Income tax planning for business owners and high-income individuals seeking long-term strategy

Typical Client Profile

We work with business owners, professionals, and families whose financial lives have grown more complex and who want proactive, integrated tax planning—not just tax preparation.

Our Clients Include:

  • Entrepreneurs, investors and closely held business owners earning approximately $250,000–$2,000,000+ annually

  • High-income professionals with significant equity compensation or alternative investment exposure

  • Individuals and families evaluating liquidity events, retirement planning, succession planning, or long-term exit strategies

Common Planning Needs

Clients often come to us when they are:

  • Paying substantial income taxes despite “good” accounting

  • Outgrowing basic tax compliance and annual planning conversations

  • Holding real estate or private investments that are not tax-optimized

  • Considering advanced retirement plan structures

  • Approaching a business sale, recapitalization, retirement, or generational transition

Client Focus

This practice is intended for clients who value proactive, year-round tax planning and are willing to engage in an ongoing strategy-focused relationship. Our work is designed for evolving situations that benefit from regular review, coordination, and thoughtful execution—not isolated recommendations or seasonal compliance.