Advisory.
Tax strategy is a year-round discipline, not an April event. We meet quarterly, model decisions before you make them, and keep your entity structure working for you.
How we work it
Advisory is where most of the tax savings actually happens. We sit down quarterly, look at the numbers, and model the decisions ahead — entity elections, retirement contributions, equity exercises, real estate, acquisitions.
You leave each meeting with a short list of actions, a projection of what's owed, and the confidence that you're not going to be surprised in April.
What’s included
Every engagement is scoped against your situation. The list below is the shape of a typical engagement.
- 01Quarterly planning meetings
- 02Entity selection and restructuring
- 03Retirement plan design (Solo 401(k), SEP, cash balance)
- 04ISO / NSO / RSU modeling
- 05Real estate and passive activity strategy
- 06M&A and owner-transition planning
Who it’s for
Founders and families who want to plan ahead, not react.
Bring us your last two returns. We’ll tell you what we’d do differently.
A thirty-minute consultation, no charge, no pressure.