Crypto. Equities. Business. HNW. One credentialed team, all 50 states. Remote by design, Big Four trained, and accountable for every position we take.
We focus where expertise pays for itself — modern income that doesn't fit a shoebox 1040.
S-corps, LLCs, partnerships. Entity strategy, reasonable comp, QBI, and clean owner coordination.
Brokerage, K-1s, equity comp, wash sales, QSBS, 1256 contracts. Planning before you click sell.
Exchange & on-chain reconciliation, DeFi, NFTs, staking, 1099-DA readiness. Practice focus.
Multi-entity households, trusts, residency, charitable vehicles, family-office coordination.
Each is a flat-fee engagement with clear deliverables and a published starting price. Click through for full scope and typical pricing.
Entity returns, reasonable comp, QBI, PTET elections.
See detailQSBS, 83(b), secondary sales, equity-comp scaffolding.
See detailAudit, OIC, penalty abatement, CP notices, collections.
See detailBrokerage, K-1s, wash sales, §1256, carried interest.
See detailISO AMT modeling, RSU withholding, ESPP, 83(b), NSO timing.
See detailEquities + crypto + real estate on one coherent return.
See detailExchange CSV + on-chain reconciliation, 8949, 1099-DA.
See detailLP exits, restaking, bridge classification, mining income.
See detailAmendment campaigns, basis rebuild, 1099-DA catch-up.
See detailW-2 + 1099 + K-1 + crypto on one integrated plan.
See detailTrusts, charitable vehicles, residency, installment sales.
See detailResidency, apportionment, FEIE/FTC, treaty positions.
See detailMulti-entity households, trusts, advisor coordination.
See detailEvery engagement is led by a named credentialed advisor. No offshore intake, no bait-and-switch, no junior passing your return up a chain. Returns are second-partner reviewed before filing.
Federally licensed to practice before the Internal Revenue Service in all matters, in all 50 states. Subject to Circular 230 governance.
Licensed CPA on staff for audit-adjacent work, attest coordination, and state-licensure-sensitive engagements.
Licensed attorney leads IRS representation, privacy & §7216 compliance, and entity structuring.
Team background includes Ernst & Young, PwC, and single-family office practice. Publicly verifiable: IRS Enrolled Agent registry, Marquis Who's Who, and a 320K-subscriber YouTube channel.
The same sequence we use for every engagement. Predictable timing, predictable scope, predictable price.
15 minutes. We map your situation, quote a flat fee, and confirm fit.
Signed engagement letter, §7216 consent, encrypted portal.
Drafted by your named advisor, second-partner reviewed.
Walk-through of every line that matters. Planning notes for next year.
E-signature, direct e-filing, stored copy always in your portal.
$38,400 in tax avoided by re-filing two open years under correct HIFO cost basis.
Client had filed personally using exchange defaults. We reconciled five exchanges against on-chain activity and amended within the statute.
Crypto investor · Colorado · 2024 & 2025 returns
S-corp election + reasonable comp study cut self-employment tax by $11,800.
Solo consultant netting $240K on Schedule C. We modeled comp, wrote the study, ran payroll, and filed Form 2553 retroactively.
Independent consultant · Texas · 2025 return
$112K IRS notice resolved for $0 owed after CP2000 response.
Client had 1099-B reporting gross proceeds without basis. We documented basis, prepared the response, and closed the matter in 68 days.
Tech employee · California · CP2000 representation
Testimonials reflect individual client outcomes and are not guarantees of future results. Results vary by fact pattern.
Yes. Our team includes federally licensed Enrolled Agents, a CPA, and an Attorney. Enrolled Agents hold unlimited federal representation rights in all 50 states, the District of Columbia, and U.S. territories. State returns are prepared under the same engagement.
Documents flow through an encrypted client portal. We meet by phone or video, you review every return on a screen-share, and you sign electronically. Faster than a local CPA office, with the same chain of privilege and confidentiality.
Yes — practice focus. Exchange CSV reconciliation, on-chain activity, HIFO/FIFO/LIFO selection, staking, DeFi, NFTs, airdrops, 1099-DA reconciliation, and Form 8949 with full detail.
Individual returns start at $450, business returns at $1,200, crypto reconciliation at $750. Every engagement is flat-fee and quoted before work begins. See the full fee schedule →
Most returns are filed within 10 business days of receiving complete documents. Complex returns with K-1s, multi-state activity, or crypto reconciliation take longer — timelines are firm and set at engagement.
Book 15 minutes. Leave with a plan and a fixed fee. Or call (646) 633-5059.
Weekly tax strategy written for people who earn, invest, or build. No fluff, no upsell.
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