Premium Tax Strategy, Engineered for High Earners. White Glove Service.

Tailored tax planning and compliance for business owners and real estate investors making $250K+

We’re a boutique tax advisory firm, intentionally limited to a select group of clients so that we can deliver high-impact strategy, not surface-level service.

Our Services

  • Tax Planning & Compliance

    For high earners, taxes aren’t just a line item — they’re your biggest expense. And without a proactive strategy, you’re likely overpaying year after year.

    Tax law is complex, ever-changing, and unforgiving, especially at your income level. That’s why our approach goes beyond compliance. We analyze, structure, and plan your taxes like a portfolio with the goal of reducing liability, minimizing audit risk, and keeping more of your income where it belongs: working for you.

  • Bookkeeping

    Your numbers should tell a clear story, not create confusion. Accurate, real-time bookkeeping isn’t just a box to check for tax season. It’s the foundation of every smart, strategic decision you make as a high-performing business owner or investor.

    We keep your books razor-sharp, reconciled, and investor-ready — so you can confidently monitor cash flow, spot opportunities, and scale with intention.

  • Business Consulting

    As a high-performing business owner, every major decision carries weight. From scaling operations to restructuring entities, the moves you make today shape your profit, tax position, and long-term freedom.

    Successful business owners often consult experts when it’s time to make significant business decisions. Experienced CPA’s have exposure to many different types of businesses across many industries. This breadth of knowledge can be an invaluable resource for businesses looking to grow.


“Shawn has been an incredible asset to my business. He is knowledgeable, organized, attentive and consistently goes above & beyond. For me personally, he has assisted in restructuring my business, offered endless tax insight and most importantly saved me a ton of money. He has an answer to every question I throw at him and I look forward to working with him for years to come.

He is undeniably the man you need for your personal or business tax dealings”

– Wade B., Founder of TechDaily