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About Us

Your Tax Advisor

Travis W. Bart

Founder/Tax Advisor

Experience

Over 10 years of experience in the accounting and tax industry, with many of those assisting individuals and businesses.

Education

Bachelor of Business-Accounting from Walsh College. Licensed with unlimited rights to represent businesses and individuals before the IRS.

Certified registered Social Security Analyst – Licensed to help individuals plan for their retirement and fully optimize their Social Security benefits.

Specialty

Tax Planning Services for law firms and other practicing attorneys.

Working with businesses and individuals is my specialty. My mission is to help you take your goals to the next level. I will optimize the tax savings side of your business, giving you time and focus for everything else.

Helping Your Company Grow

Managing your taxes can be a struggle. You already have so many different aspects of your work to focus on, it can be a challenge to make sure you are doing everything correctly on the financial side of your business. That is why we decided to specialize in helping individuals and businesses take their tax strategies to the next level.  We do this by providing Tax Planning Services exclusively to individuals and businesses in the legal field. Our mission is to help you focus on managing your businesses and lives with the peace of mind that your taxes are being handled by a company that cares and is efficient. 

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