We don’t necessarily have an “ideal” client but tend to work with people operating in non-traditional spaces...

 

...and want a tax advisor who understands and respects that.

 

 

We commonly support and are especially experienced with:

Creatives - Artists, musicians, actors, influencers, designers, writers, photographers, etc.

 

Multiple income streams. Inconsistent cash flow. Expenses that make sense to you and no one else. We help creatives get organized, understand their deductions, and plan ahead for big income swings.

Freelancers - Filmmakers, consultants, software developers, brand strategists, etc.

 

Project-based work can feel unpredictable. We help you make sense of estimates and build flexible systems that grow and adapt as your projects evolve.

Nomads - Healthcare contractors, travel based professionals, remote workers, etc.

 

Multiple states, stipends, per diems, and constantly changing assignmentswe can help you navigate state and local taxes, properly handle reimbursements, stay compliant and tax efficient, and plan ahead so April doesn’t hurt.

Serial Entrepreneurs - If you've started more than one business and are planning the next one... I'm looking at you.

 

You’re building from scratch, taking risks, making bold moves, and creating work that didn’t exist before. It means fast-changing income, layered decisions with tax consequences, multiple ideas in motion at once, and big moves that require real-time advice, not hindsight.

Real Estate Professionals - Realtors, investors, B&B operators, landlords, brokers, etc.

 

Real estate moves fast, and strategies change. From R&D tax credits to cost segregation studies and like kind exchanges, we know what works, what doesn’t, and how to tailor advice so you’re not learning lessons the hard way.

Think of us as your left-brained tax friends who help make sense of the numbers while you focus on doing cool s#%t.

We aren't one to brag... but our clients have said really nice things about us:

Ready to take the next step?