Boston
Headquarters
200 State Street, Suite 1450Boston, MA 02109
United States
- Direct line(617) 555-0248
- Advisory inbox[email protected]
- On-site parkingAtlantic Avenue Garage, 2 min
Partner hours · Mon–Thu 8:00–18:00 ET · Fri by appointment
Thirty minutes with a senior partner is the shortest path to a real answer.
For twenty-six years we have sat across from owners facing the same three questions — how do I keep more of what I earn, is my finance function built for what comes next, and what does a clean exit actually look like. The strategy call is where those conversations begin. No pitch deck. No junior associate. A working partner who has seen your situation before.
First call typically booked within 24 hours · A senior partner on every line · No fee for the first conversation
“We do not staff strategy calls with associates. The person you meet is the person who will work the engagement.”
Two offices · One partner team
Where the conversation actually happens.
The strategy call is with a working partner in Boston or Austin — whichever seat is closer to your timezone and your business. Below are the offices, the direct lines, and the two partners most often on the first call.
Boston, MA 02109
United States
Austin
Southwest satellite
501 Congress Avenue, Suite 302Austin, TX 78701
United States
- Direct line(512) 555-0194
- Advisory inbox[email protected]
- LanguagesEnglish · Spanish on request
Partner hours · Mon–Thu 8:00–18:00 CT · Fri by appointment
Marisol A. Trent, CPA
Partner · Tax Strategy & Representation
Fourteen years across private-company tax, with a caseload weighted toward owner-operators between $5M and $50M in revenue. Leads the firm's IRS representation practice.
Daniel R. Okafor, CFA, JD
Partner · CFO Advisory & Exit Readiness
Dual-credentialed in corporate finance and tax law. Has run the firm's proprietary 7-step Exit Readiness Framework on more than 140 successful business sales.
What happens after you book
Three steps from form to a written follow-up.
No mystery, no funnel. Here is exactly what you will receive, in the order you will receive it.
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01
Confirmation — same business day
Within four hours of submitting the form, an advisor from the partner team confirms your slot by email and sends a calendar hold for the partner who will take your call. If a particular partner is unavailable, the email names the substitute before you reply.
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02
Ten-minute intake before the call
Seventy-two hours before the call, you receive a short intake — five written questions about revenue range, entity structure, and the specific question you want answered. Responses go to the partner directly, never to an assistant.
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03
The call, then a written follow-up
Thirty minutes on the line, then a one-page written summary inside two business days — capturing the partner's observations, the three actions you discussed, and a clear next step if you decide to continue. The summary is yours whether or not we ever speak again.
Twenty-six years, measured
The four numbers a partner brings up on the first call.
1,800+
Active client entities across 38 states, under continuous advisory since 1998.
96%
Year-over-year client retention across the 2021–2024 fiscal periods.
0.00%
IRS penalty rate across more than 22,000 federal and state returns filed — eleven consecutive seasons.
24hr
Document review guarantee via the secure client portal, every business day of the year.
AICPA Private Companies Practice Section · National Association of Tax Professionals · CAMICO professional liability, $5M aggregate · “Best of Boston — Tax Advisory” 2023, Boston Business Journal · Accounting Today Top 100 Regional Firms, 2022–2024
Before you book
Direct answers to the questions partners hear most often.
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Does the strategy call cost anything?
No. The first thirty minutes with a partner is offered at no fee and with no obligation. If we agree on a working engagement, that conversation is itemized and presented as a fixed-fee proposal before any work begins — never on a billable-hour basis.
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Who exactly is on the call?
A working partner, never a junior associate and never a sales development representative. The Boston and Austin introductions on this page name the partners who most often take first calls in each region; you will be told who is on the line at the confirmation stage, not afterward.
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Should I bring my existing CPA or attorney onto the call?
That is your call, and a familiar one for our partners. If it would feel more useful for you to have your current advisors on the line for a portion of the conversation, say so in the intake form and we will arrange it. Many owners prefer to have the first conversation privately and introduce their team later.
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What happens to anything I share during the call?
The call is treated as a confidential consultation from the first minute. Notes are kept inside the firm's encrypted client system under our standard engagement-policy controls. The firm carries $5M in CAMICO professional-liability coverage that exceeds state licensing minimums by twelve times, and no information is shared outside the partner team without written authorization.
New to the firm
Reserve the next 30-minute strategy call.
Tell us about your business in two sentences and pick a time. A partner will return the confirmation inside four business hours with a named substitute if needed.
Schedule Your Strategy CallNo fee · No obligation · A working partner on every line
Already a client
Open the secure client portal.
Existing clients can upload tax documents, sign engagement letters, and review the quarterly business-review dashboard directly through the portal.
- 256-bit encrypted document transfer with a 24-hour review guarantee
- Quarterly business-review dashboards updated in real time
- Direct messaging to your engagement partner
Need portal access? Email [email protected] and we will reset it the same business day.
Strategy call · 30 minutes
Pick a time. A partner will confirm by email.
Selections below are advisory holds. A partner will email a confirmed calendar invite inside four business hours, with a named substitute if your preferred partner is unavailable.
Prefer to talk first? Call the partner desk at (617) 555-0248 · Boston or (512) 555-0194 · Austin, weekdays 8:00–18:00 local time. Email [email protected] for anything that does not fit a form.