Tax Preparation, Planning and Consulting
High-net-worth Individuals, Family Businesses, Real Estate Investors
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Strategic tax preparation, planning and wealth advisory for high net worth individuals.
When your financial situation is complex, you need advisors who understand the nuances.
Personalized, high-quality accounting and financial services to help you manage wealth and achieve your financial goals with precision and expertise.
We pride ourselves on being trusted advisors and long-term partners, delivering tailored solutions that address each client’s unique needs and goals.
Welcome
After two decades serving high net worth individuals and business owners, we’ve built our practice around one principle: sophisticated financial situations demand sophisticated solutions.
Whether you’re managing multiple business entities, coordinating cross-border tax obligations, navigating significant wealth transfer, overseeing real estate portfolios, or optimizing multi-state tax positions, we provide the strategic guidance and technical expertise your situation requires.
We don’t just prepare returns—we architect comprehensive tax strategies that integrate with your broader wealth management objectives. Our clients include successful entrepreneurs, real estate investors, family offices, and individuals managing substantial inherited or accumulated wealth.
Our Approach
Comprehensive, not transactional. We take time to understand your complete financial picture—business interests, investment portfolios, estate planning objectives, and long-term wealth preservation goals. This holistic view allows us to identify opportunities and strategies others miss.
Proactive strategy, not reactive compliance. While flawless execution is our baseline, our real value lies in forward-looking tax planning. We model scenarios, project implications, and help you make informed decisions before they impact your tax position.
Integrated advisory relationships. We coordinate seamlessly with your attorney, wealth manager, and other advisors to ensure your tax strategy supports your broader objectives. Many of our clients rely on us as their primary financial strategist.
Discretion and security. We understand the importance of privacy when handling sensitive financial information. Our practice maintains strict confidentiality protocols, and our secure digital infrastructure (including encrypted client portals and multi-factor authentication) exceeds industry standards.
Deep technical expertise. Complex situations require deep knowledge. Our team stays current on evolving tax law, frequently handles multi-state matters, and specializes in sophisticated planning techniques that require both technical mastery and practical judgment.
Services
Tax Planning & Strategy
Proactive, multi-year tax planning that coordinates timing strategies, entity structuring, income recognition, deduction optimization, and wealth transfer techniques. We model alternative scenarios and help you understand the long-term implications of major financial decisions.
High Net Worth Individual Returns
Comprehensive preparation for individuals with complex situations: multiple income streams, significant investment portfolios, rental properties, multi-state obligations, foreign assets, AMT considerations, and concentrated stock positions.
Business & Multi-Entity Structures
Strategic guidance and preparation for successful business owners: entity selection and restructuring, S-corporation optimization, partnership allocations, basis tracking, reasonable compensation analysis, and business succession planning.
Estate & Wealth Transfer Planning
Tax-efficient wealth transfer strategies coordinated with your estate planning attorney: gift and estate tax planning, generation-skipping transfer strategies, trust tax preparation, basis step-up planning, and charitable giving optimization.
Real Estate Investor Services
Sophisticated real estate tax strategies: cost segregation studies, 1031 exchange planning and execution, passive activity loss optimization, real estate professional qualification, multi-property portfolio management, and partnership waterfall analysis.
Multi-State Tax Strategy
Navigating complex multi-state obligations: residency planning, state tax credit optimization, apportionment strategies, nexus analysis, and minimizing aggregate state tax burden for individuals and businesses operating across multiple jurisdictions.
Who We Serve
Clients who find us delivering the most value typically have:
- Multiple income sources or business entities
- Significant investment portfolios requiring tax-loss harvesting and coordination
- Real estate holdings or complex property transactions
- Multi-state tax obligations or residency considerations
- Estate planning needs involving wealth transfer or trust structures
- Annual tax preparation fees of $2,500+ reflecting situation complexity
If your tax situation can be handled competently by widely-available software or seasonal preparers, we’re likely not the right fit. We focus exclusively on clients whose circumstances demand specialized expertise and strategic advisory relationships.
Our Standards
Minimum engagement: $800
This reflects our focus on substantive, complex work rather than high-volume simple returns. Most of our client relationships involve significantly higher fees commensurate with situation complexity and the strategic value we deliver.
Digital-first operations
We utilize secure, encrypted client portals for document exchange, e-signature, and communication. While in-person meetings are available when valuable, our digital infrastructure allows us to serve clients efficiently regardless of location.
Selective client acceptance
We maintain manageable client loads to ensure every relationship receives appropriate attention and strategic focus. We’re currently accepting new clients whose situations align with our areas of expertise.
Meet the Team
We are a team of accountants with over 20 years of experience in providing accounting, auditing, tax and consulting services to individuals and businesses. We are committed to delivering high-quality, professional and personalized solutions that meet the needs and goals of our clients. Whether you need help with bookkeeping, payroll, tax preparation, financial reporting, or business planning, we are here to assist you. Contact us today to find out how we can help you achieve your financial success.
With 20 years specializing in high net worth tax planning and preparation, Alex has built deep expertise in complex individual returns, multi-entity structures, and integrated wealth strategies. Known for translating technical complexity into clear strategic guidance, Alex serves as the primary advisor for clients with sophisticated planning needs.
Alex’s areas of focus include multi-state tax optimization, real estate investor services, business succession planning, and coordinating tax strategy with broader wealth management objectives.
John specializes in business taxation and entity structures, with particular expertise in S-corporation optimization, partnership allocations, and multi-entity business planning. He works closely with business owners to ensure proper entity selection, compliance, and tax-efficient operational structures.
John’s areas of focus include business entity optimization, reasonable compensation analysis, basis tracking for pass-through entities, and strategic guidance for entrepreneurs and family-owned businesses.
Dan serves as your primary point of contact for client services and technical support. With a background in IT, Dan ensures seamless communication through our secure digital systems and helps clients navigate our client portal, document management, and online services. Dan coordinates scheduling, manages client communications, and ensures your experience with our firm is efficient and professional.
Ready to Discuss Your Situation?
We begin every potential relationship with a conversation to determine if we’re the right fit for your needs. This consultation allows us to understand your situation and explain how we approach similar circumstances.
If your tax and financial planning needs require sophisticated expertise and strategic guidance, we’d welcome the opportunity to discuss how we might serve as your advisors.
$100k Business Revenue, 3 Real Estate Properties
