About SL Tax & Advisory

SL Tax & Advisory was built for clients whose tax situations have outgrown basic compliance.

Our clients typically deal with multiple entities, partnership allocations, investor reporting, and multi-state exposure — often across complex ownership structures.

The firm was founded by a CPA with Big 4 and mid-size public accounting experience supporting complex partnership and investment structures, including large-scale K-1 reporting and multi-state compliance.

What Makes Us Different

• Deep partnership tax expertise
  Experience supporting private equity, hedge funds, and real estate partnerships with hundreds of partners and complex multi-state filings — not small K-1 add-ons.

• Proactive tax planning
  We focus on elections, timing, and structure decisions that materially affect cash flow and audit risk — not just filing returns after the fact

• Personal, direct access
  Clients work directly with a CPA who have handled institutional-level complexity, not delegated to junior or offshore teams.

• Built for growth
  We support clients from early-stage businesses to mature operations, including S-Corp planning, bookkeeping coordination, and payroll oversight.

Who We Work With

• Physicians and medical professionals with high W-2 income, side practices, or real estate, or complex multi-state exposure

• Real estate investors operating through partnerships or S-corps

• Fund professionals and investors receiving complex K-1s

• Business owners who want ongoing tax planning — not just filing

Our Philosophy

Good tax planning is not about aggressive positions.
It’s about clear structure, informed decisions, and long-term efficiency.

Ready to Talk

No tax advice or analysis is provided during the intro call.