Who We Serve
Webster Groves & More
High-Income Professionals
We work with high-income professionals to manage their tax liability through ongoing tax projections and planning. We add the most value in situations involving equity-based compensation, equity ownership and multi-state filings.
We can assist with planning for charitable giving, company benefit selection, tax efficient investing and other situations faced by high income professionals.
Self-Employed / Business Owners
We work with service-based entrepreneurs and small business owners to ensure they have the most tax-efficient structure in place to minimize their corporate and personal tax liability over the long term.
We are able to add the most value in situations involving pass-through entities (partnerships and S-Corporations), qualified business income deductions, real estate ownership and multi-state filings. We can advise on retirement plan strategy, tax efficient exit-planning and related areas.
High-Net-Worth Investors
We work with high-net-worth individuals and families to plan for and manage their tax liabilities and related cash flows.
We ensure that privately held investments, foreign activity, trust activity, gifting and charitable giving are properly reported. We work closely with our client’s other advisors to collaborate on tax and estate planning, tax projections and forecasting cash needs.
DIY Investors
As a DIY investor, you may wonder whether your portfolio and related investing strategies are tax-efficient. We work with DIY investors to provide tax guidance and ensure tax reporting is properly handled.
We can advise on tax-efficient withdrawal strategies for retirement, Roth IRA conversions and other strategies that can help DIY investors and retirees minimize taxes.