Your Team for Tax Strategizing

Get to know our expert advisor team that will help you plan and make tax smart decisions.

Who We Help

Our goal is to create relationships that are so significant that we are your second thought when life is pushing you to take action. As a team of creative problem solvers, we are your guides on the path to True Wealth.

Small business looking to make strategic tax planning decisions

Business owners that retained their employees during COVID

CPAs looking to be more strategic about their clients tax liability/savings

Companies involved in product, process, and technology development

Why Forefront Tax Planning?

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Expertise
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Specialized
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We Care About Your Business
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Comprehensive Business Support

Expertise

We're a team of tax attorneys and business advisors with years of experience.

Specialized

Tax strategy is what we do. We're not a jack of all trades because we stick with what we know best.

We Care About Your Business

We are entrepreneurs as well, so we want to help strengthen your cash flow.

Comprehensive Business Support

We have a network of companies that can provide business support for more than just taxes. If we can't do it for you, we know someone that can.

Meet Your Tax Strategizing Team

Jennifer Varteressian, Esq.

President

Tax Attorney

Eric Negron, CEPA

Business Advisor
Exit Planner
Tax Strategist

Jay Karamourtopoulos CFP, MBA, CEPA

Business Advisor
Exit Planner
Tax Strategist

Chad Rixse, CRPS

Business Advisor
Tax Strategist

Chris Marrone, CFP

Business Advisor
Tax Strategist

Get to Know 
Our Team Better

Start with a 15-minute discovery call with our team to determine your eligibility.