For high earners with equity comp, rental property, or side income — and the proactive planning that ties it all together.
Five areas where a proactive CPA makes the difference between a filed return and a real strategy.
Accurate, thorough federal and state returns — handled by a CPA who knows your full picture, not a seasonal preparer seeing it for the first time.
The work that actually moves your number happens before December 31. We look ahead, model the options, and decide with intention.
RSUs, ISOs, NSOs, and ESPP each carry their own traps and opportunities. We plan around vesting, exercise timing, and AMT exposure.
Real estate rewards good records and smart structure. We keep depreciation, basis, and classification working in your favor.
A 1099 or a growing side business changes your tax life. We make sure deductions, estimates, and structure are all handled right.
Every recommendation comes with plain-language reasoning — so you can make the call with confidence.
We check in before decisions, not just after the year closes. Surprises get caught early.
You work directly with Brian. No hand-offs, no rotating preparers, no call center.
Start the conversation
Tell me a little about your situation and I'll personally follow up.