Built for clients with more going on.
The practice is best suited for people who value direct communication and whose tax situation has outgrown a basic preparation process.
Business Owners
S-Corporation shareholders, partners, LLC owners, and sole proprietors who need coordinated business and individual guidance.
Investors & Traders
Stock sales, capital gains and losses, investment income, complex basis questions, or significant transactions.
Trustees & Executors
Trust or estate income tax filings, beneficiary reporting, inherited assets, and property sales.
Rental Property Owners
Depreciation, improvements, passive activity rules, sales, inherited property, or multi-state property.
Retirees
Retirement income, required distributions, investment sales, Social Security, and estimated taxes.
Clients With Tax Notices
Individuals and businesses who need a careful review of an IRS or state notice and a clear response strategy.