Certified public accountant, Accountant, Accounting firm in Fort Lauderdale, FL
Strategic tax advisory aimed at business owners, physicians, and high-income professionals facing major financial decisions such as buying real estate, selling a business, changing entity structure, or retiring. Services include year-round proactive tax planning, business advisory covering entity structure and cash flow, real estate tax strategy (1031 exchanges, cost segregation, depreciation), IRS representation and resolution, exit and succession planning, and S-Corp, C-Corp, and LLC optimization. The stated emphasis is advising before decisions are made rather than reacting at filing time. New clients begin with a Strategic Tax Assessment that reviews the current tax picture, identifies missed opportunities, and maps a forward-looking plan.
Founded by Brian Davis, CPA, CFE, with the aim of giving successful business owners the kind of single trusted advisor that ultra-high-net-worth families have long had. Davis has more than 15 years in public accounting and advisory and is himself a business owner and real estate investor who has worked through business acquisitions, 1031 exchanges, and entity transitions.

