Tax Consulting
We Know About Section 199A
…As well as like-kind exchanges (section 1031), the section 1202 stock exclusion, and any other tax caveat you’ve never heard of – and now you never have to. In other words: we’ll make sure you pay the least amount of tax possible. Our tax advisory sits at the intersection of tax planning, tax aware investing, and tax preparation – a very rare level of strategic alignment that less than 5% of firms like ours can provide.
Our Tax Consulting Tiers:
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Basic
Great for individuals and businesses, as we can prepare and file taxes for you, freeing up a major chunk of your time for golfing, skiing, or karaoke. Our preference lies with the last one.
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Core
Perfect for people who’d like to get maximum tax savings – we’ll draft a detailed tax plan with practical strategies you can implement.
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Core+
A step further than pure plan-making, we’ll also provide support in implementing the plan, and that includes help with creating legal entities and deductions.
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Comprehensive
Ideal if you want the full benefits of our tax expertise, from preparing and filing, to developing and executing a tax plan with quarterly reviews.