Who We Help
Which situation sounds like yours?
We’re built for owners with real complexity — multiple entities, real estate, growth, or a CPA relationship that’s run its course. Pick the closest match and we’ll take you to the right place.
Growing Business Owners
You’re at $1M+ in revenue (or heading there fast) and your accountant only shows up at the deadline. You want projections, entity and owner-comp decisions, and planning between filings.
Good fit if…
- ✓ Multiple entities or growing headcount
- ✓ Owner-comp and distribution questions
- ✓ Ready to invest in advisory, not just compliance
Real Estate Investors
You own investment property with real tax complexity — depreciation, cost segregation, material participation, short-term rentals, or exchanges — and want it coordinated with the rest of your return.
Good fit if…
- ✓ A portfolio, not a single rental
- ✓ Depreciation / cost-seg / REP questions
- ✓ Entities that need to work together
Your CPA Retired or Went Quiet
Your CPA retired, sold the practice, or stopped returning calls. You need a clean transition that keeps your planning history intact — without the scramble.
Good fit if…
- ✓ Mid-relationship and need continuity
- ✓ Business or real-estate complexity to carry over
- ✓ Want planning, not just a filed return
Also a strong fit
Multi-entity families and select estate, trust, and fiduciary engagements — where business, real estate, and personal planning overlap. Dedicated pages for these are coming later.
Where we’re probably not the best fit
We’re built for ongoing tax preparation and planning relationships, not the cheapest simple W-2 return or a one-off filing. If that’s what you need, a high-quality preparer may serve you better — and we’re happy to point you toward good resources.
Not sure where you fit?
Start a Fit Call and we’ll tell you honestly — including if we’re not the right firm for you right now.
30 minutes · no pressure · no obligation.