Strategic tax planning for entrepreneurs, and small businesses
who want real savings and long-term stability.
Why Individuals Professionals Choose Us
Maximize Real Estate Deductions
Specializing in deductions unique to real estate investments, property and development activities.
Seamless Tax Compliance
We ensure all real estate transactions, capital gains, and depreciation schedules.
Industry-Specific Advisory
From residential portfolios to commercial developments, our advice is tailored to your business.
Audit & Regulatory Support
Proactive audit preparation and representation you can trust on us totally for that.
Our Specialized Services for High-Net-Worth Clients
Monthly Bookkeeping & Financial Reporting
Property Acquisition & Sales Tax Planning
Depreciation & Cost Segregation Consulting
Rental Income & Expense Optimization
1031 Exchange Tax Consultation
Estate & Succession Tax Planning
HNWI Most Common Tax & Planning Questions
Solution: We employ strategies like **Qualified Small Business Stock (QSBS)** exclusions (if applicable), charitable remainder trusts (CRTs), and aggressive tax-loss harvesting to offset gains.
Solution: We perform proactive **AMT modeling** to strategically time the exercise of Incentive Stock Options (ISOs), manage state/local tax deductions, and utilize tax-favored investments to reduce the AMT hit.
Solution: We analyze the benefits of various irrevocable trusts, such as **Spousal Lifetime Access Trusts (SLATs)** or Generation-Skipping Transfer (GST) trusts, using your lifetime exclusion strategically.