Tax & Advisory for High-Income Individuals and Growing Businesses
Specialized experience in complex partnership structures, private equity, hedge funds, and real estate structures
Who We Work With
We work with clients whose tax situations go beyond basic compliance
High-income professionals and families
Small business owners and entrepreneurs
Real estate investors and partnerships
Private equity and hedge fund professionals
Founded by a former Big 4 tax professional with deep experience in private equity, hedge funds, and complex partnership structures.
Specialized tax planning for:
info@sltaxadvisory.com
(215) 500-7078
Our Services
Tax
Individual & business tax preparation
Partnership, S-Corporation, and multi-state returns
Private equity, hedge fund, and real estate partnership reporting
Complex K-1 analysis
Ongoing tax planning
Bookkeeping
Monthly bookkeeping review
Cleanup and catch-up work
Coordination with tax strategy
Payroll
Payroll setup and oversight
S-Corp reasonable compensation planning
Coordination with payroll providers
About the Firm
SL Tax & Advisory is a boutique CPA firm focused on complex tax matters for individuals, investors, and closely held businesses. We work with a limited number of clients each year to ensure depth, responsiveness, and quality. Examples of clients we work with include physicians with side practices and real estate holdings, fund professionals receiving multiple K-1s, and closely held businesses operating across multiple states.
Ready to Get Started?
If you’re looking for a long-term tax advisor — not just a tax preparer — we invite you to schedule a consultation.