Most CPAs file—they don’t plan. If you’re not getting proactive strategy around entity design, retirement layering, capital gain planning, and income integration, you’re likely overpaying.
Yes. We’ve worked with tech founders, executives, and business sellers to structure equity, time liquidity events, and reduce capital gains exposure legally.
Absolutely. We work with high-net-worth clients who have operating businesses, real estate holdings, investment entities, and trusts. We build a structure that protects and performs.
Yes. We often collaborate with in-house teams. We’re your tax strategy architect—they remain your implementation or investment partners.
It’s both. We file your taxes, but the real value is in the architecture behind it. Our plans are designed to scale with your income, protect assets, and reduce taxes for years—not just this season.
Most save $50,000–$150,000+ in year one, with significantly more over time through multi-year planning, income restructuring, and defensive layering.
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