Practice Areas:
Tax Planning for:​​
“Real” tax planning isn’t simply taking a client’s financial information and dropping it into a computerized tax return preparation program
Mark C. Frey
About us

Tax, asset protection, and wealth management situations can be incredibly stressful. A dedicated and reliable advisor can make a significant difference in the outcome of your matter. We think global and prefer to act local.

Finding that perfect fit

What I do

Dedicated to helping businesses and individuals navigate the complex world of tax and finance.

Bringing solutions to a complex tax and administrative world. We aim to simplify your financial life while taking full advantage of time tested tax mitigation strategies.


Offering a wide variety of financial services


Asset Protection and Wealth Preservation

The terms Asset Protection and Wealth Preservation are sometimes used interchangeably. Asset Protection may be the preferred term to describe work done by a licensed attorney, and Wealth Preservation as services by financial planners or others. That may be an interesting distinction.


Civil and Criminal Tax Representation

As almost every American adult knows, the Internal Revenue Service selects tax returns for audit, or examination. This enables the agency to collect additional money that is owes to the federal government, but experts say the audit process also serves another important purpose. They help deter tax fraud.


Exit Planning and Business Valuation

Exit planning is a simple concept. It is the idea that business owners probably will, at some point before they decide to sell or transfer their business, do some planning around this critically important event.


Domestic and International Estate Planning

Domestic and international estate planning services are offered to assist the client in protecting their assets, and to minimize their taxation exposure, both in the United States and abroad. It sometimes ties in with other areas.


Professional Collaboration

Society of Trust and Estate Practitioners

The Society of Trust and Estate Practitioners (STEP) is a global professional body with more than 21,000 members, in approximately one hundred countries, consisting of lawyers, accountants, trustees and other practitioners, who help families plan for their futures.

American Academy of Attorney-Certified Public Accountants.

According to the American Academy of Attorney – Certified Public Accountants, dually – licensed Attorney – CPAs offer the best of both worlds. They are committed to safeguarding the right of the public to access the unique expertise of professionals who are, or have been, dually -qualified as Attorneys and Certified Public Accountants. Managing member, Mark C. Frey, is accredited as a dually-licensed member of the American Academy of Attorney-Certified Public Accountants. To verify his standing,


Our figures grow by the year

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