Proactive tax strategy and financial clarity for S-Corp owners, real estate investors, and scaling service businesses.
We work with business owners who want strategy, not just compliance.
They call you in April.
They file what you give them.
They sometimes miss savings you could have captured.
You don't need another accountant. You need a financial partner who sees around corners.
Including R&D credits, cost segregation, bonus depreciation, and advanced planning strategies. See all tax strategies →
in documented tax savings for clients
average client recovers in year one
of clients receive quarterly strategy reviews
"Frank found $43,000 in savings my previous accountant missed. He doesn't just file returns—he thinks about my business and calls me with ideas before I even ask."
You took the S-Corp election. Now make it work for you.
Cost seg, 1031s, entity structure. We speak your language.
Multiple LLCs, one strategy. Unified planning across all entities.
We work best with:
If that's you, share your details and we'll be in touch.
Calls are scheduled after intake review.
Schedule a Strategy Call