we focus on busy individuals with a variety of complex needs
We work with several different groups of individual taxpayers. Specifically we focus on the individuals that fit any combination of the following:
Equity Compensation Award Holders
Real Estate Investors
Taxpayers with upcoming or recently occurring liquidity events
Taxpayers experiencing sudden changes
For other taxpayers that do not fit these specific client segments yet face tax complexities requiring true guidance and stewardship, we encourage you to contact us. We provide services above and beyond traditional income tax preparation and can advise on family wealth planning strategies and techniques to help transfer and preserve wealth in tax-efficient manners.