You have a filer.
You need a strategist.

Often the first person you’ll speak with. Michael listens to your situation, explains how a Tax Diagnostic works, and helps you decide whether it’s even worth your time — no pressure, no jargon.

Jeremy is your first point of contact for a new engagement — he schedules your initial consultation and coordinates the kickoff with the advisory team, so your first experience with the firm is smooth and well-prepared.

The firm’s senior strategy lead — she carries a plan from first assessment through implementation and ongoing review, modeling each strategy to your own numbers. Specialist in U.S.–India dual-status taxation and in defined-benefit and cash-balance retirement-plan design.

Leads the firm’s work with business owners whose tax picture spans multiple entities and income streams. He runs the quality review on every plan before it reaches clients, and works directly with high-net-worth clients on entity structuring.

Owns the firm’s multi-state diagnostic engine — the review pass that keeps returns accurate across every state our clients live, work, and own property in. The meticulous quality layer between preparation and final CPA sign-off.

Anchors the firm’s business-entity practice — preparing and coordinating partnership and corporate returns alongside payroll-tax compliance, and representing the firm at physician-community events such as the AAPI convention.

Prepares individual and business returns and handles new-entity formation — getting S-corps, partnerships, and LLCs registered correctly from day one so the structure behind a strategy actually holds up.

Prepares high-income individual returns and the trust and estate filings that sit alongside them — the detailed work of turning a year of physician income into a return that reflects the plan.

Tracks entity compliance and state filing obligations year-round — annual reports, registrations, and the recurring deadlines that quietly create penalties when nobody is watching them.

Leads assurance and financial-statement work for practices and closely held businesses — the reviewed numbers lenders, partners, and buyers rely on, prepared to hold up under outside scrutiny.

Keeps practice books clean and current month to month — reconciliations, categorization, and payroll records — so every strategy is modeled on real numbers instead of a year-end scramble.

Keeps the client experience running smoothly — scheduling, engagement paperwork, secure document handling, and time-sensitive IRS correspondence and POA processing, routinely turned around the same day.

The steady line of contact between meetings — routing incoming mail the same day, chasing the one missing document that would stall a return, and handling state registrations and entity filings across multiple states.

Guides new clients through onboarding and supports the planning team — gathering prior returns and documents, and making sure nothing is missing before your first strategy session begins.

Runs the firm’s e-file and filing operations — the final, critical step of every engagement — making sure completed returns are transmitted accurately and on schedule, and every acknowledgment comes back clean.

40+ years turning the tax code into real dollars. He runs strategy sessions himself and personally signs off on every complex plan.