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Tax Planning

Offering a robust line of productsto meet your personal and business needs

Tax Planning

Tax Planning

We specialize in solving complex tax issues around self-employed individuals and executive compensation (stock options and restricted stock), crypto investors, passthrough entities, as well as rental real estate and other passive income streams. We are passionate about the new gig economy and helping self-employed individuals or those with a side gig to make the right decisions regarding entity choice, taxation, and reasonable compensation.

We believe that working with a tax expert helps drive better financial outcomes. And when it comes to tax planning and breaks, one mistake can cost you. We have the expertise that is needed to help you file your returns while also helping you to minimize your tax liability with careful planning.

We use a proactive approach to tax planning for individuals and businesses. We have helped many high net worth individuals, business owners, crypto millionaires, and expatriates save tens or even hundreds of thousands of dollars each year in taxes by optimizing their deductions, legal entity structures, retirement planning, and more. We provide no obligation tax planning opportunity assessment to our existing clients as well as to prospects who are interested in hiring us to do their tax planning.

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