do it right!


Term insurance is a critical part of family financial planning and good business planning.  We work to find you the most affordable insurance products on the market.

The Tax Man

Proper preparation and filing of income tax returns is critical to long-term success in life.  Paying the minimum tax the law allows is our primary focus.  Tax deferred savings plans are a must for any business person.  We consult on individual, corporate, partnership, estates, trusts, and caritable institutions tax matters.

We have you covered for everything you might need when operating a business or during times in your life when your family finances need attention.  Our seasoned professionals provide comprehensive consulting services in the areas noted here.



Everybody needs a basic estate planning package, which includes a Will, a Trust, a Durable Power of Attorney, a Health-Care Proxy and an End Life Declaration.  We prepare these and other documents for you and make sure all the "I"s are dotted and "T"s are crossed.

IN Corp

The proper entity to take ownership of your business is critical to your success.  There are advantages and disadvantages to each type: corporation, limited liability company, partnership, etc., and experts in tax, law and accounting must be consulted.  Fortunately, we are the experts!

  • Federal and State Tax Planning & Returns
  • Franchise Development
  • Bookkeeping and Accounting
  • IRS Settlement Negotiations
  • Corporations and LLCs
  • Private Divorce Consultations
  • Intellectual Property Protection
  • Legal Document Preparation
  • Investment Coaching
  • Term Insurance

Unique™ Franchise Systems

A successful franchise company has Seven Excellents™ for Business Success: Brand, Team, Concept, Investment, Capital, Validation and Dedication.  We've helped over 400 companies attain these!