Entity Structuring & Tax Planning
We design the right structure — LLC, S-Corp, partnership — and build a tax plan that grows with your business.
Learn moreInstitutional Tax Strategy
Built for Leaders.
There is no off-season in strategic tax planning. The decisions you make today define next year's bill.
Alumni ofPwCEYBDORSM· EA & PMP Certified · Serving clients nationwide
Our Services
Strategy for every stage.
We go beyond filing. Every engagement starts with your goals and ends with a plan that works year-round.
Investor & Real Estate Tax Strategy
From cost segregation to 1031 exchanges, we make every investment decision tax-efficient.
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U.S. and foreign compliance, FBAR/FATCA, and treaty planning for global professionals and investors.
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We coordinate with your estate attorney to protect your legacy and minimize exposure across generations.
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Straight talk on tax strategy.
Entity Structure
S-Corp vs. LLC: Which Structure Saves More in 2026?
Many Houston business owners default to an LLC without realizing that an S-Corp election could save them $10,000–$40,000 per year in self-employment taxes. Here is how to decide.
Updated June 20265 min read
Founders & EquityThe 83(b) Election: The 30-Day Decision Every Founder Must Get Right
The moment you sign founder stock paperwork, a 30-day clock starts. Filing — or missing — an 83(b) election can mean the difference between capital gains and ordinary income on your entire exit.
June 20266 min read
Founders & EquityRSUs, Options, and the W-2 Trap: Tax Strategy for Equity-Compensated Earners
High-income W-2 earners building wealth through equity compensation run into the same problems: under-withholding at vest, AMT surprises, and concentration risk. Here is the playbook.
June 20267 min read
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