Planning for the year, not just filing for it.
For founders mid-exit, executives with equity plans, and households with multiple entities and trusts. We hold the calendar, coordinate with your wealth advisor and attorney, and make sure the year's decisions hit the return correctly.
What an annual engagement covers.
- Quarterly strategy calls plus year-end planning session
- Equity comp analysis: ISO/AMT, NSO timing, RSU sell-to-cover, 83(b)
- QSBS qualification, tacking, and §1045 rollover planning
- Installment sale and §1031/QOZ analysis
- Charitable vehicles: DAF, CLAT, CRT coordination
- Trust & estate coordination: grantor, intentionally defective grantor, QPRT
- State residency planning and domicile documentation
- Federal, state, and any foreign returns prepared under the same engagement
- Wealth advisor, attorney, and private banker coordination
Returns, planning, and coordination included. Event-driven work (exit, sale, move) scoped separately when it arrives.
Where a year of planning actually moves numbers.
Equity compensation
ISO exercise windows, AMT modeling, 83(b) elections, secondary sales, QSBS tacking. Decisions made in Q2 show up on the return — for better or worse.
Exits and rollovers
§1045 reinvestment, §1202 QSBS stacking across family members, installment notes, opportunity zone deployment.
Entity coordination
Multi-entity owners with overlapping K-1s, basis tracking, and PTET elections. Clean books and clean returns.
Residency & domicile
Moving from NY or CA is a documentation exercise, not a mailing-address exercise. We build the file that survives a residency audit.
Charitable strategy
Appreciated stock gifting, donor-advised fund timing, and charitable trust coordination with your estate counsel.
Foreign exposure
GILTI, Subpart F, PFIC, and treaty-driven planning for clients with cross-border holdings or beneficiaries.
Common questions from HNW clients.
Do I need to replace my existing CPA?
Not always. Some clients keep their existing CPA for return mechanics and engage us for planning, equity comp, or event-driven work. We coordinate.
How do you work with my wealth advisor and attorney?
Directly, with signed authorizations. We attend joint calls, share workpapers where helpful, and document positions that affect both the portfolio and the estate plan.
Can you handle a liquidity event mid-year?
Yes. Engagements are designed to absorb events. We pre-model the tax impact before the transaction closes, not after.
Do you help with residency audits?
Yes. Our attorney leads state residency work, including New York's rigorous 11-month domicile audits. We build the documentation file prospectively so the audit, if it comes, is short.
Planning engagements open on a calendar.
We take a limited number of annual engagements per quarter. Book a call to confirm fit and reserve a slot.