Tax Services

You already know that you don’t just need someone to file your taxes. We start with learning who you are and what your goals are, then build a forward-looking tax strategy that accounts for your business, your investments, your real estate, and your personal financial picture. That means quarterly planning conversations, proactive modeling when you’re considering a transaction or major financial decision, and a return that gets filed as the final output of a strategy that’s already been working for you all year.

Whether you’re an individual with a complex portfolio, a business owner managing multiple entities, or a production company navigating multi-state obligations, we build around your level of complexity. If your current accountant only shows up at deadline, let’s fix that.

Let's Talk
01

Multi-Year Tax Planning & Strategy

We build tax strategies that span multiple years, accounting for your income, investments, entities, and goals. Quarterly planning conversations keep us ahead of changes so your return is the last step, not the first.

02

Individual & Business Tax Preparation

From straightforward personal returns to multi-entity business filings, we handle the full range. Every return is prepared within the context of your broader tax strategy, not in isolation.

03

Real Estate & Partnership Tax Planning

Complex ownership structures, 1031 exchanges, depreciation strategies, K-1 reporting across multiple partnerships. We work with investors and developers whose real estate holdings require year-round attention, not just annual compliance.

04

Fund Tax Compliance & Investor Reporting

K-1 preparation, fund-level tax compliance, and investor reporting for venture, PE, and investment fund managers. Big-four accuracy without big-four overhead.

05

Entertainment & Media Industry Tax Services

Production companies, film finance, post-production, talent, and touring professionals. From royalty structures and residual income to film tax credits and multi-state production obligations, we bring deep familiarity with the tax landscape of entertainment and media. This isn’t a sideline for us. It’s core to what we do.

06

Estate, Trust & Gift Tax Planning

Wealth transfer requires long-term thinking. We help individuals and families structure estates, trusts, and gifting strategies that minimize tax exposure while protecting the legacy you have built.

07

Tax Strategy for Business Transactions

Buying, selling, merging, or restructuring? The valuation and tax implications of a transaction can define whether it’s a good deal or a costly one. We model outcomes before you commit.

08

Business Entity Assessment

Not sure your current business structure is still the right one? We evaluate your setup against your income, growth trajectory, and tax exposure to determine whether it’s working for you or costing you. For many clients, this is where the planning relationship starts.

09

IRS & State Tax Authority Representation

If you’re facing an audit, notice, or dispute, we represent you directly with the IRS and state tax authorities. Our goal is resolution with minimal disruption to your business.

10

Prior Year & Multi-Year Tax Remediation

Behind on filings? It happens more often than most people admit, and the longer it sits the harder it feels to start. We help individuals and businesses work through multi-year backlogs methodically, getting you current with the IRS and state authorities while identifying the best available positions for each open year. No judgment, just resolution.

Other Services

Accounting

View Services

Business Management

View Services

Advisory

View Services
Schedule a Consultation