Exclusive Services

Customized tax and compliance services for companies, fund managers, and high-net-worth individuals.

Our Premium Services

Tailored tax and compliance solutions for businesses, fund managers, and high-net-worth individuals.

a close up of a cell phone with a red background
a close up of a cell phone with a red background
a close up of a cell phone with a red background
a close up of a cell phone with a red background
Small Business & Owner-Managed Advisory

Tax planning and compliance for LLCs, S-corps, and multi-state obligations

Partnership & Fund Compliance

Guidance on Forms 1065, K-1s, and foreign filings (1042, 8804/8805, 8865, 5471).

a close up of a cell phone with a red background
a close up of a cell phone with a red background
a close up of a cell phone with a red background
a close up of a cell phone with a red background
Fund Structuring & Transaction Support

M&A due diligence, capital transactions, and legal coordination

IRS/State Notice & Controversy Resolution

Representation and support in responding to notices and resolving disputes

Supporting emerging and mid-sized fund managers, family offices, and entrepreneurs, high-net-worth individuals with tailored, professional tax solutions

a black and white photo of a white wall
a black and white photo of a white wall

Why Choose Us

Predictable Pricing
Improves Reporting & Compliance
Reduces Audit Risk
Trusted by High-Value Clients

Request
Premium Services

Connect with us for premium services.

a red wall with a clock on it
a red wall with a clock on it