Who We Serve
Our practice is built around clients with multifaceted financial lives. We work best with individuals and families who have:
Multiple income sources – Whether you’re earning W-2 income alongside consulting work, rental properties, or investment returns, we help you coordinate it all efficiently.
Investment portfolios that need attention – From stock options and equity compensation to taxable brokerage accounts and capital gains strategy, your investments deserve thoughtful tax planning.
Business ownership – Whether you’re running a solo practice, managing a growing company, or juggling multiple business interests, we understand the unique challenges you face.
Real estate holdings – Rental properties, vacation homes, or commercial real estate all come with their own tax considerations—we help you maximize the benefits while staying compliant.
Complex situations that require year-round guidance – If your financial life doesn’t fit neatly into a box, you’re exactly who we’re here to serve.
If this sounds like you, we’d love to explore how we can work together. On the other hand, if your tax situation is straightforward and software like TurboTax handles everything you need, that’s wonderful—but we’re probably not the right fit. We focus on clients whose situations benefit from personalized strategy and ongoing support.
Our Standards
Timely communication – We respond promptly and keep you informed every step of the way, so you’re never left wondering where things stand.
A selective client list – We intentionally limit the number of clients we serve so we can give each relationship the attention and care it deserves.
Seamless, paperless experience – From secure document sharing to digital signatures, we make the process efficient and environmentally conscious without sacrificing security.
Personalized connection – You’re not a number to us. We take the time to understand your unique situation and build a relationship based on trust and genuine care.
Collaborative approach – We work alongside your other advisors (financial planners, attorneys, bookkeepers) to ensure everyone’s on the same page.
Services
Individual Tax Compliance
We prepare individual tax returns with meticulous attention to detail, but our focus extends beyond this year’s filing. Every decision we make—from the deductions we claim to the strategies we recommend—is evaluated with both your current situation and future goals in mind. It’s about more than compliance; it’s about positioning you for long-term success.
Individual Advising
We advise individual clients on a wide range of financial decisions that extend far beyond this year’s tax return. Whether you’re navigating stock options and equity compensation, strategically harvesting capital gains and losses, planning for college expenses, or finding the right balance between building retirement savings and maintaining cash flow today, we help you make informed choices that support both your immediate needs and long-term goals. These are deeply personal, family decisions—and we’re here to help you navigate them with clarity and confidence.
Entity Tax Compliance
We prepare business tax returns for a wide range of clients—from solo medical practices to large industrial operations—and treat each one with the same level of care and precision. Our approach is collaborative: we work closely with business owners and their bookkeepers throughout the year, answering questions and helping get the books in order. The goal is always an audit-proof return that reflects the true financial picture of your business, giving you confidence and peace of mind when you sign on the dotted line.
Business Advising
Beyond preparing your business tax return, we provide strategic advice on the decisions that shape your company’s future. Whether you’re choosing the right entity structure from the start, managing complex basis calculations, or planning for succession and exit strategies, we help you navigate these critical choices with confidence. Our goal is to ensure your business is structured efficiently today while positioning you for a successful transition tomorrow—whether that’s passing it to the next generation or maximizing value in a sale.
Bookkeeping Review
We provide in-depth bookkeeping and financial statement review to ensure your records tell the complete, accurate story of your business. If your books aren’t talking to your tax return, they’re not speaking the same language—and that disconnect can cost you in missed deductions, audit risk, and strategic blind spots. We bridge that gap by making sure your financial statements and tax filings work together seamlessly, giving you reliable data for decision-making and a solid foundation when tax season arrives.
State Tax Issues
We help clients navigate the complex world of state taxation, where the rules are constantly shifting. Whether you’re dealing with pass-through entity elective taxes, multi-state nexus issues, or making strategic residency decisions, we bring clarity and strategy to ensure compliance while minimizing your tax burden across every jurisdiction.