Who We Are Not a Fit For

We believe the best client relationships start with alignment.
To respect everyone’s time, here are situations where we may not be the right firm.

We are not a fit if you are looking for:

❌ Lowest-cost or price-driven engagements

We are not a low-cost, high-volume tax shop.

❌ Complex work without appropriate professional fees

Partnerships, private equity, hedge funds, real estate structures, payroll coordination, and multi-state issues require significant expertise and time. We do not discount complex work to fit a preset budget.

❌ One-time filing with no ongoing relationship

We work best with clients who value continuity, context, and proactive guidance — not last-minute, one-off filings.

❌ DIY or partial information engagement

We rely on complete and timely information.
If documents are routinely missing, late, or inconsistent, we may not be a good match.

❌ A ‘just file it’ approach without planning or discussion

Our approach includes review, explanation, and planning.
If you prefer zero discussion or strategy, another provider may be more suitable.

❌ Clients seeking aggressive or questionable positions

We do not take positions that are not supportable under current tax law.
Compliance and audit-defensible planning are non-negotiable.

Who We Are a Good Fit For

We work best with:

• High-income individuals and families

• Small businesses and professional practices

• Real estate investors

• Partnerships, PE, hedge fund, and complex pass-through structures

• Clients who value planning, organization, and communication

Final note

If we are not the right fit, we are happy to say so early — respectfully and transparently.

The goal is the right relationship, not just any engagement.