Services
Advisory first. Compliance is table stakes.
Most firms lead with the return and treat planning as an afterthought. We reverse it. Every engagement starts with a strategy: the return, the entity structure, the cash flow model, the estate plan, all built to serve one integrated picture of your business and family.
The four pillars
One firm. Four disciplines. Fully integrated.
Most clients engage us across two or three of these at once. Advisory Memberships bundle them into a monthly relationship so nothing gets siloed.
Looking for a written financial plan on its own? Flat-fee financial planning is available as a standalone engagement.
01. Tax Strategy
Proactive tax planning, not reactive filing.
We build a written tax plan and revisit it throughout the year, not just at April 15. The goal is a lower effective rate over a decade, not a one-time deduction.
- Entity structure and reasonable-comp analysis
- Multi-year projections and quarterly estimates
- Retirement plan design (Solo 401(k), Cash Balance, Defined Benefit)
- Real estate, QBI, R&D, and Opportunity Zone strategies
- State-nexus and multi-state planning
02. Business Advisory
A CFO-level view of your business.
For owner-operators who need more than a bookkeeper and less than a full finance team. We help you read your business the way we read it.
- Cash flow forecasting and scenario modeling
- Owner compensation and profit distribution strategy
- KPI dashboards tailored to your industry
- Buy/sell, succession, and exit planning
- Deal support: acquisitions, partner buy-ins, entity restructures
03. Family & HNW Planning
Coordinated planning across generations.
When your balance sheet outgrows the return, planning gets more interesting. We coordinate with your attorney and investment advisor so nothing falls between the cracks.
- Estate and gift tax planning
- Trust income tax and grantor trust strategy
- Charitable planning (DAFs, CRTs, private foundations)
- RightCapital-based lifetime cash flow modeling
- Coordination with attorneys, wealth managers, and insurance advisors
04. Compliance & Filing
Accurate, defensible, and on time.
Individual, business, trust, and estate returns, prepared by the same team that built the plan, so what shows up on the return matches what we said we'd do.
- Individual (1040), business (1120, 1120-S, 1065), and fiduciary (1041) returns
- Multi-state and expatriate returns
- Estate (706) and gift (709) returns
- IRS and state notice response and representation
- Prior-year amendments and second opinions
How we deliver
Membership, not transactions.
We do the work through Advisory Memberships: flat monthly billing, defined deliverables, and a scheduled cadence of planning conversations. No surprise invoices in April. No "quick question" fees.
Written tax plan
Refreshed at least annually. Reviewed quarterly for Premier and Signature members.
RightCapital dashboard
Lifetime cash flow model connecting business, personal, and estate.
Knudge task tracking
Everything you need to do, and everything we're doing, in one place.
Scheduled advisory meetings
Working sessions, not status updates. Cadence set by tier.
Return preparation
By the same team that built the plan. Nothing gets lost in translation.
Notice & audit support
IRS and state correspondence handled by us, on your behalf.
Honest scope
What we don't do.
We're deliberate about scope. We don't sell insurance or investment products, we don't earn commissions on referrals, and we don't take on work we can't do well.
- One-off tax returns without a planning conversation
- Non-profit 990 preparation
- Financial audit or attestation services
- Asset management, portfolio management, or product sales
- Bookkeeping-only engagements (we work alongside your bookkeeper)
- Estate planning legal documents (we coordinate with your attorney)
Start with a conversation
An hour to see if we're a fit.
Complimentary. Direct. We'll review your prior-year return and come prepared with a personalized fee estimate.