History

Our firm began providing tax planning and CPA services in 1980. As the practice grew and expanded, we increasingly specialized in complex tax planning for high net wealth individuals and their family businesses. Because of the high level of service our firm was able to provide for income and estate tax planning services, we were increasingly involved in providing services related to these areas, including coordination with attorneys and other advisors, consultation on unique investment opportunities, family asset management, family conflict resolution, budgeting and legacy or succession planning. Saddock Wealth is the arm of the firm specifically designated to serve as a family office for such family needs.