Services
Tax Services
Proactive planning and compliance for all entity types protecting high net-worth individuals.
All servicesStrategic Tax Planning
Multi-year plans that decide the tax outcome before the year closes — entity structure, comp design and timing, quantified in advance.
Learn moreTax Preparation
Returns for corporations, partnerships, trusts and high net worth individuals — built by a CPA, reviewed by tax counsel before it is signed.
Learn moreBooks Audit
A three-year look back that quantifies exactly what your prior returns missed — before you commit to anything further.
Learn moreTax Law & IRS Controversy
Audits, liens, levies and offers in compromise, handled by attorneys admitted to practice before the U.S. Tax Court.
Learn moreInternational Tax & Compliance
Cross-border structures, foreign trusts and the full alphabet of information returns, filed correctly and on time.
Learn moreMulti-State & Consolidated Groups
Nexus studies, apportionment planning and consolidated filings for companies operating across state lines.
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Other service areas
Business Advisory
Board-level financial leadership for private and public companies at every stage of the growth curve.
Learn moreFinancial & Investment Strategy
Tax-aware investment structures for high net worth families, funds and real estate operators.
Learn moreAsset Protection & Compliance
Structures that keep what you have built insulated, documented and defensible.
Learn moreAccounting & Operations
Clean books, on-time payroll and CFO-level reporting so every tax strategy has accurate numbers underneath it.
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Free consultation, up to 60 minutes
Not sure which service you need?
That is what the free consultation is for. Up to 60 minutes with Brent and you will know.