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.

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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.

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AREAS OF PRACTICE

  • COMPLIANT TAX FILING

    Expert tax preparation & filing for individuals and businesses — done right the first time. We ensure full compliance with federal and state regulations so you can avoid costly penalties, stressful audits, and enjoy total peace of mind.

  • TAX ADVISORY

    Turn your taxes into a strategic advantage. From real estate investments to start-ups & employee stock options, we help you optimize your tax position, minimize risks, and make smarter decisions.

  • TAX PLANNING

    Proactive, year-round income and tax projections. We set up comprehensive roadmaps for individuals and businesses to minimize tax liabilities while eliminating penalties, unlocking maximum opportunity cost.

  • IRS & STATE AUDIT NOTICES

    When the IRS or FTB calls, we’ve got your back. We handle the processs from start to finish — every letter and call, we handle the stress for you and protect your best interests — ensuring the fastest, most favorable resolution possible.

  • TAX READY BOOKKEEPING

    Stay audit-proof and stress-free. Our tax-ready bookkeeping keeps your records accurate, organized, flag potential issues, and always IRS compliant, so you can make informed decisions and never scramble at tax time again.

  • BUSINESS FORMATION

    Build your business on the best foundation. We provide comprehensive guidance for both new and established businesses — from selecting the right structure to meeting all compliance and filing requirements .

    • 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

    • 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

    • 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

    • 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

    • 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

    • 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

    • 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

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WE BELIEVE WITH WINNING WITH OTHERS

That means aligned incentives, honest advice, and treating your success as a shared outcome—not a transaction.

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OUR AFFILIATES

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