What We Do
Advanced Tax Planning & Preparation
Proactive, year-round strategies designed to optimize after-tax outcomes for high-income earners, business owners, executives, and multi-entity families. Strategic, not just transactional.
How We're Different
Most tax firms work in isolation. We are built differently.
One Integrated Team
Your tax, wealth, and lending professionals work together under a unified framework, so advice is aligned and coordinated rather than pieced together. Born from Hohimer's 35+ years of portfolio management, estate planning, and investment advisory experience, plus 30+ years of lending expertise, all informing your tax strategy.
Fiduciary Standard
As an affiliate of a Registered Investment Adviser, we embrace a fiduciary duty to put your interests first, with transparent recommendations and clear explanations.
Strategic, Not Just Transactional
We emphasize planning, education, and ongoing collaboration—not just filing returns once a year.
Decades of Coordinated Experience
35+ years of portfolio management, estate planning, and investment advisory experience, plus 30+ years of lending expertise, all informing your tax strategy.
Coordination with Wealth and Lending
Direct integration with your investment and credit strategies so tax implications are considered before you act—not after. We coordinate directly with:
You get one cohesive plan, one coordinated team, and advice designed to support your full balance sheet—not just your latest return.
What We Do
Leveraging our integrated network, we provide comprehensive tax solutions—from proactive planning to high-touch preparation and entity coordination.
Advanced Tax Planning
Proactive, year-round strategies designed to optimize after-tax outcomes for high-income earners, business owners, executives, and multi-entity families.
Individual & Family Tax Preparation
High-touch preparation for complex returns, including multiple income streams, equity compensation, real estate, and pass-through interests.
Business, Trust, and Estate Returns
Coordination across entities so K-1s, trusts, estates, and operating businesses are all pulling in the same direction.
Multi-State and Mobility-Focused Planning
Thoughtful structuring for clients with multiple homes, moves between states, or income sourced across jurisdictions.
Coordination with Wealth and Lending
Direct integration with your investment and credit strategies so tax implications are considered before you act—not after.
Fiduciary Tax Services
Sophisticated planning and preparation for estates, trusts, and fiduciary returns with coordinated wealth preservation strategies.