Embrace your tax-free future.
Four Strategies. One Plan.
Tax Strategy
Every dollar you earn is either taxed or it isn't. Every dollar you spend is either deductible or it isn't. We work year-round to change which side of that line your money lands on.
Wealth Strategy
You've built one exceptional asset. It shouldn't be the only one. We help you decide which asset class deserves your focus and who belongs on the team, all while knowing that how you invest drives what you'll pay in tax.
Asset Protection
A tax strategy protects your money from the government. Asset protection defends it from everyone else. Nearly every option disappears the moment a claim arrives, which is why it gets built early.
Legacy Strategy
The trusts in a well-built legacy strategy can lower your income taxes today while providing for the people and causes you care about. Gift and estate taxes take a real bite out of a lifetime of building when no one plans for them in advance.
CPA-Led. Strategy-First.
TFW Hampson Sturgis is a TFW Advisors® firm, founded on the methodology Tom Wheelwright, CPA, laid out in Tax-Free Wealth — that the tax code is mostly a map of incentives, and that paying less is a matter of reading it forward instead of backward.
We're a small firm on purpose. You'll work with the people whose names are on the door: a licensed CPA who spent a decade inside the compliance world and left it to do the planning that actually moves the number, and partners who've built and sold businesses themselves. We take a limited number of clients, because strategy at this level isn't something you can do at volume.
Who We Work With
Real Estate Investors
The Internal Revenue Code hands real estate investors some of the most powerful incentives available to anyone. Almost all of them are timing-dependent, such as cost segregation, bonus depreciation, Real Estate Professional Status, the short-term rental rules, passive activity treatment, how each property is owned. Miss the window and the money's gone. Successful investors don't just buy good properties. They build the tax strategy that lets them buy the next one faster.
Blog Posts
How To Choose A Tax Advisor
Top 10 Tax Planning Strategies
Town Hall Event: Q & A on New Stimulus Bill, President-Elect Biden’s Tax Proposals and More
Our Mission
Testimonials
