The right tax strategy
is worth more than
a good accountant.
We provide strategic tax planning and full compliance services for high-income business owners, serial entrepreneurs, physicians, real estate investors, and high-net-worth families. Not reactive. Not one-size-fits-all. Built around your specific situation and updated every year as your situation changes.
There is a significant difference between filing your taxes and planning your taxes. Filing is compliance — it documents what already happened. Planning is strategy — it changes what will happen before the year closes, before the transaction executes, before the structure is set.
For high-income earners with complex situations, the gap between what you pay in taxes with a reactive CPA and what you would pay with proactive planning can be $50,000, $150,000, or several hundred thousand dollars per year. That gap compounds every year you do not address it.
Our tax services are built for clients whose situations require genuine expertise: multiple entities, S corporations and partnerships, real estate portfolios with depreciation positions, retirement plans, equity compensation, estate planning integration, and the kind of income that makes every planning decision consequential.
Form 1040 — Individual Income Tax
Comprehensive preparation integrating all income sources — W-2, partnership and S corp K-1s, Schedule C, Schedule E rental income, Schedule D capital gains, qualified dividends, and all applicable deductions. We prepare the return as the downstream output of a planning process, not the starting point.
Passive Activity and REP Election
Proper treatment of passive versus non-passive activity under §469, management of suspended passive loss carryforwards, and — for qualifying households — the real estate professional election that converts passive losses into direct offsets against all ordinary income. We maintain the time log protocol and documentation for every REP election client.
How the REP Election Works →Qualified Business Income Deduction §199A
The permanent 20% deduction on qualifying pass-through income requires careful analysis of SSTB classification, W-2 wage limitations, and the interaction between multiple entities. We model the optimal structure for maximum QBI benefit — entity by entity, year by year.
Capital Gains Planning
Timing and structuring of capital gains to minimize rate exposure — coordinating installment sales, QSBS exclusions, charitable remainder trusts, and opportunity zone reinvestment. We model every significant asset sale before it happens to ensure it is structured optimally.
QSBS Section 1202 Explained →Grantor Trust Income Reporting
Every irrevocable grantor trust — SLATs, IDGTs, GRATs — requires a grantor trust statement attached to your Form 1040. We prepare these statements and integrate all trust income correctly into your personal return. Clients with multiple trust structures rely on us to ensure each one is properly reported.
Alternative Minimum Tax (AMT) Management
For high-income taxpayers, AMT exposure requires year-round monitoring. We model AMT liability alongside regular tax, identify preference items, and plan around the interaction of ISO exercises, depreciation, and other AMT-sensitive items.
S Corporation Strategy & Compliance
Reasonable compensation analysis, distribution structuring to maximize QBI deduction and minimize FICA, fiscal year planning, and coordination with retirement plan contributions. We prepare Forms 1120-S, K-1s for all shareholders, and the owner's personal return as one coordinated package — not three separate engagements.
Partnership & LLC Tax Returns
Form 1065 preparation for partnerships, multi-member LLCs, and family limited partnerships. We handle complex allocations, guaranteed payments, §704(b) capital account maintenance, partnership basis tracking, and the annual K-1 issuance to all partners. For FLPs, we coordinate with the annual gifting program and appraisal cycle.
C Corporation & QSBS Planning
For founders considering or maintaining C corporation status for QSBS eligibility, we advise on the tax trade-offs — double taxation at the entity level vs. Section 1202 capital gains exclusion at exit. We track the QSBS holding period and coordinate pre-sale analysis with M&A counsel years before an exit materializes.
QSBS Strategy Guide →Multi-Entity Architecture
Serial entrepreneurs and business owners with multiple entities — operating companies, holding companies, real estate entities, management companies — benefit from coordinated inter-entity planning. We map every entity, every income flow, and every deduction to ensure the overall structure is optimized rather than assembled by accident.
