With over 60 years of combined experience in taxation, investment banking, financial consulting, and incentive strategy, we bring uncommon breadth and precision to every engagement. We are not a transactional service—we’re a true strategic partner. Our boutique approach is built on integrity, honesty, transparency, and diligence, ensuring that every solution is not only technically sound but personally tailored. We guide businesses and CPAs through complex tax landscapes with clarity and care, delivering work product that’s second to none and relationships that stand the test of time.

Stephen MacNeil

Stephen MacNeil, JD, MST

Vice President

Darren Miller

President
Stephen MacNeil

Tom Loftus

Strategic Client Director
Marina Mendenhall-Valente

Marina Mendenhall-Valente

Strategic Growth & Market Development

Our Mission.

To empower businesses and CPAs with expert guidance in tax mitigation strategies—maximizing savings, enhancing compliance, and unlocking growth through federal and state programs, cost segregation, and advanced tax savings techniques.

Our Vision.

To be the most trusted boutique tax advisory firm—where deep expertise meets personal connection. Redefining the tax consulting space as a high-touch, high-impact partnership – delivering tailored strategies that help businesses steward their resources wisely and grow with confidence.

Our Values.

  • PRECISION – We deliver technically sound and compliant solutions with an unwavering assurance that we stand behind our work.
  • PARTNERSHIP – We are a welcomed alternative to the transactional nature of most business interactions. We treat your goals as our own and become an extension of your team with the singular focus of creating value.
  • PURPOSE – We believe that tax mitigation is an integral part of an overall financial strategy – a form of stewardship to serve the greater good beyond the bottom line.