Year-round, planning-first tax work for founders, executives, and families with complexity: equity compensation, liquidity events, trusts, multi-entity structures, and cross-border assets.
RSU, NQSO and ISO planning (including AMT modeling), QSBS positions, merger and acquisition proceeds, estimated tax management, and multi-year income smoothing around a sale.
S corporation and partnership planning, trust income tax returns (Form 1041), coordination between personal, entity, and fiduciary returns so nothing falls between preparers.
Backdoor and mega-backdoor Roth mechanics done correctly, combo 401(k)/cash-balance design for owner-operators, charitable strategies, and gift/estate reporting coordination.
Foreign accounts and investment reporting (FBAR, 8938, PFIC), foreign gifts and inheritances, and treaty-aware planning for internationally mobile families.
For complex households, the return itself is the last step. The value is created earlier — in the year a liquidity event is structured, an entity is elected, a Roth conversion window opens, or an equity grant vests. We work on a planning calendar, not just a filing calendar, and we deliberately keep the client roster small enough that a partner knows every file.
Free discovery call. Bring nothing but a description of where things stand.
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