Your CFO drives informed decisions. Legal minimization. CPA and accounting partner coordination.
Optimization across your entire financial life.
Timing. Conversion. Bracket management.
Gains. Losses. QSBS. Opportunity zones.
Entity. Compensation. Retirement. Pass-through.
Options. RSUs. ESPP. 83(b). Minimized.
Gifts. GST. Charitable. Estate freeze.
Roth. RMDs. NUA. Efficient withdrawals.
Year-round tax planning services integrated with your overall financial strategy.
Strategies we frequently implement for clients with complex financial situations.
Convert in low-income years. Lock in low rates.
Harvest losses. Offset gains.
DAFs. Appreciated stock. QCDs.
Time exercises. Minimize AMT.
Your CFO works alongside your CPA and partners like Focused Energy. Not competing.
Year-round. Not just December.
Investment. Estate. Business. Coordinated.
Multi-year optimization. Not just this return.
We don't prepare tax returns—that's your CPA's job. What we do is work alongside your CPA throughout the year to identify opportunities, model scenarios, and make proactive decisions that minimize your tax burden. We speak CPA fluently and ensure nothing falls through the cracks.