Concierge Tax Advisory
For Business Owners, Investors & Families
Our boutique practice is based in Tampa Bay and provides partner-level, year-round tax advisory to clients throughout Florida. We take a comprehensive view of your tax life, coordinating your business entities, real estate holdings, investments, and individual tax matters as one relationship.
Our clients include owners of established businesses and healthcare practices, real estate investors and operators, tech founders and executives, and families with complex tax needs.
By Choice, A Boutique Practice
We work with a focused group of clients so we can know them well and stay closely involved in their tax lives throughout the year.
Our practice grows thoughtfully, primarily through introductions from existing clients and trusted professionals. Whether you were introduced to us or discovered our firm on your own, we welcome the opportunity to learn more about you and what brings you to our firm.
Core Advisory
Corporate & S-Corp Strategy
Entity structuring, reasonable compensation, and distribution planning aligned with your tax and business objectives.
Partnership & Multi-Member LLC Advisory
Partnership strategy, capital account tracking, and profit allocation planning for multi-member entities and complex ownership structures.
Real Estate Tax Advisory & Portfolio Strategy
1031 exchange sequencing, cost segregation, passive loss planning, and entity structuring for real estate investors, operators, and private lenders.
Individual & Family Tax Advisory
Coordinated tax planning and compliance across business interests, investments, real estate holdings, and individual and family tax matters.
Medical, Dental & Veterinary Practice Advisory
Entity-level tax planning, compensation strategy, and coordinated individual tax planning for practice owners.
Tech Founders & Executive Advisory
Equity compensation, Qualified Small Business Stock (QSBS) planning, and multi-state tax strategy for founders and senior executives.
A Modern, Secure Practice
Secure Client Portal
We use a secure client portal for tax documents, electronic signatures, and other sensitive information.
Paperless by Design
Our practice is fully digital and paperless, making it easy to work with us securely from wherever you are.
By Appointment
Meetings are scheduled by appointment, allowing us to give each conversation the time and preparation it deserves.
Tax LifeGuard™
Our Year-Round Advisory Relationship
Tax decisions happen throughout the year. Tax LifeGuard™ is our ongoing advisory relationship, keeping us actively involved in your tax life with planning, regular review, and ongoing access when tax questions and decisions arise.
We coordinate your business and individual tax matters throughout the year, helping you plan ahead as your business, investments, family, and priorities evolve.
“In business, legacy, and wealth preservation—what you achieve is shaped by what you intentionally plan for and manage.”
Financial security is rarely accidental. It is built through thoughtful planning, informed decisions, and consistent attention over time.
Tax LifeGuard™ gives us the continuity to understand what is changing in your tax life, anticipate what may be ahead, and help you make important decisions with greater clarity and confidence.
We warmly invite you to start a conversation.
Start a ConversationOngoing Tax Planning
Planning conversations throughout the year, with a cadence shaped by your needs and changing circumstances.
Business & Individual Coordination
Your entities and individual tax matters are considered together as part of one tax relationship.
Advisory Access
Ongoing access to us when tax questions, transactions, and decisions arise, with routine calls and emails included in your advisory relationship.
Start a Conversation
We would be pleased to learn more about you and how we may be able to help.
Please share a little about yourself and what brings you to The Tampa Bay Tax Group. We’ll personally review your inquiry and reach out to arrange a convenient time to talk.