Most businesses call a lawyer only when something goes wrong. At Everwise Legal, we take a different approach: we help you anticipate challenges, make informed decisions, and build strong foundations that prevent problems before they arise.
Proactive legal guidance to help you structure, grow, and protect your business before issues arise.
Whether you're launching a new venture or scaling an established business, we provide the legal framework and strategic counsel you need to succeed. From entity formation to contract negotiation to compliance planning, we help you make smart decisions that protect your interests and support your goals.
Jim has owned a business. He knows what it's like to review a contract at 11 PM, to make a tough hiring decision, to navigate cash flow challenges while staying compliant. That real-world experience means you get practical, business-focused legal advice, not just legal theory.
Strategic, forward-looking tax advice tailored to your business goals, helping you minimize risk and maximize savings.
Tax strategy isn't just about filing returns; it's about making smart decisions throughout the year that position your business for success. We help you understand the tax implications of business decisions before you make them, identify opportunities to reduce your tax burden legally, and plan for the future with confidence.
Tax law is complex, but tax strategy should be clear. Jim translates tax code into plain English and helps you understand how different decisions impact your bottom line. You'll always know why we're recommending a particular approach and what it means for your business.
We handle your business tax filings with accuracy and insight, so you stay compliant and understand the financial story behind the numbers.
Tax preparation is more than just filling out forms. We review your financials, identify opportunities for optimization, ensure compliance with all regulations, and help you understand what your tax return reveals about your business health. You get accurate filings plus actionable insights.
We don't just prepare your taxes and move on. We take time to explain what the numbers mean, identify trends, and help you plan for the year ahead. Tax prep becomes a strategic conversation, not just a compliance checkbox.
Comprehensive planning that integrates your personal and business assets with tax optimization and family security.
Estate planning for business owners is more complex than standard estate planning. You're not just protecting personal assets; you're planning for business succession, minimizing estate taxes, providing for family, and ensuring your legacy continues. We help you navigate all of these considerations with a comprehensive, integrated approach.
As a Certified Specialist in Planned Giving (CSPG), Jim brings specialized expertise to estate planning. He understands the intersection of business law, tax strategy, and family wealth transfer. You get comprehensive planning that considers all aspects of your financial life.
Let's discuss your business needs and find the right solution for you.
Schedule Your Free ConsultationOr call us at 925-639-5924