Who we are
We are a boutique tax advisory firm serving senior executives and high-net-worth individuals with complex financial and compensation structures. Our practice is intentionally focused on clients whose tax situations involve equity compensation, multi-state income, investment activity, and long-term planning considerations that go beyond standard compliance work.
Our approach is planning-first and relationship-driven. While accurate and timely tax filings are essential, we believe the real value comes from understanding how compensation decisions, liquidity events, investments, and life changes intersect over time. We work closely with our clients to provide clear guidance, thoughtful analysis, and proactive planning throughout the year — not just at filing time.
We operate as a small, highly focused firm by design. This allows us to maintain a high level of responsiveness, discretion, and continuity. Clients work directly with the CPA responsible for their engagement, ensuring consistent communication and a deep understanding of their personal and financial circumstances.
Our clients value clarity, accessibility, and a trusted advisory relationship. We work best with individuals who appreciate careful planning, open communication, and a long-term perspective on tax strategy.
About the Founder and Lead CPA
Dan B. Hodgin, CPA has over 20 years of experience in public accounting, bringing a deep technical background and a practical, client-centered approach to tax planning and compliance. After beginning his career in public accounting, Dan spent more than a decade in private practice advising senior executives, business owners, and high-net-worth individuals on complex tax matters.
Earlier in his career, Dan practiced at Mohler, Nixon & Williams, a well-regarded regional firm that was acquired by Moss Adams shortly before his departure and later became part of Baker Tilly. This experience provided exposure to sophisticated tax issues and large-firm technical resources, while reinforcing the value of personalized, high-touch client service.
Today, Dan leads a boutique practice supported by a small, experienced team. The firm is intentionally structured so clients work directly with Dan on their tax planning and compliance, rather than being passed between multiple layers of staff. This allows for deeper understanding, faster communication, and a more consistent advisory relationship.
Dan’s practice is selective by design, enabling him to devote meaningful time and attention to each client’s unique circumstances. Clients value the continuity, accessibility, and thoughtful guidance that come from working directly with an experienced CPA who understands both the technical details and the broader financial picture..
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