Tax strategies are only as strong as how well they integrate with your investments, entities, and financing decisions. We provide advanced tax planning and preparation for individuals, families, business owners, and fiduciaries who need everything working in sync.
Born from Hohimer's 35+ year legacy in wealth management, our tax practice sits at the center of your financial life—coordinating seamlessly with investment advisory and lending solutions to help you keep more of what you earn and grow.
Born from Hohimer's 35+ year legacy in wealth management, we provide proactive, year-round strategies designed to optimize after-tax outcomes for high-income earners, business owners, executives, and multi-entity families. As an affiliate of a Registered Investment Adviser, we embrace a fiduciary duty to put your interests first.
Your tax strategy should not be an afterthought. We coordinate directly with Hohimer Wealth Management and Lendinco to ensure everything works in sync.
Advanced tax planning and preparation for individuals, families, business owners, and fiduciaries. Strategic, not just transactional.
35+ years of fiduciary wealth and investment advisory. Portfolio management, estate planning, and coordinated financial strategies.
Visit Site →30+ years of lending expertise across residential, commercial, and private credit solutions.
Visit Site →How We're Different: Most tax firms work in isolation from your investment advisor and lenders. We are built differently. One integrated team. Fiduciary standard. Strategic, not just transactional. You get one cohesive plan, one coordinated team, and advice designed to support your full balance sheet—not just your latest return.
Our approach is designed for clients whose tax lives intersect with significant assets and complex decisions.
Multi-entity coordination, pass-through structures, K-1s, and tax strategies that align with business growth and exit planning.
RSUs, stock options, ESPP planning, and coordination with investment advisory to optimize after-tax outcomes.
Trust tax returns, estate planning coordination, multi-generational wealth transfer, and fiduciary tax compliance.
Depreciation strategies, 1031 exchanges, multi-state property taxation, and coordination with lending decisions.
Thoughtful structuring for clients with multiple homes, moves between states, or income sourced across jurisdictions.
If you're ready for tax planning that is integrated with your wealth and lending decisions, we'd welcome a conversation. We'll review your current structure, identify key opportunities, and outline how our coordinated approach can support your long-term goals.
