Returns filed properly. Strategy that runs year-round. A CPA you can actually reach in July. Built for business owners and high-income individuals whose tax situation has more moving parts than a filing shop can handle.
You hear from your CPA once a year, and it's to ask for documents.
Your tax bill arrives as a surprise, every time.
You're operating in more than one state, or juggling multiple K-1s.
Nobody has looked at your entity structure since the day it was set up.
You have rental property, investment income, or stock compensation — and no one is coordinating it.
You have questions during the year and nowhere to put them.
For business owners and high-income individuals — including LLCs, S corporations, partnerships, C corporations, physicians, dentists, executives, and real estate investors.
We review your last two or three years of returns, your entity structure, and your current situation. This is where most of the missed opportunities surface.
We set out the strategy, the estimated tax position, and the decisions worth making — with the dates they need to be made by.
We meet each quarter to update projections, adjust estimates, and react to what has actually happened in the business rather than what we assumed in January.
Before December 31, while there is still time to act. This is the meeting that changes the number on the return.
Returns prepared and filed accurately and on time. By this point there should be no surprises — the work that mattered happened months ago.
The calendar covers what we know is coming. For everything else — a purchase, a new state, an offer on the table — call us before the decision, not after.
Preparing a return is one part of the engagement, not the whole of it.
We stay involved through the year, while decisions can still change the outcome
You have somewhere to put a question in June
Tax strategy is coordinated with your business goals, not treated as a separate exercise
Estimates are based on the current year, not last year plus a guess
Entity structure gets revisited as the business changes
Accuracy and compliance first, taxes legally minimized second
What any of this saves you depends on your specific facts. We will not tell you a number before we have seen your situation.
Because filing and planning are different services, and most firms only sell the first one. A return reports decisions you already made. Planning changes the decisions while you can still make them.
The other version of this question is whether ongoing advisory costs more than what you have now. Usually it does, in fees. The goal — and the reason clients stay — is that the tax savings are meaningfully larger than the fee. If we look at your situation and do not believe that is true for you, we will tell you, and you should keep the CPA you have.
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Both. We work with business owners and with individuals who have real complexity — high-net-worth clients, executives and employees with significant equity compensation (RSUs, options, and similar), investors with multiple K-1s or substantial investment portfolios, physicians, dentists, and real estate investors.
If your situation is a simple personal return with no meaningful complexity, we are not the right firm. There are far cheaper options that will serve you well.
Yes. Multi-state compliance is a routine part of the practice, including for clients who moved states or operate across several.
We handle notices on returns we prepared. If the notice results from something on our end, there is no additional charge. If it results from incomplete or missing information provided to us, additional work may be billed.
Project-based or a monthly engagement, depending on scope. We quote after the consultation, once we understand the complexity involved.
The earlier in the year, the more planning runway you still have. That said, we onboard clients at every point in the year — including late in the year and during filing season.
Answer a few questions and we’ll tell you honestly whether we’re the right firm for it. If we’re not, we’ll say so.
