Tax planning first. Everything else supports it.
Founder-led tax planning for business owners and real estate investors. Every engagement starts with a written plan and a consultation. Preparation and ongoing advisory are there to carry that plan out.
Tax Planning
A written tax plan for your business, income, and investments.
Planning starts with your most recent return and the decisions in front of you. We look at how the business, owner pay, and investments interact, compare the options that are realistic for your situation, and put recommendations in writing in order of priority. Then we walk through the plan together so you know what to do, who is responsible, and when it matters.
- Review of your most recent return and current-year picture
- Entity structure and owner compensation review
- Comparison of the options that fit your facts
- Real estate and cost segregation analysis, when relevant
- Coordination with your attorney, lender, or other advisors
- Written Tax Planning Report with prioritized recommendations
- Consultation to walk through each recommendation
- Clear next steps, with open questions noted
Tax Preparation
Returns that carry out the plan.
A plan only pays off if the return reflects it. For clients who have completed planning with us, we prepare business and individual returns so the filing follows through on the decisions already made, and we review the return with you before it is filed.
- Business returns
- Individual returns
- Preparation aligned with your written plan
- Review of your prior return for carryovers and missed items
- Prepared returns ready for your review
- Walkthrough of the return before filing
- Notes on items to revisit in next year's plan
Ongoing Tax Advisory
Guidance as new decisions come up.
Plans meet real life. When a new decision appears, such as an entity change, a property purchase or sale, or a change in owner pay, we look at it in the context of your existing plan and tell you how it changes the picture before you commit.
- Review of new decisions against your plan
- Scenario comparison when there is more than one path
- Coordination with legal, lending, and specialty professionals
- Written recommendations when a decision warrants it
- Updates to the plan as circumstances change
One plan, followed through.
- 01
Request
Tell us about your business, investments, and the decision that matters most.
- 02
Fit and review
We confirm the work is a good fit, then review your return and financial picture.
- 03
Written plan
You receive prioritized recommendations in writing and a consultation to walk through them.
- 04
Carry it out
Planning clients can add preparation and ongoing advisory so the plan is followed through.
Cost Segregation
Evaluate whether accelerated depreciation fits your property and your tax plan, including deduction eligibility, study costs, and recapture when you sell.
Real Estate Tax Strategy
A boutique decision process for owners evaluating real estate as part of a responsible tax plan. Tax analysis paired with independent property coordination.
You do not need to arrive with the answer. Bring the decision, opportunity, or pressure point. We will use your return and financial picture to identify what deserves attention first.
Request Your Report