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OUR SERVICES

One firm. Three ways to keep more of what you earn.

Whether you need clean books, an accurate return, or a full tax strategy, we build the right solution for where you're going, not where you've been.

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WHAT WE OFFER

Built Around Your Numbers

  • OFFERING 1

    Tax Planning

    Your tax bill is a design flaw. We redesign it.

    • Year-round planning with written models of each decision before you commit
    • Entity selection, owner compensation design, QBI, and the California PTE elective tax
    • Real estate strategies: short-term rentals, REPS, cost segregation, 1031 exchanges
    • Audit defense by design, with documented strategy memos and quarterly check-ins
    Explore Tax Planning

  • OFFERING 2

    Tax Preparation

    Filed accurately. Reviewed strategically.

    • Individual returns with multiple K-1s, rentals, stock compensation, crypto, and multi-state residency
    • International and cross-border: FEIE, foreign tax credits, Form 5472, FBAR, 1040-NR, transfer pricing
    • IRS notices, audits, and representation by an Enrolled Agent
    • Every return reviewed by a strategist before it is filed
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  • OFFERING 3

    Accounting

    Numbers you can run a business on. From clean books to a CFO at the table.

    • Monthly bookkeeping and close in QuickBooks Online
    • Cleanup and catch-up for books that are behind
    • Fractional CFO: forecasting, pricing, cost reduction, lender and investor packages
    • Books always ready for tax planning
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WHAT TO EXPECT

The Process

  1. 01

    Strategy Session

    A 90-minute architectural review of your current structure. We surface the design flaws, quantify the leak, and confirm the fit.

  2. 02

    The Tax Plan

    A written architecture tailored to your income, entities, and goals, modeled with projections and dollar-for-dollar savings figures.

  3. 03

    Implementation

    We execute the structure with you (formations, elections, contributions, payroll, and filings) so the design becomes operational.

  4. 04

    Ongoing Calibration

    Quarterly check-ins and annual recalibration so the architecture continues to perform as your income, entities, and life evolve.

BEFORE YOU BOOK

What Clients Ask First

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What’s included in a full tax plan engagement?

A comprehensive tax planning engagement may include strategy design, implementation support, tax preparation, ongoing guidance, and proactive year-round planning.

The goal is to make sure your strategies are not only identified, but actually implemented correctly and reflected properly on your tax returns.

Do you also file taxes, or do you only provide planning?

We handle both tax planning and tax preparation.

While tax preparation is not always required to work with us, many clients prefer that we handle the filing as well. This helps ensure the strategy, documentation, and tax return are fully aligned, especially when we are correcting issues or missed opportunities from prior years.

Do you handle entity structuring and setup too?

Yes. We help evaluate and restructure entities for tax efficiency and long-term protection.

Depending on your situation, this may include reviewing or setting up an S-Corp, C-Corp, real estate holding company, or a customized structure based on your income, assets, and goals.

How much does it cost?

Pricing depends on the complexity of your situation, the scope of work, and the level of strategy required.

Because every client’s tax picture is different, we build custom recommendations based on your income, entities, investments, and goals. Our aim is always to create a strong return on your investment, with strategies designed to deliver meaningful value beyond the cost of the engagement.

Not Sure Which Path Fits You?

Start with a 90-minute strategy session. We review your current structure and recommend the right path.

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