Who We Serve

Owners of Closely Held Businesses

Why They need us

They want to minimize their income tax liabilities.
They want to exit their business.
They want to transfer family assets to the next generation.
They want to make charitable contributions.

Leadership Team

Federal Tax Practitioners admitted to practice before the IRS.

Avo Mavilian, EA, Certified Wealth Preservation Planner

President

Antreas Hindoyan, JD, MS, Certified Wealth Strategies Advisor

General Counsel