Tax planning · compliance · controversy
Our strategy is built on experience: we weigh every tax you’re paying together and plan around both your short- and long-term goals — so you save more, this year and for years to come.
Combined tax & public accounting, with a tax law background
Planning & compliance, unified
Why Choose Us
Other tax planners run AI-generated strategies and don’t actually know whether they hold up — until IRS or state notices arrive in your mail. We’ve spent years hands-on with these agencies across every kind of tax, so we know what works before you file.
AI-pumped
planners
Licensed CPAs, hands-on with the IRS & state agencies daily
Every tax planned as one — personal, business, payroll, state
Defends every tax position we take
Leverages AI & modern software — with human CPA judgment on top
Our Services
From forming your first entity to defending an audit — every tax situation, planned and filed under one roof.
01
Business Formation
Entity selection and a tax structure built to scale from day one.
02
S-Corp & C-Corp
S-elections, reasonable compensation models, and tax-efficient distributions.
03
Allocations, basis, guaranteed payments, and K-1s that hold up to scrutiny.
04
High-net-worth 1040s, Sec. 83(b) equity elections, ISO/RSUs, and pass-through integration.
05
PTET elections, state nexus, residency analysis, and multi-state filings.
06
Expat tax planning and exclusions, FBAR, Form 5471, GILTI, Sec. 962 elections, and treaty positions.
07
Generational transfers, gift tax, and Form 1041.
08
Form 990, public charities, and private foundations.
09
Tax Controversy
IRS tax pros — audit representation, notice resolution, and appeals, federal and state.
Basic Tax Filing
Straightforward return preparation and filing — no planning strategy, no controversy work.
Also Available
Founder · CPA, Tax Law
18+ years of public accounting and an advanced degree in taxation. Leads planning, structuring, and controversy work.
Lead of Audit
17+ years of audit experience at leading firms, with a focus on accuracy and independence.
Tax Compliance
Specializes in individual, business, and international tax, including complex cross-border filings.
A 30-minute consultation to map your entities and your savings.
Documents exchanged through a bank-level encrypted client portal.
