Tax
Advisory
Proactive advisory services that anticipate regulatory changes and position your finances ahead of the curve, not behind it.
Advisory is the work done before the return, while a decision can still change. A sale, a move, a retirement, a new law: we project the tax effect of each path in figures you can compare, so you decide with the numbers in hand.
The Scope
What the work
covers
Multi-year tax projections
Models of this year and the next few, with income, deductions and estimated payments laid out so you can compare paths.
Major event planning
The sale of a business or property, a home sale, a large bonus or equity vesting, an inheritance, or a move to another state.
Retirement decisions
Distribution timing, Roth conversions, and retirement plan options for the self-employed, such as SEP IRAs and solo 401(k) plans.
Owner compensation and entity strategy
The balance of salary and distributions for S corporation owners, and when a change of entity is worth considering.
Charitable giving strategy
Bunching gifts, donor-advised funds, and qualified charitable distributions from IRAs for those who are eligible.
Legislative change briefings
What new tax law means for your plan, explained in plain language once the rules are settled.
Estimated payments and safe harbors
Quarterly payment plans built around the IRS safe-harbor rules for underpayment penalties, revisited as the year unfolds.
A second look at prior returns
A review of recent returns for missed credits or deductions while the window to amend is still open, generally three years from filing.
Your engagement letter sets the exact scope. The descriptions on this page are general information, not tax advice for your situation.
The Client
Who it is for
- Business owners planning a sale, an expansion or a succession
- Professionals with stock options, RSUs or large bonuses
- People within a few years of retirement
- Anyone facing a major event this year: marriage, divorce, a move, an inheritance
- Clients who want their plan revisited during the year, not only at filing time
The Engagement
How an engagement
works
Five steps, the same for every client. Your documents never travel by email, and nothing is filed until you have reviewed and signed.
Consultation
We start with the decision in front of you and the questions you need answered, and agree on scope in an engagement letter.
Documents through the secure portal
You upload recent returns and the documents behind the decision (offers, agreements, statements) to your secure portal.
Preparation
Your preparer builds the projections in our professional tax software, modeling each path side by side.
Review
The analysis is reviewed before it reaches you, then we meet to walk through the figures and the tradeoffs.
Decision
You confirm the path you choose, and the projections stay on file in your portal for the return that follows.
Documents to gather
Upload them in your secure client portal once we begin, from a phone camera or a computer. Please never send tax documents by email.
- Your last two or three years of returns
- Current-year pay stubs or a year-to-date profit and loss statement
- The documents behind the decision: offer letters, purchase agreements, equity grants
- Retirement and brokerage account statements
- A list of the questions you want answered
The Service Ledger
Corporate Tax
Strategic corporate tax planning that optimizes your business structure, minimizes liabilities, and ensures full compliance with evolving regulations.
Consult strategyPersonal Tax
Comprehensive individual tax strategies tailored to your unique financial landscape, from income optimization to deduction maximization.
Consult strategyEstate Planning
Preserve and transfer your wealth with precision. Our estate tax strategies protect your legacy for generations to come.
Consult strategy
Begin Today
Begin with a
Consultation
Tell us where you stand and what you want to change. We confirm the scope in writing before any work begins.