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We look forward to hearing from you. Please review the selections below to learn about how we work.
You can see the following links to learn about:
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.
It is important to note some areas that are outside of our expertise, such as: Non-resident tax returns or foreign tax return preparation, cross-border transactions, law / finance active partner recipients of K-1s / carried interest, transfer pricing, 501(c)(3) nonprofits, BOI disclosure, and trust / estate tax preparation. We can coordinate complex foreign tax disclosures if advisable with an attorney of counsel.