About

Who We Are

Our firm was built by former alumni from five of the six largest CPA firms, including national tax office research experience. We bring big-firm technical depth into a focused, private-client advisory environment.

Strategy First Approach

We are tax consultants first, compliance experts second. Returns and forms matter, but they are the output of strategy, not the starting point. Our work begins with understanding the client’s balance sheet, objectives, and opportunities, then designing a plan that drives improvement in long-term tax efficiency, cash flow, and after-tax net worth.

Why We Exist

We think the prevailing CPA and advisor models are broken. Most firms deploy the same handful of generic strategies regardless of client profile. They underinvest in technical depth, so complex issues never get past a surface-level review. And their business models are built around hourly billing and volume compliance, leave them little room for proactive planning, multi-year structures, and coordination with other advisors.

Team-Based Execution

Every engagement is handled by a team, not a lone preparer. We staff engagements with complementary skill sets: strategists, technical researchers, modelers, and implementation specialists so complex situations are reviewed from multiple angles and executed cleanly.

Results Driven

We measure ourselves by dollars saved and dollars reinvested, by the quality of structures we put in place, and by the ease of administration for our clients and their other advisors. We listen. We do not treat last year’s solution as this year’s default. As tax law, business conditions, and client situations evolve, we update the plan so the structure keeps working as hard as our clients do.