Tax Preparation, Planning and Consulting
Your partner in navigating an ever-changing tax landscape
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Where complexity meets clarity.
Our clients have tax lives that require strategic, year-round attention.
The big moments get your attention. The small ones add up. We’re here to help you make the most of both. From major moves like business sales and equity planning to ongoing decisions about withholding and retirement contributions, we’re here to make sure each choice aligns with where you’re headed.
Welcome to AC*TC!
With over two decades of experience navigating the complexities of tax law, we’ve built our practice on something simple: meaningful relationships with our clients. We believe the best tax advice comes from truly understanding your goals, your challenges, and the bigger picture of where you’re headed. Afterall, we’re small business owners, too. Whether you’re managing intricate investment portfolios, navigating multi-state taxation, planning for business transitions, or optimizing your corporate structure, we bring both technical expertise and strategic thinking to every conversation.
Our approach blends years of working with families and businesses of all sizes with a genuine commitment to being accessible and responsive — because complex situations require more than just technical knowledge. They require a partner who’s invested in your success.
Our Approach
Good tax strategy isn’t built in a vacuum. It requires understanding not just the numbers, but the context behind them. What are you building, what keeps you up at night, what does success looks like for you and your family? Over twenty years, we’ve learned that the best outcomes come from combining technical precision with genuine partnership.
We’re not here to simply process your returns; we’re here to be strategic advisors who understand your full financial picture and help you navigate both the opportunities and complexities that come with it.
Comprehensive, not transactional. We take time to understand your complete financial picture: business interests, investment portfolios, estate planning objectives, and long-term wealth preservation goals. This holistic view allows us to identify opportunities and strategies others miss.
Proactive strategy, not reactive compliance. While flawless execution is our baseline, our real value lies in forward-looking tax planning. We model scenarios, project implications, and help you make informed decisions before they impact your tax position.
Discretion and security. We understand the importance of privacy when handling sensitive financial information. Our practice maintains strict confidentiality protocols, and our secure digital infrastructure (including encrypted client portals and multi-factor authentication) exceeds industry standards.
Deep technical expertise. Complex situations require deep knowledge. Our team stays current on evolving tax law, frequently handles multi-state matters, and specializes in sophisticated planning techniques that require both technical mastery and practical judgment.