Strategic Tax Planning for complex Financial Lives
Meet Ignacio acosta-thompson, CPA
With 15+ years navigating every level of the tax world—from local firms to Big 4 (PwC) to leading international tax for publicly-traded companies—I bring elite-firm expertise with personalized service.
I specialize in helping professionals and growing families navigate the complexity that comes with success: stock compensation, multi-state income, international obligations, and strategic wealth-building. Fluent in English and Spanish, I understand what it means to bridge cultures while climbing the ladder.
Secure your spot
Transform your business landscape with our cutting-edge consulting approach. Schedule an appointment today and unlock a world of insight-driven strategies tailored to reach new heights.
Discover our services
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Individual and business tax filing with one check-in meeting during the year.
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Foundation Tax Services
Simple. Accurate. Stress-Free.
Designed for professionals with straightforward tax situations who want reliable preparation, clear guidance, and year-round peace of mind.
Ideal for:
W-2 professionals, limited investment income, one or two statesWhat this covers:
Federal and state tax return preparation
Quarterly estimated tax guidance (if applicable)
IRS/state notice review
Year-round email support
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Strategic Tax Planning
Proactive Planning for Growing Complexity
Built for professionals and business owners with multiple income streams who need more than compliance — they need strategy.
Ideal for:
RSUs & stock options, 1099 income, rental properties, multi-state filersWhat this covers:
Advanced individual tax planning
Stock compensation & AMT optimization
Business & side-income tax strategy
Ongoing projections and planning sessions
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Comprehensive & International Tax Advisory
For Complex, High-Stakes Financial Lives
Our most comprehensive offering for business owners, globally connected clients, and high-net-worth individuals who require advanced coordination and premium access.
Ideal for:
International income/assets, business owners, complex investments, auditsWhat this covers:
International tax & foreign reporting (FBAR, FATCA)
Business & transaction tax advisory
Audit and tax controversy support
CFO-level, year-round strategic planning
Who We Serve
Mid & Senior Level Professionals
Physicians, attorneys, executives, engineers, and consultants navigating equity compensation, multi-state filings, and complex income streams.
International & Cross-Border Clients
U.S. taxpayers with foreign income, cross-border assets, or family obligations navigating reporting requirements and seeking compliance confidence.
Business Owners & Entrepreneurs
Growing and established businesses requiring entity structuring, ongoing tax planning, and strategic compliance support.
Public Figures & High-Profile Individuals
Taxpayers with diverse income streams, family offices, image monetization, and public recognition navigating confidentiality requirements and heightened IRS scrutiny.
What makes us different
Tax Advice That Goes Beyond Filing
Many firms focus only on compliance. We focus on strategy, foresight, and long-term impact.
✔ Proactive, year-round tax planning
✔ Expertise in complex and international tax matters
✔ Clear explanations without jargon
✔ Direct access to your CPA — no hand-offs
✔ Thoughtful guidance tailored to your goals
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!