Professional Advisory
Accounting & Tax
Compliance, planning, and strategy for families and businesses
Proudly Serving Darien, Rowayton & New Canaan
Expert Access
Practical clarity for filings and forward planning—individual, trust, and closely held business considerations coordinated end-to-end.
Vetted CPAs • Planning rhythm • One monthly statement
Services
What We Cover
Compliance
Annual filings, estimates cadence, multi-state and residency questions.
- Federal & state return preparation
- Quarterly estimate scheduling
- Multi-state filing coordination
Tax Planning
Entity choice, elections, timing, and income/expense alignment.
- Entity selection & restructuring
- Income timing strategies
- Deduction optimization
Family & Trusts
Gifts, trusts, 529/education, and charitable strategies.
- Gift tax planning & reporting
- Trust income tax returns
- 529 & education funding
Equity & Transactions
ISOs/NSOs/RSUs, liquidity events, basis tracking.
- Stock option exercise planning
- RSU tax withholding strategy
- Cost basis tracking & reporting
Real Estate
Primary/rental considerations, depreciation, 1031 guidance.
- Rental income & expense tracking
- Depreciation schedules
- 1031 exchange coordination
Business Owners
S-corp/LLC strategy, payroll, and reasonable compensation.
- S-corp election analysis
- Reasonable compensation planning
- Retirement plan contributions
Use Cases
Popular Scenarios
New CT Resident
Navigate residency, domicile, and multi-state filing requirements.
- Domicile vs. residency review
- Estimated tax setup
- Filing checklist
Founder/Exec Year
Optimize equity events and maintain quarterly planning rhythm.
- Equity events planning
- Quarterly review rhythm
- Safe harbor strategy
The Process
How It Works
Snapshot
Share recent returns and objectives.
Plan
Advisor outlines options and timing windows.
Coordinate
We schedule follow-ups and keep filings on track.
Ready to optimize your tax strategy?
Use an Advisory Credit or explore membership options.
CT DCP HIC.0703031 · Insured (GL & Contractors E&O)