Who we serve
A flat-fee CPA and Financial Planner team for the situations where taxes and planning collide. Find yours below.
Professions
Equity, high pay, licenses, pensions, and the benefits that come with the job.
Executives
Equity and deferred comp.
See how we helpDoctors
Income, loans, and taxes.
See how we helpLawyers
Partner draws and K-1s.
See how we helpTech and startups
RSUs, options, ESPP, and exits.
See how we helpFinance and banking
Bonuses, carry, and co-invests.
See how we helpSalespeople
Commissions, clawbacks, and RSUs.
See how we helpDentists
Practice buy-ins and owner plans.
See how we helpVeterinarians
Production pay and consolidators.
See how we helpPharmacists
PSLF, backdoor Roth, and HSAs.
See how we helpNurses and CRNAs
Travel pay, shifts, and PSLF.
See how we helpPilots
Big 401(k)s and crew state rules.
See how we helpMilitary families
BRS, allowances, and residency.
See how we helpFederal employees
FERS, TSP, and retirement timing.
See how we helpTeachers and professors
Pensions, 403(b)s, and 457(b)s.
See how we helpTherapists and psychologists
Private practice, QBI, and estimates.
See how we helpEngineers and architects
Firm ownership, ESOPs, and 179D.
See how we helpEntrepreneurs
People who earn on their own terms: owners, freelancers, creators, agents, and performers.
Business owners
Business and personal.
See how we helpConsultants and freelancers
1099 income and quarterly taxes.
See how we helpCreators and influencers
Platform income and brand deals.
See how we helpMusicians, actors and artists
Gigs, royalties, and tours.
See how we helpAthletes
Short careers and multi-state taxes.
See how we helpReal estate agents
Commissions, splits, and mileage.
See how we helpSports bettors and gamblers
Winnings, losses, and records.
See how we helpCannabis business owners
280E, inventory costs, and cash.
See how we helpInvestors
Crypto, active trading, startup stakes, and rental property, each with its own tax rules.
Life events
The moments that change your taxes and your plan in the same year.
Approaching retirement
Retirement income and tax.
See how we helpInheriting wealth
A plan for your inheritance.
See how we helpMarried couples
One plan for two.
See how we helpGoing through a divorce
Accounts, filing, and a new budget.
See how we helpNew parents
Credits, childcare, and a 529.
See how we helpMoving states
Two state returns, one move.
See how we helpAmericans abroad
FBAR, exclusions, and credits.
See how we helpNew to the US
Residency, dual status, and FBAR.
See how we helpDon’t see your situation?
Our CPAs and Financial Planners work with every kind of household, income and life event, not only the ones listed here. Book a free consultation and we’ll build a plan around yours.