Manage your tax liability across the year — not at the end of it.
High income doesn't stop at retirement, and neither does complexity. When you're running multiple LLCs, holding real estate, and drawing $200K+ across entities — possibly from abroad — the return is the last step, not the work. The work is the structure behind it: which entity holds what, which elections you've made, how income and gains are timed, how it all coordinates. I handle that, then prepare the returns to match.
Complexity that's earned, not accidental.
- Multi-entity owners
- Several LLCs, S-corps, holding structures. Entity choice, reasonable comp, intercompany flow, and the elections that decide your rate.
- Real estate investors
- Depreciation, cost segregation, 1031 exchanges, passive-activity and REP status, the QBI interplay most preparers miss.
- High-income retirees
- Roth conversion timing, capital-gain harvesting, RMD and IRMAA coordination, charitable structuring. Retirement changes the levers; it doesn't remove them.
- Expats & dual-country filers
- FEIE, foreign tax credits, FBAR/FATCA, and treaty positions layered on top of everything above. Expat tax →
One person who sees the whole picture.
You give me the full picture — entities, holdings, accounts — through my own secure document system, and I keep it organized year-round rather than reconstructing it every April. I find the moves while there's still time to make them, coordinate the entities so nothing works against itself, and prepare every return myself before it's filed through Toomey & Toomey, PLLC.
Engagements are quoted up front after a consult — no hourly meter, no surprise invoice.