01
Tax Planning & Strategy
- ◆Multi-year tax projections and scenario modeling
- ◆Depreciation, bonus depreciation, and cost segregation
- ◆1031 like-kind exchange structuring
- ◆Opportunity Zone and QSBS analysis
The Practice
An integrated advisory practice.
Six disciplines, one cohesive strategy. Every engagement is built on the assumption that tax, structure, and wealth must move together.
02
Tax Filing & Compliance
- ◆Federal, state, and multi-state returns
- ◆Partnership, S-Corp, C-Corp, and trust returns
- ◆K-1 review, basis tracking, and reconciliations
- ◆International compliance — FBAR, FATCA, 5471
03
Entity Structuring
- ◆LLC, S-Corp, holding company architecture
- ◆Asset protection and succession planning
- ◆Reasonable compensation analysis
- ◆Family office and trust coordination
04
Advisory & Representation
- ◆Year-round strategic counsel
- ◆IRS audit defense as Enrolled Agents
- ◆Notice resolution and offers in compromise
- ◆CFO-level cash and tax cadence
05
Real Estate Specialty
- ◆Real estate professional status (REPS) qualification
- ◆STR loophole and material participation strategy
- ◆Passive activity loss optimization
- ◆Syndication and fund K-1 specialist work
06
Wealth Coordination
- ◆Coordination with attorneys and wealth managers
- ◆Charitable and donor-advised fund structures
- ◆Estate and gifting strategy
- ◆Quarterly performance reviews
The Engagement
How we work together.
- 01Discovery
A complimentary 30-minute call to understand your position, goals, and time horizon.
- 02Diagnostic
We review prior returns, entities, and structures — then deliver a written assessment.
- 03Strategy
A multi-year plan with quantified savings, sequencing, and an implementation roadmap.
- 04Stewardship
Ongoing quarterly reviews, year-end planning, and full filing — with you the entire year.
Begin the Conversation
Your wealth deserves
considered stewardship.
Schedule a private, complimentary consultation. We'll review your position and outline a strategy designed for the long horizon.
Schedule a Consultation