Every sector. Decades of counsel.

Strategic tax planning, entity structuring, and year-round advisory for S-Corps, LLCs, sole proprietors, and partnerships. Reduce your tax burden through quarterly planning and proactive guidance — not just April filing.

High-income optimization for physicians, attorneys, consultants, and specialists. S-Corp structuring, quarterly planning, and practice entity advisory for professionals who want to keep more of what they earn.

Entity formation, investor reporting, growth-stage planning, and first-year setup from a CPA who advised companies through IPOs and nine-figure exits. Alan is the CPA founders call before their first cap table.

Job costing, equipment depreciation, contractor-specific deductions, and W-2 vs. 1099 classification guidance. Industry-specialized support from a CPA who understands the way contractors actually work.

Multi-unit entity structuring, royalty and fee optimization, franchise agreement review, and growth planning for franchise operators scaling across locations.

Multi-state filing, 1031 exchanges, cost segregation, and entity structuring for investors and property managers nationwide. Navigate the tax codes of all 50 states with one CPA who understands the framework.

Specialized tax planning for energy brokers, independent operators, and commodity traders. Complex income structures require specialized counsel.

Inventory valuation, capital gains strategy, and entity structuring for dealers and collectors. Niche industry expertise built over decades of advisory.

Sales tax compliance, inventory management, multi-state filing, and entity structuring for online and brick-and-mortar retailers.

Entity structuring, multi-state compliance, and growth-stage advisory for direct-response businesses. Alan advised pioneers in this industry from its earliest days.

Practice entity advisory, physician S-Corp structuring, retirement planning, and compliance for medical professionals and group practices.

Partnership tax planning, attorney S-Corp election, retirement plan optimization, and practice succession for law firms of every size.

R&D tax credits, equity compensation planning, multi-state nexus strategy, and growth-stage advisory for tech founders and venture-backed companies.

Tip reporting, inventory management, employment tax compliance, and entity structuring for restaurants, hotels, and hospitality businesses.

Cost accounting, depreciation strategy, inventory valuation, and multi-state compliance for manufacturers and distributors.

Multi-state withholding, contract structuring, endorsement income planning, and career-transition advisory for athletes and entertainers.

Discretionary, long-term tax counsel for families managing significant assets. Trust administration, estate planning, and wealth preservation strategies built on decades of trusted relationships.

IRS Form 990 preparation, state tax-exempt filings, public charity classification, and controller-level support. Decades serving as the financial controller for a national non-profit, integrated directly into operations.