R&D Tax Credits §41
Dollar-for-dollar credits against tax liability for qualifying research activities. We conduct the qualifying activity analysis, maintain documentation protocols throughout the year, and prepare Form 6765 in-house — avoiding the contingency fee model of third-party R&D firms that draws IRS scrutiny. Manufacturers, technology companies, medical practices, and construction firms routinely qualify.
Cost Segregation Studies
Conducted entirely in-house — no outsourcing to third-party engineering firms. We analyze commercial properties and identify components qualifying for accelerated 5-, 7-, and 15-year depreciation, all eligible for 100% bonus depreciation in Year 1 under permanent law. Study findings integrate directly with Form 4562 on your return — zero handoff risk.
Cost Segregation Guide →Retirement Plan Design & Compliance
Defined benefit and cash balance plan design for business owners — $200,000 to $300,000+ in annual deductions, far exceeding 401(k) limits. We coordinate with enrolled actuaries, prepare Form 5500 annually, and ensure the plan operates within IRS requirements. For business owners in their 50s with high income, this is typically the highest-value single strategy available.
Defined Benefit Plan Guide →Business Sale & Exit Tax Planning
Pre-sale estate planning (60-to-90-day lead time minimum), deal structure optimization (asset vs. stock sale analysis), personal goodwill allocation, installment sale structuring, and QSBS exclusion coordination. We work with M&A counsel to ensure every decision in the sale process has been analyzed for tax impact before it is made — not after.
Form 709 — Gift Tax Returns
Required for every transfer that uses lifetime exemption, every split gift, every Crummey trust contribution, and every gift of FLP or other discounted interests. We prepare every Form 709 with adequate disclosure — the specific documentation that starts the IRS statute of limitations. Without adequate disclosure, the IRS can challenge a gift's value indefinitely.
Form 1041 — Trust Income Tax Returns
Annual income tax returns for non-grantor trusts — SLATs after the grantor's death, dynasty trusts, charitable remainder trusts (Form 5227), and any other irrevocable trust holding income-producing assets. We advise the trustee annually on the distribution vs. retention decision — compressed trust tax brackets vs. beneficiary individual rates.
Form 5227 — CRT Annual Returns
Charitable Remainder Trusts require Form 5227 annually by April 15 with no automatic extension. This is the most strictly deadline-managed return in our practice. We begin CRT return preparation in March for every client and have never missed this deadline. Late filing is $20 per day.
Form 706 — Estate Tax Returns
Federal estate tax returns for decedents' estates, including portability elections preserving the deceased spouse's unused exemption. We prepare the 706 in coordination with the estate attorney, ensuring all assets are properly valued, all deductions claimed, and the step-up in basis is fully documented for every asset in the estate.
Grantor Trust Statements
Every grantor trust — SLAT, IDGT, GRAT — requires an annual statement attached to the grantor's Form 1040 identifying all income items flowing from the trust. We prepare these statements as standard practice for every client with irrevocable grantor trusts in their plan.
Annual Crummey Notice Management
For clients with ILITs and other trusts requiring Crummey powers, we draft, send, and maintain documentation of every Crummey withdrawal notice — for every beneficiary, every contribution, every year. The notice file is maintained in your permanent record and is available immediately if the annual exclusion is ever examined.
What standard tax firms provide
- Annual return preparation after the year is closed
- Reactive advice — you call with a question, they answer it
- Separate advisors for tax, estate, and investments who never talk to each other
- Generic strategies applied without modeling your specific numbers
- No proactive Q4 planning before year-end deadlines
- Outsourced cost segregation, adding fees and translation risk
- No documentation system for examination-sensitive strategies
- No one tracking every deadline across your complete plan
What we provide
- Proactive planning before the year closes — modeling, not reporting
- Direct access to our team throughout the year for real-time decisions
- One team coordinating tax, estate, retirement plan, and compliance
- Every strategy modeled with your actual numbers before implementation
- Q4 tax projection and year-end action plan — every year
- In-house cost segregation — no outsourcing, no third-party fees
- Complete documentation systems for every examination-sensitive position
- Every deadline tracked across your complete plan, every year