About
our company

We are a boutique tax advisory firm focused on serving senior executives and high-net-worth individuals with complex financial lives. Our work centers on equity compensation, multi-state taxation, and integrated tax planning for clients whose situations require more than standard tax preparation.

We take a thoughtful, planning-first approach to tax compliance. This means understanding how stock-based compensation, investment activity, business interests, and life events interact — and helping clients make informed decisions with long-term tax implications in mind.

Our clients value clarity, responsiveness, and discretion. We work best with individuals who want a proactive relationship with their tax advisor and appreciate careful analysis over one-size-fits-all solutions.