Tax guidance that doesn't wait for April
We manage the decisions that drive your tax outcome all year. The goal is not just a correct return. The goal is the best defensible path.
K-1 Arrival Detection
2 hours agoYour Schedule K-1 from a private equity partnership has been received. Review shows ordinary business income and qualified dividends, reconciled against prior year positions.
Estimated Payment Due
Due in 12 daysQ3 estimated payment is due September 15. Based on current income trajectory, consider increasing the amount to avoid underpayment penalties.
Charitable Strategy Window
Action recommendedYour concentrated equity position shows significant unrealized gains. Donating shares directly to your DAF before year-end could materially reduce capital gains tax.
What you are buying
Best-path evaluation
Multiple strategies compared, impact modeled, best path chosen.
Partner review
Human sign-off where it matters. Partner-grade assurance.
Defensible documentation
Audit readiness as a byproduct. Every position substantiated.
Optimization, quarter by quarter
Every quarter has levers. We surface them early, model the impact, and help you choose the best path.
Tax Season Prep
Jan - Mar
Wealth preservation requires vigilance
Multi-entity, multi-state, concentrated positions, and charitable vehicle planning (DAF, CRT) demand continuous attention. Our year-round advisory ensures no opportunity is missed.
- Multi-entity and multi-state coordination
- Concentrated positions and options exercise timing
- Pass-through basis and trust distributions
- Charitable vehicle planning (DAF, CRT)
CFOs need clarity, not surprises
Multi-entity structures, state apportionment, and entity elections demand proactive management. Get alerts before issues become problems.
- Estimated payment and entity structure optimization
- Multi-state income allocation and nexus alerts
- R&D credit and incentive tracking
- Election deadlines and carryforward coordination
Every position substantiated. Every opportunity tracked.
Audit-ready records that support optimized decisions. Every document is collected, organized, and linked to the positions it supports, so your outcomes are defensible.
Intelligent Document Intake
Consolidated brokerage statements, K-1s, and equity compensation documents are automatically parsed and reconciled against prior year positions.
Proactive Collection
Receive timely prompts when expected documents are missing. Never chase down a late K-1 again.
Audit-Ready Organization
Every position is substantiated and linked to source documentation. Your records are always ready for review.
Multi-Year Continuity
Carryforwards, basis tracking, and elections are maintained across years. No detail is lost between filing seasons.
Decision-grade guidance, on demand
Tax questions don't wait for scheduled calls. Whether it's a time-sensitive decision about exercising options or understanding the implications of a distribution, get substantive guidance immediately.
I'm considering exercising my ISO options this quarter. What are the AMT implications?
Based on your current income trajectory and vested ISO spread, exercising this quarter would trigger material AMT. However, if you spread the exercise across two tax years, the AMT impact could be meaningfully reduced.
Analysis based on your prior return and current YTD income
Stop treating tax season like a deadline. Treat it like a strategy.
The best tax outcomes come from year-round ownership, not last-minute scrambles. Start your advisory relationship today.