Tax & Compliance
Multistate nexus, §1202 QSBS eligibility, entity conversions, returns prepared in-house, and a planning calendar that runs ahead of the filing calendar.
Tax & compliance services →Tax, Business Law, and Estate Advisory
We help business owners, individuals, and families plan for taxes, structure business agreements, and prepare for the next generation.
Practices
Our Practices, One Office.
Estate & Wealth
Succession and liquidity planning for business owners: §2701 freezes, trust architecture, and the governance that holds a family plan together.
Estate & wealth services →Transaction & Strategic Advisory
Sell-side and buy-side M&A: preparation, offer economics, diligence, and closing proceeds, with the tax model built before the letter of intent.
Transaction & M&A advisory services →Accounting & CFO
Monthly accounting, fractional CFO reporting, and a 13-week cash forecast your lender and your management team can both read.
Accounting & CFO services →Business Legal Services
Entity formation and operating agreements, customer and vendor contracts, owner buy-sell terms, and the legal side of buying or selling a business.
Business legal services →Beside the practices: trustee services, notary appointments, finance workflow automation, and forensic and litigation support for counsel. All specialized services →
The Firm
A Small Bench of Senior Practitioners.
Firenze is a small bench of senior practitioners. 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
Five
Practices, one accountable team
By referral
How most clients find us
Representative Work
A Sample of Recent Engagements.
Anonymized for client confidentiality. Detail provided in confidential conversation.
Filter by need
Advised founder on §1202 QSBS exclusion analysis in connection with a mid-eight-figure secondary.
Designed §2701 preferred-equity recapitalization to freeze enterprise value for the next generation of a closely held operating business.
Counseled S-corp shareholders on conversion to partnership structure ahead of strategic recapitalization.
Structured multi-entity JV for a sponsor consolidating a 14-property mid-Atlantic portfolio.
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.