Industries we serve
Sector-specific fluency.
The tax code rewards specialists. We go deepest in real estate, technology, and trusts & estates — from property investors and founders to trustees and executors.
Real Estate
Depreciation, exchange, basis, and entity structuring for owners, developers, and investors.
Technology
Entity selection, equity compensation, R&D treatment, and multi-state nexus for founders.
Trusts & Estates
Fiduciary returns, trust accounting, and coordination with beneficiaries and executors.
Small Business
Bookkeeping, payroll, tax, and advisory in one coordinated relationship for owners.
High-Net-Worth Individuals
Coordinated planning for investment income, multi-state residency, trusts, and life events.
Relocation & Residency
Puerto Rico Act 60, state domicile, and the documentation that protects a move's benefit.
Depth over breadth
Every industry carries its own rules, structures, and timing.
We plan around the specifics that shape your position — the depreciation schedule on a property, the equity grant vesting at a founder's table, the distribution timing inside a trust. When a matter falls outside our depth, we say so and bring in the right specialist rather than improvise.
Begin the conversation
A foundation starts with a single conversation.
Tell us where you are and what is coming. We will tell you plainly whether we are the right firm for it.
San Diego
858-657-9000Denver
720-706-3770