Who We Work With
We don't work with everyone, and the four groups below aren't a marketing exercise. Each one sits on tax incentives that are large, specific, and easy to miss, and each one tends to be served by generalists who see the transaction after it closes.
If you're in one of these and your tax bill has outgrown your tax plan, we should talk.
Real Estate Investors
The Internal Revenue Code hands real estate its most powerful incentives — and nearly all of them are timing-dependent. Cost segregation, bonus depreciation, Real Estate Professional Status, the short-term rental rules, 1031 treatment, and how each property is titled are all decided before a transaction, not after. Most investors we meet aren't missing strategies. They're missing deadlines they never knew existed.
Insurance Agency Owners
Agency ownership creates tax questions most CPAs never encounter: how contingent and override income is characterized, how the entity is structured as the book grows, how you are compensated versus how you should be, and what perpetuation or sale does to all of it. Those answers get locked in years before they show up on a return. We know this business from the inside.
Aviation Professionals
Business Owners
The structure that fit at launch usually stops fitting right around the time the business starts working. Rates climb, deductions narrow, the early-year losses are gone, and the income is bigger and more visible than it's ever been. Nothing went wrong, it's just that the initial plan stopped matching the company. That's the moment proactive planning is worth the most and gets done the least.