Who we serve
We focus on owner-led businesses where the founder still runs the work, and on investors who want a real tax plan. Here's exactly who that includes.
Financial Operations
Creative & media businesses
- Creative and marketing agencies
- Production and post-production studios
- Talent and creator-led companies
- Media and entertainment brands
- Music, touring and publishing businesses
- Design, photography and architecture studios
Financial Operations
Health & wellness practices
- Medical and specialty practices
- Dental and orthodontic practices
- Therapy, counseling and mental health groups
- Chiropractic and physical therapy clinics
- Med spas and aesthetics
- Fitness, yoga, Pilates and wellness studios
Financial Operations
Professional & expert services
- Consulting and advisory firms
- Coaches, educators and course businesses
- IT, software services and tech consultancies
- Engineering and technical services firms
- Staffing and recruiting firms
- Boutique law and professional practices
Financial Operations
Construction & skilled trades
- General and specialty contractors
- Remodelers and custom builders
- HVAC, plumbing and electrical companies
- Landscaping and outdoor services
- Cleaning, restoration and property services
- Home service companies with crews and trucks
Tax Strategy
Real estate investors
- Long-term rental portfolios
- Short-term rentals (Airbnb, VRBO)
- Investors pursuing real estate professional status
- BRRRR and value-add investors
- Syndication and partnership investors
- Owners planning a sale or 1031 exchange
Tax Strategy
Tech professionals & high earners
- Engineers, product and data leaders with RSUs
- Executives and directors with options and performance shares
- Early startup employees with ISOs
- Dual-income tech households
- Founders and employees after a liquidity event
- Households near Washington's $3 million estate tax threshold
You'll get the most from us if…
- Owner-led: the founder still runs the business and often does the work
- Up to about $5M in annual revenue
- Roughly 3 to 75 people, including contractors
- Revenue from services, projects, retainers or appointments
- An owner who wants to understand the numbers behind the business
Where we'll point you elsewhere, or start smaller
- Under about $250k in revenue: a Clarity Diagnostic or tax plan usually fits better than a monthly retainer
- Inventory-heavy manufacturing and e-commerce, restaurants, venture-backed startups raising institutional rounds, and nonprofits are better served by specialists
If you don't see yourself here but want clarity on your numbers, book a call anyway. We'll tell you honestly whether we're the right fit.
Start with a free 30-minute conversation.
Tell us what your numbers are doing and what's worrying you. You'll leave knowing what to do next, whether or not we work together.
- [email protected]
- Phone
- (347) 509-4952
- First call
- Free, 30 minutes
- Clients
- Across the United States, served virtually