Advisory & Consulting
Practical guidance for the decisions that shape your tax bill: entity choice, equity compensation, buying or selling a business, retirement, and estate and trust planning.
- Entity choice
- Equity compensation
- Business sale & purchase
- Retirement
- Estate & trust planning
Plan before the decision, not after
The biggest tax outcomes are set by choices made long before a return is filed. We act as a sounding board and technical advisor, modeling the options so you move forward with clarity, not second-guessing.
- Entity selection and S corporation planning.
- Equity compensation: RSUs, ISOs, NSOs, ESPP, AMT, 83(b), QSBS, and liquidity events.
- Buying or selling a business, and accounting software selection.
- Retirement and financial decision support.
- Estate, trust, and gift tax planning, coordinated with your attorney.
Advisory Model
1
Situation Map
Identify income, equity, entity, and state tax factors.
2
Scenario Modeling
Compare outcomes before you commit to a path.
3
Action Plan
A calendar of decisions, deadlines, and elections.
4
Annual Recalibration
Update the plan as law, income, and structures change.