All services
Tax Planning & Filing
Proactive, year-round tax strategy for businesses and individuals — not just a return in April.
From $1,200 / year
Tax planning works best when it happens all year. We look ahead at every decision — compensation, investments, entity structure, timing — to reduce what you owe, legally and confidently.
Planning, not paperwork
Each quarter we review your position, model scenarios and flag opportunities before deadlines pass. When filing season arrives, the work is already done.
Business & personal returns
Entity & compensation structuring
Quarterly estimates
Audit & notice support
Who it’s for
Founders, partners and high-earning professionals with more than one income stream, equity compensation, property or cross-border considerations.
What is included
Business & personal returns
Entity & compensation structuring
Quarterly estimates
Audit & notice support
Explore other services
From $450 / month
Accounting & Bookkeeping
Accurate books, monthly closes and clear reporting — so you always know where your business stands.
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0.75% of assets
Wealth Management
Evidence-based investing and long-term planning aligned with the life you want to build.
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From $3,500 / month
Advisory & Fractional CFO
Senior finance leadership on demand — forecasting, fundraising and board-ready reporting.
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Ready for a clearer financial picture?
Book a free 30-minute call with a senior advisor.