★★★★★
"I've worked with several accountants over the years, but none come close to this level of excellence."
Capital Markets · Enrolled Agents · CPA · Attorney
Tax strategy for capital markets — and everything else on your return.
Stocks, options, equity comp, and digital assets. Every capital gain on one return, from one credentialed team.
What we're known for
Capital markets, on one return.
A gain is a gain. Brokerage, option exercise, or wallet — it lands on the same Schedule D.
Stocks, options & equity comp
Basis and lot selection decided before you sell — not in April.
Equity & investment detailBitcoin, crypto & digital assets
Reconciled on-chain and per wallet, with basis that holds up.
Digital-asset detailGains in more than one asset class? Cross-asset coordination →
Five tracks · one team
Find the track that fits how you earn.
We focus where a specialist pays for themselves.
Stock & Equity Investors
Brokerage, K-1s, options, and equity comp. Planning before you click sell.
See detailCrypto & Digital Assets
Bitcoin to DeFi. Reconciliation, 1099-DA, and multi-year cleanup.
See detailFounders & AI Solopreneurs
Entity, retirement stack, §199A, and multi-state nexus.
See detailHigh-Net-Worth Households
Multi-entity coordination, trusts, residency, charitable vehicles.
See detailGlobal Professionals & Expats
FEIE, FTC, treaty positions, FBAR, FATCA, and PFIC.
See detailIRS Representation
Audits, CP2000, offers in compromise, appeals.
See detail
Services
Fifteen scoped practice areas.
Each one a fixed-fee engagement with clear deliverables.
Equities & Options
Households & Wealth
Cross-Border & IRS
Who you're working with
A credentialed team, not a tax factory.
Every engagement is led by a named advisor. No offshore intake, no junior passing your return up a chain. Second-partner reviewed before filing.
Enrolled Agents
Federally licensed before the IRS in all 50 states, under Circular 230.
CPA
On staff for audit-adjacent work and state-licensure-sensitive engagements.
Attorney
Leads IRS representation, §7216 compliance, and entity structuring.
Big Four background at Ernst & Young and PwC, plus single-family-office experience. Verifiable on the IRS Enrolled Agent registry.
What clients say
5.0 across every review.
Verified Google reviews. Read them all on our Google Business Profile.
★★★★★
"His reliability, attention to detail, and approachable nature really stand out."
★★★★★
"Very professional, reliable, and really take the time to explain everything clearly."
How we work
Five steps to a filed return.
Predictable timing, scope, and price.
Discovery call
Fifteen minutes. We map the situation and confirm fit.
Engagement
Signed letter, §7216 consent, encrypted portal.
Preparation
Drafted by your advisor, second-partner reviewed.
Review call
Every line that matters, plus notes for next year.
Sign & file
E-signature, direct e-filing, copy kept in your portal.
Outcomes
Real client work, anonymized.
Names changed. Facts preserved.
Restructured a planned investment to avoid punitive PFIC taxation.
Modelled QEF and mark-to-market alternatives against the §1291 default, then recommended a different vehicle entirely — preserving long-term capital-gain treatment.
Cross-border investor · pre-investment planning
U.S. citizen abroad: over $100,000 in tax, interest, and penalties avoided.
Three unfiled years and undisclosed foreign accounts, brought current under Streamlined Filing with non-willful certification.
Streamlined cleanup · FBAR & PFIC
Outcomes describe individual engagements and are not guarantees of future results.
Questions
The five we hear on every first call.
Do you handle brokerage accounts, options, and equity comp?
Yes — it's the centre of the practice. Basis correction, specific identification, wash sales across accounts, §1256, RSUs, ISOs and AMT, ESPP, and QSBS. See detail →
Can you handle stocks and crypto on the same return?
That's the point. One team reconciles equities, options, and digital assets onto one Schedule D. See cross-asset coordination →
Are you licensed to work in my state?
Yes. Enrolled Agents hold unlimited federal representation rights in all 50 states, D.C., and U.S. territories. State returns are prepared under the same engagement.
How are engagements scoped and quoted?
A free 15-minute call, then a written proposal with a fixed fee. No hourly billing, no surprises. See how we work →
How fast can my return be filed?
Most within 10 business days of complete documents. Cross-border and multi-entity returns take longer, and timelines are set at engagement.
The next deadline is already on the calendar.
Book fifteen minutes. Leave with a plan and a fixed fee. Or call (646) 633-5059.