Strategic Tax Advisory

Built for Complex Financial Lives

for Complex Wealth

Guidance That Moves

Proactive Planning. Lasting Impact.

Beyond Compliance

Advice Designed for

Partner-led. Future-focused.

Long-Term Outcomes

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We serve clients whose financial lives demand more than annual tax preparation. Through proactive tax planning and partner-led guidance, we help build long-term success.

Michael Scaffidi & Eric Brunner

Business Owners

Strategic planning for growing companies, partnerships, and closely held businesses.

Real Estate Investors

Guidance for acquisitions, ownership structures, and long-term portfolio planning.

High-Net-Worth Families

Integrated tax strategies designed to preserve wealth across generations.

Family Offices & Trusts

Coordinated advisory supporting sophisticated estate and ownership structures.

Built for Clients with Layered Financial Lives

When Your Financial Life Becomes More Complex, So Should Your Advisor.

Strategic Tax Planning

Proactive strategies designed to reduce tax exposure, preserve wealth, and support confident financial decisions before opportunities become obligations. Tax Planning

Business Advisory

Strategic guidance that helps business owners navigate growth, ownership transitions, succession planning, and long-term financial success. See how

Tax Preparation

Accurate, comprehensive tax preparation backed by year-round planning and an in-depth understanding of your financial landscape. 2026 Tax Prep

Estate & Trust Services

Coordinated tax strategies tailored to align with your unique estate plans, trusts, and legacy goals to help protect wealth across future generations. Estate Planning

Real Estate Tax Advisory

Specialized planning for investors, developers, and property owners navigating acquisitions, ownership structures or strategies, and portfolio growth. Learn More

Payroll Services

Efficient payroll solutions that make it easy for you. We simplify complex compliance, while supporting business growth and long-term operation. Our Process

Ownership Planning

Thoughtful guidance on business entity structure and ownership decisions to support tax efficiency and long-term business growth and development. See more

Multi-Entity Taxes

Integrated and complex tax planning for clients managing multiple businesses in various states, investments, dependents, trusts, or ownership interests. More tax solutions
When Your Financial Life Becomes More Complex, So Should Your Advisor.

Our Approach

See how proactive planning leads to better long-term outcomes.

Meet the Team

Experienced advisors who know your goals and exceed your standards.

Our Team member

Scaffidi Brunner consistently helps us see the tax and structural implications years ahead—not just at filing time. The partner‑led approach and discretion make them feel like an extension of our family office rather than an outside vendor. Greg R. "Their guidance around entity design and ongoing acquisitions has materially improved our long‑term, after‑tax returns while keeping compliance clean and predictable.” Melissa J. They bring the same technical rigor you’d expect from a large firm, but with a partner‑led, relationship‑driven model that fits the way our family actually makes decisions. Mark C.