Thirteen scoped practice areas. One credentialed team.
Enrolled Agents, CPA, and Attorney on staff. Every engagement is flat-fee, quoted before work begins, and delivered under Circular 230 governance.
Business Owners
S-Corp & LLC Tax Strategy
Entity returns, reasonable comp, QBI, PTET elections.
See detailStartup & Founder Planning
QSBS, 83(b), secondaries, pre-exit scaffolding.
See detailIRS Representation
Audits, OIC, penalty abatement, CP notices.
See detailStock Investors
Investment Tax Planning
Brokerage, K-1s, wash sales, §1256, QSBS.
See detailStock Options & RSU
ISO AMT, RSU, ESPP, 83(b), NSO timing.
See detailCross-Asset Coordination
Equities + crypto + real estate on one return.
See detailDigital Assets
Digital Asset Preparation
Exchange CSV + on-chain reconciliation, 8949, 1099-DA.
See detailDeFi, Staking & Mining
LP exits, restaking, bridges, mining income.
See detailMulti-Year Remediation
Amendments, basis rebuild, 1099-DA catch-up.
See detailHigh-Net-Worth
Multi-Income Stream
W-2 + 1099 + K-1 + crypto integrated.
See detailWealth Preservation
Trusts, charitable, residency, installment sales.
See detailMulti-State & International
Residency, apportionment, FEIE/FTC, treaties.
See detailFamily Office Advisory
Multi-entity households, trusts, coordination.
See detailBoutique discipline. Big Four rigor. Flat fees.
Most firms sell hours. We sell outcomes — a filed return, a resolved notice, a plan you can act on.
Flat-fee, quoted up front
Every engagement is scoped and priced before we start. No surprise invoices.
Credentialed & accountable
Enrolled Agents, CPA, and Attorney on staff. Engagements under Circular 230 and IRC §7216.
No junior hand-offs
A credentialed advisor owns your engagement from the first call. Every return is second-partner reviewed.
Not sure which service fits?
Book 15 minutes. We'll tell you which engagement you need — and if you don't need one, we'll tell you that too.