Divisions
Dedicated expertise matrix engineered for Businesses, High Net Worth Individuals, Family Offices, and Hedge Funds.
Complex tax.
Clear solutions.
Some firms dodge the details. Others drown in them. We translate them. We read the footnotes, parse the exceptions, and make the rules work for you. It's how we turn complexity into confidence—and why our clients trust us with their biggest decisions.
Businesses
Corporate tax planning and entity structuring for optimal liability protection
Multi-state nexus analysis and sales tax compliance strategies
Business tax return preparation (1120, 1120S, 1065) with audit-ready documentation
Payroll tax setup, quarterly filings, and year-end reconciliation
CFO advisory and fractional finance function outsourcing
High Net Worth Individuals
Comprehensive individual tax planning and 1040 preparation
Investment income optimization and capital gains harvesting strategies
Foreign income reporting, FBAR, and FATCA compliance
Alternative minimum tax (AMT) planning and mitigation
Charitable giving strategies and donor-advised fund structuring
Family Offices
Multi-generational wealth transfer and estate planning coordination
Trust administration tax compliance (Form 1041) and distributions
Private foundation setup and ongoing compliance (990-PF)
Family limited partnership and holding company structuring
Consolidated family reporting and wealth dashboard services
Hedge Funds & Asset Management
Fund structuring for tax efficiency (onshore/offshore considerations)
Carried interest and performance allocation optimization
Partnership tax compliance and K-1 preparation
Investor tax reporting and PFIC/QEF elections
QSBS qualification analysis and Section 1202 exclusion planning
Other firms skim. We dig. We take the hard stuff—the dense, jargon-filled rules—and translate it into answers that actually make sense.
Our approach is simple:
Integrated, not siloed.
Tax and law in one conversation, every time.
Agile, not bloated.
Big-firm solutions, small-firm speed.
Obsessive, not careless.
We nerd out on the code so your strategy is airtight.
Matt
Expat Entrepreneur
Aran has been instrumental in providing the best tax solution for me and my family. If you think Aran is expensive, try not hiring him.
Matt
Expat Entrepreneur
Common Questions
Everything you need to know about working with our specialized divisions.
Our team conducts an initial consultation to understand your financial situation, goals, and complexity level. Based on this assessment, we'll recommend the most suitable division—whether you're a growing business, high net worth individual, family office, or hedge fund manager.