We work with high-earning founders across a range of industries, including consulting, tech, health and wellness, digital services, and product-based businesses. Whether you're scaling a lean company, running multiple entities, or navigating international operations, we provide personalized tax strategy and financial guidance tailored to your structure, income flow, and long-term goals.

We’re dual-licensed in Canada and the U.S., and we regularly work with internationally based founders or those earning cross-border income. Whether you’re operating globally, working with U.S. clients from abroad, or managing multi-jurisdictional entities, we coordinate with local professionals as needed to ensure your structure, filings, and strategy are fully aligned.

This is a year-round partnership - not just a tax filing service.

We offer proactive strategy, cross-border coordination, and personalized financial guidance built around your business, lifestyle, and long-term vision.

We specialize in tax strategy, corporate structure, and financial modeling. We do not provide investment advice, but we collaborate closely with your financial advisor to ensure your plan is tax-efficient.

Absolutely. We regularly collaborate with legal counsel, finance teams, and wealth advisors to ensure your entire strategy is aligned and nothing gets missed. Seamless coordination is part of the value we bring.

We work on a flat-fee, monthly retainer model designed to reflect the value of ongoing, proactive advisory - not just annual tax prep.

This means you'll know exactly what’s included and what it costs, with no hourly billing or surprise invoices. Our private client services are structured as annual engagements, billed monthly, to support long-term planning and consistent collaboration.

All private client engagements are structured as 12-month partnerships, billed monthly.

This model provides the time and continuity needed to proactively manage your income, structure, and overall financial strategy across a full planning cycle. From compensation design to tax forecasting and cross-border compliance, a year-long engagement allows us to support you with consistency and depth.

While a 12-month partnership is ideal, either party may end the engagement with 30 days' written notice. This structure creates flexibility while ensuring a strong foundation for meaningful strategic work.

A full-year relationship allows us to:

• Stay ahead of deadlines, filings, and quarterly cash flow planning

• Support key business and financial decisions with intention

• Deliver the level of care and insight our clients rely on

At the end of each term, we revisit your goals and adjust the scope or pricing to reflect your evolving needs.

Yes. We assist with entity structuring and coordinate incorporations through trusted legal partners to ensure everything is aligned with your tax strategy, income flow, and long-term goals. Whether you're setting up an Opco, Holdco, or management company, we help you get it right from day one.