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Tax Planning

Helping you to proactively understand and mitigate your tax liability. We look out the windshield instead of the rearview mirror to make sure you take advantage of all tax saving opportunities while avoiding the tax potholes. 

Opportunity Zone Consulting

Making sense of one of the most powerful tax saving options out there.  Our team can help you effectively structure and execute on OZ deals to allow you to get the largest bang for your buck while being totally compliant with the nuanced rules and regulations.  

Taking care of your federal and state income tax returns.  It’s boring and thankless, but somebody’s got to do it.  And we do it extremely well. 

Equity Compensation Planning

Knowing when to exercise stock options and how to maximize your equity compensation is complicated and always has tax implications. We help our clients understand and comprehensively plan around their equity compensation, including understanding the total cost and tax optimization.

Business & Individual
Tax Return Filing

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