If you see yourself here, we should talk.

The Real Estate Sponsor

You own a growing portfolio of multifamily, commercial, or land, through partnerships you manage. Your CPA files the returns. Nobody plans the deals.

What keeps you up at night

• Paying more tax than you should on income your properties could shelter
• Not knowing how cost segregation studies will affect you or your investors
• Partnership agreements whose tax consequences no one has explained
• An exchange, merger, or partner buy-out you're not sure how to structure

The Real Estate Developer

You develop raw land, re-zone land, buy with intent to sell or redevelop existing properties.

What keeps you up at night

• Not knowing whether you should pay ordinary or capital gains rates
• Paying high self-employment taxes
• Wondering if opportunity zone funds could help you
• No one has told you what type of entity you should use

The Real Estate Investor

You're an experienced real estate investor with a mostly buy-and-hold strategy. You're focused on cashflow, leverage and wealth creation.

What keeps you up at night

• Wondering if real estate professional status applies to you
• No one has informed you how a refinance can affect your taxes
• You've thought about or have done a 1031 exchange
• Need to know what selling a property will cost you

The Cross-Border Business Owner

You operate a company abroad (Mexico, Latin America, Europe) with US operations or a US holding entity. You have accountants in each country. Nobody is coordinating across borders.

What keeps you up at night

• Every international question gets "I'll have to check on that"
• Conflicting advice from advisors who've never spoken to each other
• Paying tax twice on the same income because nobody structured it
• Transfer pricing and entity questions nobody owns

The High Net Worth Individual or Family

You're a US person with foreign financial accounts, real estate, trusts, or business interests, perhaps from an inheritance, a business sale, or a life built in two countries.

What keeps you up at night

• Not knowing what you don't know, including a compliance failure already in progress
• FBAR, FATCA, GILTI, NCTI, FIRPTA, PFIC, and foreign trust rules nobody explained
• Children in two countries inheriting a tax nightmare instead of a legacy
• Being treated as mass-market when your situation demands bespoke service

The Foreign Investor in US Real Estate

You live outside the US, often in Mexico or Latin America, and own (or want to own) US property. The rules that apply to you are not the rules your US realtor or lender knows.

What keeps you up at night

• FIRPTA withholding on a future sale you haven't planned for
• US estate tax exposure your heirs don't know exists
• Rental income taxed in two countries
• Choosing an ownership structure without anyone modeling both sides

The Globally Mobile Executive

You move between countries for work or lifestyle, with compensation that crosses borders (foreign income, RSUs, deferred comp) and an HR team that only handles the domestic side.

What keeps you up at night

• Residency rules you're triggering without knowing it
• Equity compensation taxed in two countries at once
• Foreign pension and retirement accounts your US return ignores
• A relocation offer you can't evaluate tax-wise

The US Business or Family

No foreign accounts, no cross-border anything. You just want excellent tax and accounting work from people who answer the phone and think ahead.

What you're tired of

• A busy-season-only relationship with your current CPA
• Books that are always behind and statements no one explains
• Reactive filing instead of proactive planning
• A situation too complex for a generalist, without the attention it deserves from a large firm