Tax Strategy and Implementation for Modern Entrepreneurs

Maximize your after-tax returns and close deals with confidence.

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We help modern entrepreneurs and investors in their 30s and 40s scale, buy, and sell companies by optimizing tax strategy and deal structure. Get Big-4 expertise and boutique attention, so you can focus on growing your wealth… not wrestling with the tax code or generic AI tools.

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Services

Tax Optimized Deals

Structure acquisitions and sales to minimize taxes and boost after-tax profits.

Avoid costly mistakes that can erode your valuation.

Secure long-term savings through tailored strategies (e.g., QSBS, Section 1045, PTET elections).

Continuous Tax Advisory and Management for Complex Entities

Stay compliant and “deal-ready” across multiple entities and jurisdictions.

Align your real-time books and tax strategy—no more lagging data.

Get proactive guidance to seize opportunities and avert surprises.

M&A Tax Due Diligence

Uncover hidden liabilities and tax exposures before you sign.

Validate a target company’s tax position to protect your investment.

Negotiate with confidence knowing the full tax picture.

Hear from others just like you...

Mark Magnuson

"Its easy to tell that Chris is very knowledgeable about rules and regulations regarding tax law. He is very thorough in his endeavor to get all the information, not only from me but for me so that I can understand the whys of paying the various taxes. He is detailed in his explanations and provides real life examples to help me understand tax law. The tax returns Chris has generated take everything into account and I am confident and put at ease that we're submitted the most comprehensive and accurate tax returns, i.e., business and personal returns."

Ryan Sever

"I don’t leave reviews often, but Chris deserves every bit of this 5-star rating. His depth of knowledge about tax code is incredible, and working with him has been one of the best investments I’ve ever made. A trusted friend recommended him to me, and now I recommend him to anyone who will listen."

Tyler Neimeyer

Ryan Sever

"I’ve been through several accountants and Chris is miles beyond everyone else. Chris is always prompt, thorough, and professional. I have referred him to over 20 of my colleagues and highly recommend him to you, too."

Brady Webster

Ryan Sever

Chris and I attended grad school together and I knew at the time that he would excel in whatever endeavors he decided to embark on. Over the past few years, Chris has completed tax returns for a number of my firm's clients and we have been thrilled with his attentiveness to details and speed in completing the work. His communication has been excellent through out the process as well. Highly recommend!

Transaction-Savvy Tax Strategy

Never leave money on the table.

One overlooked tax detail can cost you five, six, or seven figures. Our proactive approach makes sure you capture every legitimate advantage.

Key Benefits:

Avoid last-minute deal killers that derail closings.

Lock in long-term savings through advanced planning strategies.

Protect your proceeds from unnecessary erosion by taxes or poorly drafted agreements.

Decide with confidence knowing every financial, tax, and legal implication before you sign.

Get Your Personalized Tax-Savings Plan

Seamless, Full-Cycle Support

Full-cycle support under one roof.

When your bookkeeping, tax preparation, and strategic planning are handled by one coordinated team, you eliminate costly miscommunications and spot opportunities sooner. Enjoy a single point of contact who understands your entire financial landscape.

Key Benefits

One team aligned on your books and tax strategy.

Real-time insights, not last year’s numbers.

Streamlined processes that save hours and reduce stress.

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About the Owner

Meet Chris S. Lee

MS Accounting/Tax, CPA

With an MS in Accounting/Tax and experience advising private equity funds, portfolio companies, and high-growth businesses scaling from start-up to $1B+, Chris built a reputation for navigating complex transactions with precision. After honing his skills at a Big-4 firm, he now channels that expertise into helping dealmakers and growth-oriented entrepreneurs close better deals, keep more of what they earn, and build lasting wealth.