Minimum annual income of clients we partner with
Strategy built across all 4 quarters, not just at filing
Tell you what you owe after the year is over
One conversation per year — at filing time
Generalist approach, no industry depth
Hours billed, not outcomes delivered
Operate in isolation from your other advisors
Built for complex situations. Business owners with multiple entities. Investors with trust holdings. Self-employed professionals at $350K+. We understand the structures most generalist firms hand off.
Identify and implement strategies
Year-round planning cadence with your team
Specialists in trusts, S-corps, and multi-entity structures
Measured in dollars saved and wealth built
Coordinate with your attorneys and wealth managers
An extension of your team. We work hand-in-hand with your existing attorneys, wealth managers, and advisors — not instead of them. Our role isto make the whole financial picture more efficient.
Two decades of experience advising business owners on tax strategy and entity structuring. Specializes in multi-entity holdings and the operational side of strategic tax planning.
Oversees the firm's tax advisory practice and client strategy. Expertise across business compliance, entity structuring, and multi-advisor coordination.
Your first point of contact. Renee reviews every callback request personally, qualifies fit, and connects you to the right advisor on the team — typically within one business day.
Manages tax planning and preparation for business owner clients across multiple structures. Keeps tax positions optimized year-round, not just at filing.
Specializes in tax management for clients with multiple income streams. Focused on compliance, quarterly planning, and strategies generalist firms typically miss.
Handles tax planning for clients with multi-entity and real estate structures. Focused on accuracy and ensuring every applicable strategy is identified before year-end.
You fill out a short form below. Renee reviews your submission and calls you within 1 business day to understand your situation and confirm fit.
A 60-minute paid consultation. We do a deep dive into your structures, income, and goals — and identify every applicable strategy on the table.
You receive a tailored plan. We implement it together — throughout the year, not just at filing time. Coordinated with your other advisors.
Tell us a little about your situation. Our team will review your submission and reach out within 1 business day.
Renee reviews every submission and reaches out personally.
The callback is free. We'll only recommend a strategy session if there's a real fit.
Your information is reviewed only by senior team members under standard CPA confidentiality.
