About Tax By Design
Traditional tax firms look backward, focusing on historical data to file a return. We look forward to the future. Whether you are a business owner navigating complex entity decisions or a professional managing equity compensation and investments, your tax strategy should be as dynamic as your financial life.
We integrate strategic planning and precise, compliant preparation into one continuous engagement. We ensure that every financial milestone, from distributions and capital gains to entity changes, is handled with tax efficiency and not an afterthought.
Tax strategy shouldn’t be a once-a-year event. Here’s how we work differently.
Planning that runs all year
We don’t disappear after filing season. Through mid-year projections, and a quick call before any major move, we make sure you understand the tax impact of a decision before you make it, not the following April. No surprises, no missed windows.
We model the decision before you make it
Entity elections, reasonable compensation, the timing of distributions and capital gains, equity compensation, and multi-state exposure all carry real dollar consequences. We quantify them in advance, run the scenarios side by side, and give you the numbers to decide with confidence.
Tax Strategy Design
A roadmap to minimize and manage your tax liability. We look at the current year and beyond to build a strategy where your tax plan supports your life goals.
We examine your income structure, entity type, long-term financial goals then build a roadmap that aligns your tax efficiency with your life trajectory. We don’t just optimize for the current year; we explore timing, entity structuring, owner compensation, and capital-gains strategy to build wealth long-term. Our plans move beyond the standard checklist, focusing on where you’re going, not just where you’ve been.
Most clients find their lifetime reduction in taxes vastly exceeds the cost of our engagement.
Tax Preparation
Accurate, fully documented federal and state returns. We treat your taxes as one cohesive picture, ensuring your filing is the compliant output of the strategy we built together.
We prepare and file accurate federal and state returns that serve as the final output of our year-round planning. Every position we take is documented and defensible if the IRS asks about it later. Because your return is prepared by the same team that built your strategy, there is no hand-off or loss of context. We also handle unpredictable income, multi-state filings, prior-year cleanups, and ongoing IRS compliance work as part of the same engagement.
We believe in and deliver responsive, responsible and on-time tax preparation services.
Who We Help
Individuals & Families
We bridge the gap between your personal wealth and your tax liability. We focus on equity comp, capital gains, investments and income timing to ensure your personal taxes support, rather than hinder, your life goals.
Businesses & Founders
Entity-level strategy for startups and established companies. We manage the complexity of your growth, from business structuring and deferring tax where the law allows, to optimizing R&D credits and keeping your filings compliant as you scale.
Strategy and preparation under one roof.
We don't hand-off your strategy to a separate preparation team. Because we built the plan, we know exactly how to execute it, ensuring your filing is the precise, compliant output of our year-round work.
Proactive, not reactive.
Tax consequences occur in real-time, not just during filing season. We are accessible year-round to navigate live financial events with you, ensuring every transaction, structure, or investment is aligned with your tax strategy before it becomes an irreversible liability.
Full-spectrum tax expertise.
With CPAs for high-level strategy and Enrolled Agents on staff, we provide end-to-end support. If a notice arrives, the same team that planned and filed your return handles the resolution
Regional expertise, localized advice.
We master the specific regulatory landscapes where you do business. From Colorado complexity in sales taxes to the challenges of entity selection in New York Metro, our advice is tailored to the jurisdictions that affect your bottom line.
Founder, Fintech startup
Owner, Private Practice
Executive Director, Nonprofit
We have offices in Boulder, Colorado and Teaneck, New Jersey. From these offices we support businesses, small business owners, and individuals from around the country and around the world.
We bring deep experience to the specific needs of people in the New York Metro area and the Colorado Front Range, and work with clients elsewhere in person and remotely just the same.
New York Metro Office
Colorado Office
Tax Resources
Latest from our team on tax planning, deductions, and IRS deadlines.
