We use a Tax Strategy Subscription model because great tax strategy requires year-round effort, not a single annual meeting. Traditional hourly billing incentivizes CPAs to limit communication and only look backward. Our fixed, quarterly fee ensures price transparency and encourages you to call us before making major financial decisions, guaranteeing proactive tax planning and superior results without the fear of a surprise bill.

We eliminate the annual rush through Master Scheduling. At the beginning of the year, we agree on a specific week to prepare your return. We then work with you to ensure all necessary documents are collected in advance of that date. This disciplined, proactive approach replaces year-end chaos with a predictable timeline, giving you full confidence in your tax liability months ahead of the deadline.

Our firm is built solely around the complex needs of High-Net-Worth individuals and multi-entity Business Owners. This niche focus means we deeply understand the nuances of real estate investments, passive activity rules, international considerations, and sophisticated compensation strategies. We provide specialized knowledge from day one, ensuring your financial structure is optimized at the highest level.

Absolutely not. All correspondence (emails, quick calls, check-ins) related to your ongoing tax profile and planning is included in your transparent Tax Strategy Subscription. We actively encourage open communication because a quick conversation often prevents a costly tax mistake down the road. Our team is dedicated to providing same-day/next-day responses so you never hesitate to reach out.

Yes. We provide comprehensive advisory services that go beyond compliance. We work closely with your existing legal and financial advisors to implement tax-efficient strategies for Estate and Gift Tax Planning and offer in-depth financial modeling for Business Succession and eventual sale. Our goal is to be your single, strategic tax partner for every major wealth event.