Fifteen scoped practice areas across five tracks.
Enrolled Agents, CPA, and Attorney on staff. Every engagement is fixed-fee, scoped on a discovery call before work begins, and delivered under Circular 230 governance. Pick the track that fits the way you actually earn.
Founders & AI Solopreneurs
For high-margin solo businesses, AI-native founders, indie SaaS, agencies, creators, and consultants. Entity, retirement, and multi-state framework that compounds your after-tax return.
AI Solopreneurs & Founders
Entity, retirement stack, §199A, §174, multi-state nexus.
See detailS-Corp & LLC Tax Strategy
Entity returns, reasonable comp, QBI, PTET elections.
See detailStartup & Founder Planning
QSBS, 83(b), secondaries, pre-exit scaffolding.
See detailStock & Equity Investors
Brokerage portfolios, K-1s, equity comp, QSBS, §1256, carried interest. Planning before you click sell — not just reporting after.
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 detailCrypto & Digital Assets
Exchange and on-chain reconciliation, DeFi classification, NFT basis, staking and mining, 1099-DA readiness. Prior-year remediation when basis was wrong.
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 Households
Multi-entity coordination, trusts, residency, charitable vehicles, family-office stack-up. The full picture, read like a family office reads it.
Multi-Income Stream
W-2 + 1099 + K-1 + crypto integrated.
See detailWealth Preservation
Trusts, charitable, residency, installment sales.
See detailFamily Office Advisory
Multi-entity households, trusts, advisor coordination.
See detailGlobal Professionals & Expats
U.S. citizens abroad, inbound foreign nationals, dual residents, and cross-border investors. FEIE, FTC, treaty positions, FBAR, FATCA, PFIC, Streamlined cleanup, and exit-tax planning.
Boutique discipline. Big Four rigor. Fixed-fee engagements.
Most firms sell hours. We sell outcomes — a filed return, a resolved notice, a plan you can act on.
Fixed-fee, scoped up front
Every engagement is scoped on a discovery call and quoted in writing 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.