Every decimal
defends itself.
We turn tangled financials into airtight narratives — the kind that hold up under audit, through acquisition, and across generations.
Multi-State Coverage
Jurisdiction Footprint
Active nexus monitoring across all 50 states + DC
YTD Client Savings
$47.3M
Across 214 active engagements
The people who sign
their name on your numbers.
Hover any card to see credentials and a single client result. No aggregated claims — just real outcomes.
Marcus Webb
Managing Partner
Marcus Webb
CPA, J.D. — Columbia Law
Client Result
$240M
AUM tax-optimized in FY24
Priya Nair
Partner, Tax Strategy
Priya Nair
CPA, MST — NYU Stern
Client Result
$14.2M
Credits captured for clients FY24
Daniel Cho
Partner, Family Office
Daniel Cho
CPA, CFP — Wharton
Client Result
47
Family entities consolidated
Sofia Reyes
Partner, Tech & SaaS
Sofia Reyes
CPA, CFA — Stanford GSB
Client Result
3
Clean restatements, zero SEC comment
James Okafor
Partner, Real Estate
James Okafor
CPA, CCIM — UPenn
Client Result
$380M
In 1031 chains structured since 2020
Lena Müller
Partner, Healthcare
Lena Müller
CPA, MBA — Kellogg
Client Result
28
Healthcare entities transitioned
Free Download
The 47-Point Tax Planning Checklist
The exact framework our partners use before every Q4 close. Covers federal, state, and entity-level exposures most firms miss.
The methodology
behind the certainty.
Four proprietary frameworks developed over 15 years of complex engagements. Each one a lever. Each one documented.
Nexus Diagnostic Protocol
A state-by-state exposure audit that maps every sales, payroll, and property factor before a single return is filed.
100%
Exposure visibility before filing
Revenue Recognition Engine
Proprietary ASC 606 / IFRS 15 workflow that transforms contract data into compliant recognition schedules without manual rework.
0
Restatements post-implementation
Estate Consolidation Matrix
Unifies trusts, operating entities, and personal holdings into a single reconciled view — audit-ready at any moment.
14→1
Average entity-to-report consolidation
Audit Defense Architecture
Pre-builds every workpaper, memo, and support package before auditors arrive — transforming audit season from fire drill to formality.
6 days
Average audit fieldwork (industry: 3 weeks)
Vertical depth,
not generalist breadth.
Private Equity & Venture
Fund structuring, waterfall modeling, and portfolio company tax optimization across the full lifecycle.
140+
Funds served
$3.2M
Avg. carry optimization
Mid-Market Manufacturing
Multi-state nexus, cost segregation, and R&D credit capture for manufacturers with $10M–$250M in revenue.
50
States covered
$1.8M
Avg. credit capture
Family Office & Estates
Trust administration, generation-skipping transfer planning, and unified reporting across all entity types.
400+
Entities managed
$45M
Avg. estate size
SaaS & Technology
ASC 606 implementation, stock-based compensation, and international expansion tax from Series A to IPO.
34
Pre-IPO clients
100%
Clean restatements
Real Estate & REITs
1031 exchanges, opportunity zone investments, and REIT qualification across residential and commercial portfolios.
$1.2B
1031 chains closed
28
OZ investments
Healthcare & Life Sciences
Physician practice management, cost report preparation, and M&A structuring for health systems and groups.
85+
Practices served
22
M&A deals
Ready to reconcile?
Schedule a Diagnostic Call
45 minutes. No pitch deck. We review your current structure, identify the three highest-leverage interventions, and tell you exactly what it would cost.