Services
A complete strategic tax & financial practice.
Three integrated practices operating as one engineered system — private client services, mid-market business advisory, and tax controversy defense, delivered by senior practitioners.
- Private Client ServicesAdvanced planning, structural strategy, and lifetime tax architecture for high-income individuals and families.
- Mid-Market Business AdvisoryTax-architected CFO guidance and transaction advisory for founder-led and growth-stage companies.
- Tax ControversyIRS examination, appeals, and resolution defense — led by attorneys and senior CPAs.
System Map
Three services. One coordinated strategy.
System View
Service Architecture · v2026Inputs · Services01
Three integrated capabilities
- Private Client Services
- Mid Market Advisory
- Tax Controversy Defense
Coordination02
Single Strategy
- One senior team
- Shared engagement plan
Outputs03
Defensible · Optimized · Compounded
- Audit-ready posture
- Liability minimized
- Multi-year benefit
Service Index
Modules by service line.
Service · 01
Private Client Services
Structuring · Timing · Jurisdiction
Entity & structure
Holding co · trusts · stacks
Equity & liquidity
QSBS · 83(b) · secondaries
Multi-jurisdictional
Domicile · sourcing · inbound
Service · 02
Mid Market Advisory
Tax · Transactions · CFO
Business Tax
Compliance · structure · specialty
Transaction Advisory
Sell-side · buy-side · QoE
CFO Advisory Services
Fractional & interim
Service · 03
Tax Controversy Defense
Audits · Appeals · Disputes
Audit defense
Federal & state examinations
Appeals representation
Office of Appeals strategy
Penalty abatement
Reasonable cause & remediation
Coverage Parameters
Built for complexity at any scale.
FederalAll 50 States
InternationalOECD
Entity TypesC / S / LLC / Trust
Engagement FormRetainer
Engagement Intake
Request Private Strategy Session
Schedule a time
Confidential intake