The art of the
unsolved return.
A senior-led tax firm for operators whose returns no longer fit on a 1040. We compose strategy, filings, and equity decisions into one quiet, year-round engagement.
A complete tax studio, not a once-a-year vendor.
We work with a small roster of founders, operators, and investment partnerships. Every engagement is led by a partner with at least fifteen years of tenure.
Strategic Tax Planning
Forward-looking models that map every dollar across entity, jurisdiction, and time horizon — built for founders who outgrew their CPA.
Federal & State Filings
Returns prepared by senior practitioners, reviewed twice, and signed by a partner. No junior-staff handoffs, no surprises in April.
R&D Credits & Incentives
We surface the §174, §41, and state-level incentives most firms miss. On average our clients recover 4.2× our annual fee.
Equity & RSU Strategy
QSBS, 83(b), AMT exposure, secondary sales — modeled before you sign, not after the wire clears.
Multi-State & International
Nexus analysis, transfer pricing, treaty benefits. Our team has filed in all fifty states and forty-three countries.
Year-Round Advisory
A dedicated principal on Slack, monthly reviews, and a quarterly forecast. Tax season becomes a non-event.
Four steps from scattered to solved.
Most firms hand you a portal and a checklist. We hand you a partner.
Introduction
A thirty-minute call with a partner. Bring your last return, your cap table, and questions.
Diagnostic
Two-week review of three years of filings. We surface what was missed and what’s recoverable.
Plan
A written strategy, modeled to a five-year horizon, with election deadlines and trigger events on the calendar.
Stewardship
Quarterly forecasts, year-round access, and filings that arrive before the deadline. Always.
Quietly held in high regard.
We don’t advertise. The work is referred, partner to founder, fund to founder.
They found a §1202 position my last firm dismissed in twenty seconds. It saved me four million on exit and twelve nights of sleep before it.
The first firm I’ve worked with where I don’t dread the email. Calm, exact, and ahead of every deadline I used to chase.
Three engagements, fixed fees.
Each tier is a flat annual fee including planning, filings, and a partner who knows your name.
For operators with W-2, RSUs, and a single entity.
- Federal & state personal returns
- RSU and ISO/NSO modeling
- Quarterly estimated payments
- Two strategy calls per year
- Slack access during business hours
For founders running an operating company. Personal + entity, R&D credits, partner on retainer.
- Everything in Founder
- C-corp or LLC entity returns
- §174 R&D credit study
- Multi-state nexus monitoring
- Monthly partner review
- Priority Slack & email
For investment partnerships, family offices, and exits above $25M.
- Fund administration & K-1s
- QSBS qualification & tracking
- Estate & gifting strategy
- Multi-jurisdiction filings
- Dedicated partner & senior team
- Twenty-four hour response
Asked often.
A few of the things prospective clients ask before their first call.
The unsolved
return becomes solved.
Book a thirty-minute introduction. We’ll review your last filing and tell you, plainly, whether we’re the right firm for the next one.