Private Advisory
This is the engagement. Compensation, a sale, a move, a new entity, or a notice from the state: you have counsel. We stay in the numbers between deadlines and tell you what a choice costs while you can still choose.
DetailsTax Strategy
We map income, entities, and timing before year-end. Then a quarterly check-in: year-to-date against the plan, estimated tax, and the two or three decisions still open. Every position is run through the strategy file — statute, substance, proof pack — before it is a return position. Filing is the last step of that plan.
DetailsOwners & Entities
Structure, reasonable compensation, distributions, and how the company actually operates. We keep that architecture honest as the business grows.
DetailsFamilies & Households
Investments, rental property, education, equity, and the questions that arrive in June. We advise first. A clean filing follows that advice.
DetailsBooks & Reporting
Categorization, reconciliations, and a monthly close when the work requires it. Advice is only as good as the books beneath it.
DetailsNotices & Resolution
We read the notice, gather what is required, and respond. If prior years need to be brought current, we do that — then return the relationship to planning.
DetailsRequest a conversation
Fifteen minutes is usually enough. We will tell you if we are not the right firm.
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