Alan has advised clients across six core sectors — from family offices and real estate holdings to startups that scaled to nine figures. Each engagement sharpened the judgment clients pay for.
Strategic tax planning, entity structuring, and year-round advisory for S-Corps, LLCs, sole proprietors, and partnerships. Reduce your tax burden through quarterly planning and proactive guidance — not just April filing.
Multi-state filing, HARPTA exemptions, 1031 exchanges, cost segregation, and entity structuring for investors and property managers nationwide. Navigate the tax codes of all 50 states with one CPA who understands the framework.
High-income optimization for physicians, attorneys, consultants, and specialists. S-Corp structuring, quarterly planning, and practice entity advisory for professionals who want to keep more of what they earn.
Job costing, equipment depreciation, contractor-specific deductions, and W-2 vs. 1099 classification guidance. Industry-specialized support from a CPA who understands the way contractors actually work.
Entity formation, investor reporting, growth-stage planning, and first-year setup from a CPA who advised companies through IPOs and nine-figure exits. Alan is the CPA founders call before their first cap table.
IRS Form 990 preparation, state tax-exempt filings, public charity classification, and records retention consulting. Two decades serving as the financial controller for a $12M national non-profit, integrated directly in.
Because Alan's Fairfield clients relocated across the country over three decades, he learned to navigate the tax codes of every state. He understands the framework — the advantages, the pitfalls, the filing requirements — and gets up to speed quickly on state-specific issues. One CPA, nationwide capability.
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.
Request ConsultationI review every inquiry personally and respond directly, usually within twenty-four hours. Approved consultations receive a calendar link.
Nationwide Services — Tax filing capability across all 50 States