Tax & Compliance
Tax & Compliance
Federal, state, and multi-entity planning. §1202 QSBS, entity conversions, IRS controversy.
Tax & compliance services →PRIVATE CLIENT COUNSEL · NATIONAL PRACTICE
Counsel for the Decisions That Compound.
Tax, estate, and transactional work for founders, real estate sponsors, and closely held businesses — staffed by senior practitioners with prior experience at leading advisory firms and in-house roles at public and private companies. One firm, one engagement letter, one accountable team.
Practice
Six Practice Areas, One Office.
Estate & Wealth
Estate & Wealth
Trust architecture, §2701 freezes, generation-skipping plans, and family governance — the plan behind the documents.
Estate & wealth services →Transaction & Strategic Advisory
Transaction & Strategic Advisory
Sell-side and buy-side M&A, diligence readiness, deal structuring, and multi-entity real estate JV formation.
Transaction & M&A advisory services →Accounting & CFO
Accounting & CFO
Monthly close, audit preparation, and CFO-level reporting for closely held companies.
Accounting & CFO services →Legal Services
Legal Services
Commercial agreements, entity formation and governance, and the wills and trusts that carry out your estate plan.
Legal services →Other Services
Other Services
Trustee services, notary services, and AI integration — specialized execution when the matter calls for it.
Other services →The Firm
A Small Bench of Senior Practitioners.
Firenze is staffed by senior practitioners whose prior chairs include leading advisory firms and in-house roles at public and private companies. We've kept the firm deliberately small so the same senior practitioner who scopes an engagement is the one who runs it. There is no bench-to-junior handoff.
Senior-led
Same practitioner from scope through delivery
Six
Practice areas under one engagement letter
By referral
How most clients find us
Representative Work
A Sample of Recent Engagements.
Anonymized for client confidentiality. Detail provided in confidential conversation.
TAX
Advised founder on §1202 QSBS exclusion analysis in connection with a mid-eight-figure secondary.
ESTATE
Designed §2701 preferred-equity recapitalization to freeze enterprise value for the next generation of a closely held operating business.
M&A
Counseled S-corp shareholders on conversion to partnership structure ahead of strategic recapitalization.
REAL ESTATE
Structured multi-entity JV for a sponsor consolidating a 14-property mid-Atlantic portfolio.
STRUCTURE
Established irrevocable trust architecture for a multi-generational family with concentrated, illiquid holdings.
Bring a Current Matter to Firenze.
Initial consultations are by referral or direct inquiry. We respond within one business day.