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 →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 team accountable for the tax, the documents, and the numbers.
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 →Legal Services
Commercial agreements, entity formation and governance, and the wills and trusts that carry out your estate plan.
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 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
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.