Clear tax strategy. Reliable execution.

Built for founders, real estate investors, and business owners who don’t have time for surprises.

Tax Planning

Strategic Tax Support, Built for the Way You Do Business

You won’t find boilerplate advice or outdated playbooks here. Rom Neidhardt, CPA started his career in the Big Four, built and led teams at a boutique advisory firm, and spent time in IRS Criminal Investigation — which means we’ve seen the tax world from every angle.

Now, that experience powers a modern firm built for founders, real estate investors, and business owners who want more than just once-a-year compliance.

We work with people who are building something — and we treat your tax strategy as one connected system, supporting both the business you run and the life you’re building through it. Whether it’s optimizing your entity structure, unlocking savings through R&D credits and cost segregation, or managing multi-state complexity, you’ll get straight answers, forward-thinking strategy, and results you can measure — not just filings.

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