Complex income. Clear tax strategy.
The depth of a big-firm tax practice with the attention only a deliberately small client list allows. You work directly with the CPA who prepares your return, and your questions get answered by the person who knows your file.
Built for Complexity
- Equity compensation & RSU planning
- Multi-state & residency issues
- Partnerships & S-corps (1065 / 1120-S)
- REIT & real estate structures
How we help
Tax Planning & Preparation
Accurate individual and business returns, plus year-round planning for K-1s, equity comp, real estate, and multi-state income.
IRS & State Representation
Audits, notices, penalty abatement, and appeals before the IRS and state authorities, handled directly by a CPA.
Bookkeeping & Accounting
Monthly and quarterly books, financial statements, payroll coordination, and tax-ready records.
Advisory & Consulting
Entity choice, equity compensation, buying or selling a business, retirement, and estate & trust planning.
Big-firm depth. Personal-firm attention.
The most common complaint about good CPAs is silence: a different junior preparer every year, and no reply until the deadline. This practice is built to be the opposite.
You get the CPA, every time
No account managers, no rotating staff. The person who answers your email is the person who prepares and signs your return.
A deliberately small client list
Capacity is capped on purpose so every file gets real attention during filing season, not just after it. When the season cap is reached, we say so.
Planning, not just filing
Projections, estimates, and decisions made during the year, so the return itself holds no surprises.
Ready to hand your taxes to a specialist?
The most useful first step is a short consultation to discuss fit. From there we structure intake and secure document exchange.