Industries Served

A breadth built
over decades.

From family offices and real estate holdings to startups that scaled to nine figures, Alan's client list reads like a cross-section of the American economy. Four decades of varied engagements sharpened the judgment clients pay for.

10+
Industries Served
40+
Years Experience
50
States of Filing
$100M+
Saved for Clients
01
Real Estate & Property
Multi-state filing, HARPTA exemptions, 1031 exchanges, cost segregation, and entity structuring for investors and property managers nationwide.
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02
Professional Services
High-income optimization for attorneys, physicians, consultants, and other professionals. S-Corp structuring, quarterly planning, and practice entity advisory.
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03
Small Business
Entity structuring, quarterly planning, strategic tax optimization, and year-round advisory for growth-minded owners across all industries.
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04
Construction & Trades
Job costing, equipment depreciation, contractor-specific deductions, and W-2 vs. 1099 classification guidance for construction firms and tradespeople.
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05
Startups & Entrepreneurs
Entity formation, investor reporting, growth-stage tax planning, and first-year setup from a CPA who advised companies through nine-figure exits.
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06
Trusts & Family Offices
Discreet, long-term tax advisory for high-net-worth families. Estate and trust tax planning, fiduciary returns, and wealth preservation strategies.
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07
Non-Profit Organizations
IRS Form 990 preparation, state tax-exempt filings, public charity classification, and records retention consulting for organizations nationwide.
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08
Retail & E-Commerce
Sales tax compliance, inventory accounting, platform integration, and multi-state filing for retail operators and online sellers across all states.
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09
Sports Collectibles & Media
Specialized advisory for infomercial distribution, media production, and high-end collectibles — including capital gains strategy and inventory valuation.
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10
Oil & Energy Brokerage
Entity structuring, depletion deductions, and state-specific energy tax filings for brokerage firms and energy service providers.
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Don't see your industry?
Ask anyway.

Alan has served clients across dozens of sectors over four decades. If your situation is unique, that's exactly where his experience delivers the most value.

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