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We look forward to hearing from you. Please review the selections below to learn about how we work.

I need help with a tax return, advisory, and possibly bookkeeping

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Areas of expertise, supporting services, and services not performed

Small businesses (including solo consultants), equity compensation, seed stage startups, and high income households often with rental properties are areas we provide the most long term value for the fees. Tax efficient investing across various vehicles such as IRA, 401K, rentals, and other deferrals are welcomed projects. Business structuring for tax efficiency is another specialty that we often do as a part of any annual tax business engagement as warranted.

Household cash flow analysis, forecasting, estate planning, merger and acquisition, corrective foreign work, speciality tax credits, complex sales tax / VAT compliance, and anything we believe will be best served in conjunction with other service providers. In other cases there are legal, investment, insurance, lending, and structuring needs that we are happy to direct you to better resources.

Please note some areas we do not work in are one time paid consultations or one time fixes for non-client issues with no ongoing needs. We also do not perform work with clients that have carried interest, law partners receiving K-1s, finance active participation K-1s, or fiscal year ends. No estate or nonprofit (501C3) work is performed, but can be referred out if needed. Foreign tax disclosure is something we can generally assist with, however, we are not cross-border tax advisors. Most often we can serve clients that are full year USA tax residents and then transition the client work to a specialist in this area once there is significant cross-border complexity. We do not perform nonresident tax filings or foreign tax return preparation.