Advisory

Forward-looking work on the decisions themselves. New clients begin with one foundational package, then add individual engagements as they become relevant — or build the planning into the year with an ongoing advisory package.

Foundational packages

EssentialsThe core conversation for an individual return. StandardThe full foundation for an individual return. Self-Employment, Rental or FarmAdds the structure, cash flow and operations ground that Schedule C, E or F work needs. New BusinessThe foundation for a newly formed company.

Ongoing advisory

Two Advisory MeetingsEverything in a maintenance engagement, with two planning sessions built into the year: one… One Advisory MeetingA single planning session scheduled for the autumn, before year-end closes the options off.

Entity & business structure

Entity StructureThe structure you file under drives the tax you pay, the paperwork you carry and how… Business Start-UpStanding a new company up correctly from day one, so the first year is not spent unwinding… Corporation-LLC IncomeHow money leaves your own company is a decision, not a formality. Contractor or EmployeeGetting worker classification wrong is expensive and it is the kind of thing that surfaces…

Tax strategy

Tax PlanningA working session on the year ahead rather than the year behind. Income SourcesNot all income is taxed alike. Deductions and CreditsWhat you can actually claim, and what it is worth structuring your year around. Tax Privileged AccountsRetirement accounts, health savings accounts and education savings plans each carry their… Cost SegregationProperty does not have to be depreciated as a single block.

Business operations

Accounting System ConfigurationsNumbers you cannot rely on are worse than no numbers. Operations & DocumentationThe day-to-day mechanics that decide whether your records hold up: how company accounts and… Cash Flow PlanningKnowing what is coming and when. Company Fringe BenefitsBenefits run through the company are often treated as an afterthought and taxed accordingly. Buy, Build or LeaseAcquiring premises or major equipment is one of the larger decisions a business makes, and…

Wealth & succession

Equity PlanningA step back from the tax year to the longer arc: how you are building net worth, what tools… Education SavingsMoving income to family members in lower brackets, legitimately and with the paperwork to… Employee Stock CompensationEquity compensation is taxed very differently depending on which instrument you hold and… Estate PlanningWhat happens to what you have built.

Property & investments

Real Estate InvestingProperty is taxed differently at every stage — acquiring, holding and selling. Rental Property OperationsThe mechanics of rental income once you own the property: passive loss limitations, which… Foreign InvestingCross-border holdings carry reporting obligations that are unforgiving about being handled…