Executives, founders & equity
Compensation, concentrated stock, exercises, sales and state moves.
Private clients
Who we work with
We work with individuals and families on advice during the year, major decisions and tax returns. These are some of the situations we help with; you do not need to fit a category to contact us.
A starting point for your situation
Families & family offices
Tax work across related returns, trusts, private investments and retained advisors.
Physicians & practice owners
Personal tax work alongside employment, independent income and practice ownership.
Owner-only businesses
The company’s tax work and its effect on the owner’s return.
Trustees, executors & beneficiaries
Fiduciary returns and the tax information needed after a distribution, gift or death.
You do not need to fit a category
These are common starting points, not a complete list. Tell us about the work and any relevant dates; we will discuss whether the engagement is a fit. Ordinary single-household returns are welcome.