Currently Accepting New Clients
Stop Overpaying The IRS. Keep What You Earned.
- CPA + tax attorney on every file
- U.S. Tax Court admitted counsel
Brent N. Robbins
CPA, MPrA · Chief Executive
- Unique Tech Solution
- CPA + LawUnique Tech Solution
- Admitted counsel
- U.S. Tax CourtAdmitted counsel
- Tax Savings Promise
- 100%Tax Savings Promise
- Clients served
- NationwideClients served
Is this you?
Three problems we fix every week.
If one of these is yours, the consult costs nothing and stays confidential.
- IRS Defense
Concerned About IRS Disputes?
Our tax attorneys are admitted to practice before the U.S. Tax Court. We handle audits, liens, installment agreements and offers in compromise, and we deal with the IRS so you never have to.
Learn more - Compliance
Haven't Filed Taxes in Years?
Non-filed years are a solvable problem. We reconstruct your records, file the back years correctly, and negotiate penalty relief to bring you current quietly and completely.
Learn more - Tax Strategy
Unhappy With Your Current CPA?
Most CPAs file history. We engineer the future. Bring us last year's return and we will show you, line by line, what was left on the table.
Learn more
The 100% Tax Savings Promise
Guarantees other firms cannot underwrite.
CPA work, tax law and technology sit under one roof, so we can put promises in writing that a filing-only firm cannot.
Know Guarantee
After our strategy work is done, you will know with 100% certainty how to reduce tax and protect your wealth. Guaranteed.
Savings Promise
If you execute the plan we build for you, it will save you on tax. Guaranteed, in writing, every year.
Accuracy Guarantee
If we do your books, we guarantee 100% accuracy at all times.
Expertise
Built for complicated money.
Planning, filing, defense and CFO work. One method owns all of it, start to finish.
- TAX
Strategic Tax Planning
Multi-year plans that decide the tax outcome before the year closes — entity structure, comp design and timing, quantified in advance.
Learn more - TAX
Books Audit
A three-year look back that quantifies exactly what your prior returns missed — before you commit to anything further.
Learn more - TAX
Tax Law & IRS Controversy
Audits, liens, levies and offers in compromise, handled by attorneys admitted to practice before the U.S. Tax Court.
Learn more - ADVISORY
Contract CFO Services
Board-level finance without the full-time hire — reporting, budgets, investor packages and cash strategy on a monthly cadence.
Learn more - ADVISORY
Exit Strategies
Multi-year exit planning so your sale is taxed the way you chose years in advance, not the way it happens to fall.
Learn more - STRATEGY
Real Estate & §1031 Exchanges
Exchange planning, DST placements and holding structures so deadlines are met and gains stay deferred.
Learn more - STRATEGY
Private Placements
Structuring, documentation and tax advice for private securities offerings, from a team involved in 500+ investment funds.
Learn more - PROTECTION
Asset Protection Strategies
Entity and trust architecture that separates risk from reward — documented and funded before a claim ever arrives.
Learn more - PROTECTION
Captive Insurance
We assess whether a captive is actually justified, then handle formation, actuarial work and ongoing management.
Learn more - ACCOUNTING
Bookkeeping & Accounting Services
Three tiers of bookkeeping support, from monthly essentials to full-service financial management, sized to your business.
Learn more - ACCOUNTING
Payroll Services
Accurate, on-time payroll for your team, with the federal, state and local filings handled for you.
Learn more - ACCOUNTING
QuickBooks Setup & Training
QuickBooks set up right from day one, or cleaned up if it is already a mess, plus training so your team can use it.
Learn more - ACCOUNTING
Monthly Financial Advisory
Ongoing CFO-level guidance: monthly review meetings, KPI dashboards and forward-looking planning instead of rear-view reporting.
Learn more - ACCOUNTING
Business Funding Support
Lender-ready financials, projections and packages that help you walk into a funding conversation prepared.
Learn more - ACCOUNTING
Business Tax Filing
Federal and state business returns prepared and filed correctly the first time — no guesswork, no missed deadlines.
Learn more - ACCOUNTING
LLC & Corporation Taxes
Specialized tax support for LLCs, S-Corps and C-Corps, including entity structure analysis and reasonable-compensation planning.
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Leadership
A CPA and a tax attorney on every file.
Our leadership sets the method and more than a dozen senior CPAs and tax attorneys run it, so nothing gets lost between two firms.
Brent N. Robbins, CPA, MPrA
Chief Executive
Extensive experience with captive insurance companies, IC-DISCs, DSTs and IRC §1031 / §1035 exchanges · Contract CFO services for private and public companies, including SEC reporting
Full backgroundChristopher Rogers, LL.M., MBA
Chief Counsel
8 years managing a New York-based private securities & tax firm · Involved in the creation of 500+ investment funds
Full background
Free consultation, up to 60 minutes
See what last year's return cost you.
Bring one return. Leave the call knowing what we would change, what it saves and what it costs. Consults and quotes are free.