Tax Advisory
Tax-smart strategy for businesses, investors, and high earners. I help you proactively reduce taxes, avoid surprises, and align decisions with your bigger financial goals—year-round, not just in April.
Who I help
- Business owners & LLCs/S corps (one or many states).
- Real estate investors (rentals, flips, cost seg/1031 strategy).
- High-income W-2/1099 professionals.
- Founders with equity events (RSUs/ISOs/NSOs, exits).
What’s included
- Year-round planning: entity & election strategy, estimated taxes, safe harbors.
- Business optimization: owner comp, accountable plan.
- Investment & real estate tax: lot ID, gain harvesting/deferral, depreciation, basis tracking.
- Life events & exits: equity comp timing, sale projections, QSBS, step-up considerations.
- Compliance guidance: what to file, when, and how to stay audit-ready.
- Outcome: a written, prioritized tax plan with estimated savings, action owners, and due dates, plus check-ins to keep it moving.
How it works
- Intro call (15–20 min): Fit + goals.
- Diagnostic: Gather returns, books, and facts; identify opportunities.
- Tax Plan: Roadmap with savings estimates and implementation steps.
- Quarterly tune-ups available: Update for law changes, income shifts, transactions.
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What are my deliverables?
- Tax strategy memo + checklist.
- Safe harbor/estimate schedule.
- Withholding/owner-pay plan.
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Do you only work at tax time?
No, planning is most valuable before year-end. We meet periodically and update as facts change.
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Do you represent clients with the IRS?
Yes. As an Enrolled Agent, I handle notices, audits, and payment plans. (See Tax Representation.)
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Can you help non-U.S. clients/dependents?
Yes—I’m an IRS Certified Acceptance Agent for ITIN (W-7) applications and renewals.
Navigating the complexities of tax regulations is challenging, but my tax advisory service offers the expert guidance you need to make the right financial moves. From strategic tax planning to compliance and reporting, I focus on maximizing your tax efficiency while aligning with your broader financial goals. I stay up-to-date with the latest tax laws and opportunities, ensuring that you get the best possible outcomes for your business or personal finances. Whether you need help with corporate tax strategies, multi-state taxation, or year-round tax planning, I'm here to guide you every step of the way.