What We Offer
💼 Tax Consulting & Advisory
Big decisions deserve smart tax strategy. From entity formation to restructuring, mergers, acquisitions, and cross-border considerations, we offer strategic insights that align your business goals with tax efficiency. Our advisory services are designed to be proactive—helping you anticipate impacts and plan ahead, not just react.
🧾 Tax Return Preparation
We deliver accurate, timely, and compliant filings for individuals and businesses, including partnerships, C & S corps, and LLCs. Whether your return is straightforward or highly nuanced, our process ensures no detail is overlooked. We leverage advanced tax software to increase precision, reduce friction, and leave you confident that your filings reflect the most up-to-date rules and opportunities.
⚖️ Tax Controversy & IRS Representation
Facing an audit or IRS inquiry? We bring decades of experience representing clients in high-stakes negotiations, audits, and appeals. Don's background with IRS procedures positions our firm to handle even the most complex cases with confidence and clarity. Clients trust us to be their advocate and guide—turning intimidating scenarios into manageable outcomes.
📈 Tax Planning
Long-term success requires more than annual compliance. Our tax planning services help businesses and individuals optimize future decisions—from retirement strategies to exit planning, equity structuring, and income deferral. We take the time to understand your goals, tailoring strategies that grow with you while staying responsive to regulatory changes.
Why Clients Choose Us
🎯 Clarity Without Compromise
We break down dense tax language into clear, actionable steps, ensuring you stay informed and empowered throughout the process.
🤝 Trust Built Through Action
Clients work directly with Don—not handed off to junior staff or siloed departments. Every return, consultation, and representation is handled with the care and expertise you'd expect from a seasoned CPA.
🧠 Technical Mastery Meets Real-World Application
Our practice isn’t limited to theory—we pair decades of regulatory knowledge with hands-on experience using award-winning tools and AI-powered productivity platforms to deliver smarter, faster service.
📊 Professionally Polished, Visually Engaging
From branded reports to clean deliverables, our communication reflects our commitment to professionalism and presentation. We understand that clarity and trust aren't just earned through numbers—they're reinforced through design and delivery.