WIN WITH CLARITY.
BUILD WITH CONFIDENCE.
STAY PROTECTED AT EVERY TURN.
We partner with high-earning individuals and growing businesses to transform taxes from a yearly obligation into a strategic advantage—through proactive tax planning, tax-ready bookkeeping, and calm, experienced support when the IRS comes calling.
VALUE PILLARS
Proactive
Tax Strategy
Custom planning designed for $300K+ earners and scaling businesses—not generic returns.
Tax-Ready
Bookkeeping
Clean, accurate books that eliminate surprises and support smarter decisions year-round.
IRS Audit &
Representation
Clear guidance and confident advocacy when the stakes are highest.
Best-in-Class
Communication
Responsive, transparent, and proactive—because unanswered questions cost more than money.
WHAT SETS US APART
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Entity Selection, Formation & Restructuring
Asset & Depreciation Planning
Tax Credit Strategies
Dividend, Salary & Partner Distribution Planning
Fractional CFO Services
Annual and Quarterly Tax Planning
Professional Bookkeeping Services
Cash Flow Management & Budget Forecasting
Audit-Ready Compliance & Protection
Corporate Governance Guidance
Industry-Specific Tax Incentives
Corporate Tax Return Filing
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Contracted & Part-Time Financial Expertise
Corporate Budgeting & Planning
Cash Flow Management
Financial Forecasting & Analysis
Tax Strategy Integration
Risk Management & Compliance
Executive-Level Financial Reporting
Tax Compliance & Filing
Mergers & Acquisition Advisory
Aligning Business Goals with Financial Strategies
Comprehensive Accounting Management
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Sole Proprietors, LLCs, S-Corps, Gig Workers, & Independent Contractors
Business Entity Restructuring & Formation Strategies
Qualified Business Income (QBI) Optimization
Strategic Business Growth Planning
Partnership Allocation
Budgeting & Cash Flow Analysis
Small Business Tax Compliance & Legal Considerations
Small Business Tax Return Filing
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Tax Return Filing
IRS & State Audit Representation
Retirement Fund Tax Planning
Multi-State Filers
Real Estate Investment Strategies
Small Business Tax Strategies
State and Local Tax (SALT) Planning
Family Budgeting & Financial Analysis
Comprehensive Tax Reduction Strategies
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Tax Strategies for Real Estate Investments
Advisory for Property Flippers
Short Term vs Long Term Rentals
Cost Segregation Studies - Performed by Our In-House Affiliate Team
1031 Exchange Planning & Execution
Depreciation Strategies
Crystal Ball on Tax Savings Prior to Purchasing Property
Advisory for Acquiring Existing Businesses
Fraud Protection & Forensic Accounting for Business Acquisitions
Offset Strategies on Multiple Assets
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High Level Purchase & Sale Planning
Alternative Minimum Tax (AMT) Strategies
Harvest Loss Strategies
Bargain Element Analysis
Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), Emloyee Stock Purchase Plans (ESPPs), Non-Qualified Stock Options (NSOs), Company Buy Backs
Qualified Small Business Stock (QSBS) Exclusion Planning
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Full IRS & State Audit Representation
Strategic Positioning for Strong Audit Outcomes
Proven High Win Rate in Audit Resolution
2-Tier Protection - Internal Audit Expertise & Affiliate Tax Law Attorneys
Start-to-Finish Audit Process & Handling Expertise
Over 100 Years of Combined Tax Audit Experience
WHO WE SERVICE
WHO ARE WE
WE BELIEVE IN
WINNING WITH OTHERS
That means aligned incentives, honest advice, and treating your success as a shared outcome—not a transaction.
See if we’re the right partner for your next stage.
OUR AFFILIATES
