Industries
Industries & Profiles
While every client is unique, I commonly work with businesses and professionals facing complexity, transition, or risk.
Professional Service Providers
Attorneys, physicians, engineers, and other licensed professionals managing complex income and entity structures.
Consultants & Solo Founders
Independent operators who need strategic tax planning as their revenue and complexity grow.
Small Business Owners
Established businesses seeking compliance clarity and proactive tax strategy beyond annual filings.
High-Income Professionals
Individuals with side businesses, real estate holdings, equity compensation, or multi-state filing needs.
Businesses Navigating Growth
Companies experiencing increased complexity through expansion, new entities, or strategic transitions.
If your situation involves complexity, transition, or risk, this work may be a fit. Get in touch to learn more.