For Attorneys, CPAs, and Advisors
Counsel That Plays Well With Others
You keep the client and the deal. I work the tax and the structure alongside your team, so everyone is building on the same answer.
As Seen In
Why the Practice Is Built Around Your Team
A sale, a reorganization, or a move across state lines is not one problem. It is four or five, and they belong to different people.
The advisor knows what the market will pay. The CPA knows the books. The wealth advisor knows what the money has to do afterward. Deal counsel runs the transaction.
A client is served best when each of those roles is held by someone who does that work every day, when the roles stay distinct instead of blurring into each other, and when every one of them is pointed at the same thing: getting the deal done.
That is why the practice is referral-based. Attorneys, CPAs, wealth advisors, and bankers across the United States bring me onto their clients' matters for the structure, and I work alongside the people who were already there.
What You Can Count On
One Flat Fee
Every matter is quoted and agreed before the work starts. Nobody on the team runs a meter, and a question never starts one.
Tax-Informed Decisions
Deals stall on tax questions nobody has answered yet. I model the alternatives from your client's figures, so every option on the table carries a number instead of a guess.
Work That Reflects Well on You
The engagement is designed so the client sees your referral as the reason it went well. You brought in the depth. The outcome shows it.
Find the Right Service for Your Client
Your Client Is Selling
The federal tax under a stock sale, an asset sale, and the elections available, computed from their own figures.
Get a Quote →The Buyer Wants to Buy Assets
Whether an F reorganization fits the deal, and the order the steps have to run in.
F Reorganization Analysis →Your Client Is Forming a Company
Whether forming for QSBS works from where they stand, and what has to be true the day the shares are issued.
Get a Quote →Your Client Moved States
Both states' laws, what carries over unchanged, and the filings in the right order.
Relocation Analysis →