Private client tax strategy
Tax strategy that gives founder-led companies the freedom to focus on their vision.
We sit down with you on your personal and business goals, then build a personalized tax strategy aimed at saving taxes in the short term and the long term. And we work with your wealth and investment advisors, so everything is moving you closer to those goals.
We look at every piece of your picture.
Your businesses, your investments, the real estate you hold, the businesses you want to start next. Miss a piece and it shows up on the compliance side, like a foreign loan that was supposed to be reported.
On the strategy side, the question is always the same: are you working in the most tax-efficient way, and can this be better?
Say you’d like to sell. When we really break the business down, there’s the piece you love, the piece you’re ready to sell, the piece that could be sold as QSBS and the piece that can’t. Once it’s broken down, the plan can look very different from a straight sale.
A personalized tax strategy.
Then we’re there year-round, answering your questions and running the numbers with you before you decide:
- Buying property.
- Buying another business.
- Adding a partner.
- Giving equity to your employees.
Our work is built for owners of privately held companies with more than one entity, real estate or investments alongside the business, and a sale, acquisition or next venture on the horizon.
I sit down with every client to go over their personal and business goals first. Everything else is built from there.
I trained as a tax attorney, earned a Georgetown Tax LL.M., and worked in Grant Thornton’s National Tax Office on partnership questions across the lifecycle. At My Tax Collective, I’m your tax strategist, not your lawyer.
Sarah Barlow, Founder and Tax Strategist
Let’s sit down and talk about where you’re going.
Referring a client? Let’s talk.