White-glove tax support for businesses & individuals

Unlimited access to tax advice and strategy, previously only accessible to the ultra-high net worth, supported by modern technology.

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Tailored for emerging wealth & high net worth individuals and businesses

Whether you are a business owner, investor, executive, or industry leader, we understand that with more success comes more financial complexity. We help you tame and file your taxes to continue growing your wealth and remain compliant for you and your family's future.

Experienced team

As experienced tax specialists, we believe trust and professionalism are paramount to our approach. We stand behind the quality of our work and provide you with the 'why' and 'how' for each recommendation we make.

Customized strategies

Providing a highly responsive and personalized approach, we are not just a once-a-year tax return practice, we take the time to truly listen to your unique challenges and wealth goals, presenting tailored strategies to maximize your future throughout the year.

Scenario planning

With an ever-changing tax landscape, we help you stay ahead of the curve with updates and insights on how changes may help you minimize your tax liability.

User friendly

Our modern approach puts the client first, providing tools and technology to remove documentation confusion and provides transparency throughout the process.

Great customer support is our foundation

"I hold their professionalism in the highest esteem. They have consistently demonstrated punctuality and professionalism in handling all of our tax services, and their invaluable advice has played a crucial role in sustaining the ongoing success of our business. I consider myself fortunate to have them supporting our endeavors."

L. Sherman

"Having had the pleasure of working with the team, during which time I represented a high-wealth individual with a very complex/complicated life, the team was always available for questions/concerns with extensive knowledge of the tax laws, etc., and has proven not to be your “stereotypical” accountant by any means."

A. Sinclair

Who we are for

Emerging Wealth

Navigate increasing tax complexity due to multiple income streams and be proactive for potential future events.

Stock compensation planning
Trust and estate advisory
Higher education planning for children

High Net Worth Families

Support your family and build your legacy with holistic tax planning solutions.

Generational wealth transition and succession planning
Maximizing efficient charitable donation strategies
Exit strategies and retirement planning

Founders, Investors & Executives

Ensure your assets are structured to support current financial advantages and long-term growth.

Early exercise, 83(b), QSBS
Real estate investments and 1031 exchange
Foreign reporting compliance

Private Businesses

Leverage the right tax code strategies to maximize ROI and build shared wealth.

Maximize depreciation deductions
Multi-state tax compliance
R&D and other tax credit consulting

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Looking to sell your practice?

Our experienced team is quick to close and easy to work with. Letting you create a plan that fits you and your practice’s goals.

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Join the future of tax

With all employees having shared ownership, we believe in investing in your career with progressive technology and cross-functional collaboration.

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April 12, 2024