Tax advisory and accounting for families, founders & business owners
Your tax strategy should work as hard as you do.
Forward-thinking planning & effective tax filings.
Past $200,000 in income, filing your taxes reactively can cost you five or six figures annually. Proactive planning is how that problem is solved.
Who we work with
- Executives & high‑earners $200k+ earners seeking proactive planning while building long-term wealth.
- Founders & entrepreneurs Business owners scaling companies, managing liquidity, or preparing for a transition.
- Families & multi‑generational wealth Coordinated tax planning across trusts, estates, investments, and business interests, up to $50M net worth.
- Professional partners Attorneys and wealth advisors collaborating on behalf of sophisticated clients.
One advisor, five areas of focus. Select one to see what's included.
- Individual income tax planning & preparationYear-round planning plus accurate, on-time filing for your personal return.
- Trust & estate tax complianceFiduciary returns and coordination across trusts and estates you administer.
- Multi-generational wealth transfer planningStructuring gifts, trusts, and transfers to move wealth efficiently across generations.
- Charitable giving strategyTiming and structuring gifts, including DAFs, private foundations, and appreciated assets, for maximum benefit.
- Investment tax coordinationAligning taxable, tax-deferred, and brokerage activity with your broader tax picture.
- Business tax planning & preparationProactive strategy paired with accurate entity-level return preparation.
- Entity structure & optimizationChoosing and adjusting entity type, including multi-entity structuring, to fit how the business actually operates.
- Multi-state tax complianceManaging nexus, apportionment, and filings across every state you operate in.
- Owner & operator tax strategyCompensation, distributions, and benefits structured for owners' personal tax position.
- Succession & exit planningPreparing the tax side of a transition well before a sale, to maximize after-tax proceeds.
- Equity & stock compensation planningTiming exercises, vesting, and sales to manage the tax hit on equity comp.
- Qualified small business stock planning (§1202)Evaluating, documenting, and executing your Section 1202 capital gain exclusion to realize a 0% effective tax rate.
- Liquidity event preparationModeling tax impact and strategically allocating proceeds to minimize your tax consequences.
- Executive compensation tax planningCoordinating deferred comp, bonuses, and equity awards with personal tax strategy.
- International tax consulting & complianceUS taxation, reporting, and planning for foreign income, foreign entities, and foreign assets, including expats and inpats.
- M&A and buy/sell side tax planningStructuring deals and diligence to manage tax exposure on either side.
- Real estate tax planning & cost segregationDepreciation strategy and cost segregation studies to accelerate deductions.
- Section 1045 QSBS rollover planningRolling QSBS gains into new qualifying stock to defer or exclude tax.
- Investment partnership & fund tax servicesK-1 reporting, allocations, and compliance for funds and their investors.
- Monthly bookkeeping & financial statementsClean, current books and statements you can actually make decisions from.
- Cash flow forecasting & KPI reportingForward-looking cash visibility and the metrics that matter to your business.
- Accounts payable & receivable managementKeeping what you owe and what you're owed current and under control.
- Payroll coordinationCoordinating payroll runs, filings, and compliance so nothing slips.
- Fractional CFO & advisory oversightOngoing financial guidance without the cost of a full-time hire.
- Bookkeeping clean-up projectsUntangling backlogged, miscategorized, or out-of-balance books to get current.
Hear from clients
“Chris is very knowledgeable about tax law and thorough in getting all the information, not only from me but for me, so I understand why I'm paying what I owe. The returns he prepares are comprehensive and I trust them completely.”
“I don't leave reviews often, but Chris deserves every bit of this rating. His depth of knowledge is incredible, and working with him has been one of the best investments I've ever made.”
“I've been through several accountants and Chris is miles beyond everyone else — always prompt, thorough, and professional. I've referred him to over 20 colleagues.”
“Chris has completed returns for a number of my firm's clients and we've been thrilled with his attentiveness to detail, speed, and communication throughout. Highly recommend.”
Never leave money on the table.
Tax season isn't when real planning happens. It happens the other eleven months. We work with families, founders, and business owners year-round, so decisions get made before deadlines force them.
Meet Chris Lee
MS Accounting/Tax, CPA
With an MS in Accounting/Tax and experience advising private equity funds, portfolio companies, and high-growth businesses scaling from start-up to $1B+, Chris built a reputation for navigating complex transactions with precision. After honing his skills at a Big Four firm, he now serves individuals, families, business owners, and collaborative professionals building tax-efficient wealth through thoughtful stewardship.
Chris also serves as Senior Director, Tax & Advisory Content, at Surgent CPE, a UWorld company, developing continuing education content for CPAs and tax professionals nationwide.