Who We Serve

A specialty firm, not a firm for everyone.

Our advisory memberships are built for people with real complexity, real ambition, and a willingness to bring their CPA into decisions before they're made. If that's you, one of the tiers will fit.

Business Owners & S-Corps

You're running the business and doing your own tax planning between meetings. That's how money gets left on the table.

We work with founders and owners on entity design, reasonable compensation, retirement plan selection, and multi-year tax planning tied to how the business actually makes money, not last year's return.

Meaningful K-1 or W-2 income from your own company
Considering a new entity, restructure, or partner buy-in
Planning to sell or transition in the next 3 to 10 years

Medical & Dental Practices

Clinician-owners deal with a mix most CPAs don't see, W-2, K-1, real estate, and practice economics all in one household.

Practice-level strategy, associate structures, medical-office real estate, retirement plan design (cash-balance, safe-harbor, 401(k)), and eventual succession or sale, built around how physicians and dentists actually earn.

Owner or partner in a practice, or approaching partnership
Considering ownership of the underlying real estate
Looking at cash-balance or defined-benefit plans

Attorneys & Professionals

Your income arrives in an uneven curve, low early years, heavy peak years. That reality changes the right strategy.

Partnership economics, cash-basis planning, retirement plan design, and long-horizon wealth building for people who bill their time and earn most of it late in their career. We think in decades, not filing seasons.

Partner or on partner track at a firm
Solo or small-firm principal
Meaningful year-to-year income variability

Real Estate Investors

Real estate is one of the most tax-advantaged asset classes in the code, and the most poorly served by generic CPAs.

Cost segregation, 1031 planning, entity stacks, real estate professional status, passive-loss math, and the entity/ownership structure that makes real estate a genuine wealth engine instead of a shoebox of receipts.

Three or more properties, or one significant one
Considering a 1031 or cost-seg study
Household with material W-2 plus real estate income

High-Income Families

The compounding effect of thoughtful, coordinated planning across decades is larger than any single-year tax move.

Coordinated income tax, gifting, trust, Roth conversion, and multi-generational planning designed to keep more of what you've built and pass it on the way you intend, not the way defaults dictate.

$500k+ household income, or $2M+ investable assets
Concentrated stock, business interests, or inherited wealth
Kids or heirs, and a view about how it should transfer

Founders & Executives

The decisions you make in the twelve months before a liquidity event are worth more than years of salary. Most people meet a CPA after.

Equity comp, RSUs, ISOs/NSOs, QSBS qualification, 83(b) and secondary sales, and pre-liquidity gifting and trust strategy. We want to be at the table before the paperwork gets signed, not after the K-1 arrives.

Founder or C-suite at a growth-stage or public company
Meaningful RSU vests, option exercises, or QSBS potential
Anticipating a tender, IPO, or acquisition in the next 24 months

The other side of fit

Who we're honestly not the right fit for.

A short list, because saying it out loud protects everybody's time. If any of these sound like you, we'll happily point you toward a firm that's a better match.

Simple W-2 returns with no planning need
Clients looking for the cheapest possible price on a return
Anyone who wants their CPA reachable only in April
Situations that need audit representation as the primary service

See if we're the right fit

An hour with Daniel, and you'll know.

A complimentary, unhurried hour. If we're not the right firm, we'll tell you and point you toward someone who is.

Schedule a Consultation