Innovative consulting for your tax planning and tax issues.
Innovative consulting for your tax planning and tax issues.
Charles J. Zimmerer
PresidentOour fiduciary responsibility allows us to put the client’s interest at the forefront of the representation.
We can obtain outsized results because of the combination of our advocacy skills and quantitative backgrounds.
The marriage of law and accounting has helped us achieve great results for our clients.
Meeting the needs of our clients since 2007
Secure your wealth for generations to come with our comprehensive Wealth Planning, Estate Planning, and Asset Protection services. Our expert team offers strategic guidance in gift planning, estate management, and asset protection strategies to safeguard your financial legacy. Contact us to develop a personalized plan for your wealth and ensure its protection.
We believe our results derive from our work ethic.
Meet our team
We are committed to providing the highest quality service for our clients' needs. We use innovative thinking to achieve ideal resolutions and to deliver the best results possible. It is our privilege to provide an exceptional experience to each and every one of our clients.
Charles J. Zimmerer ESQ CPA
Mariah Becker ESQ
Kathelyn Molinares Zimmerer CPA
What our clients say
I want to express my deep gratitude for everything you’ve done to help my wife with this headache she had. It’s done and settled with the IRS. You are the best. You fought for us, you gave us the best deal in town, you were very considerate and we just clicked. This is something you never see and I’m extremely grateful for your help. We’re getting ready to retire and we wanted to resolve all the issues to retire in peace. I just want to thank you again.