How we work, in four principles.

Approachable and clear.

We're tax specialists, but we're not formal about it. We explain things in plain English, walk you through the why, and skip the jargon. The goal is for you to actually understand your situation - not to be impressed by our verbiage.

A donor or advisor working with us should feel like they have a knowledgeable expert in their corner. Not a sales pitch, not a lecture - just someone who knows this area well and is happy to help you make sense of it.

Specialized, on purpose.

We've specialized in charitable trusts for a long time, and we've chosen to keep our focus narrow rather than branch into general accounting. We think that focus serves our clients - and the advisors who refer them - better than trying to do a little of everything.

If your question isn't about charitable trust taxation or very similar, we're probably not the right firm, and we're glad to tell you that.

We explain it in plain English.

Charitable planning can get complicated, so a big part of our job is just making it understandable. Ask us whether a CRT makes sense and you'll get a straight answer in plain English. If you're an attorney or another CPA and want the technical version, we're happy to go there too. Same answer either way - we just meet you where you are.

We pair every recommendation with visuals for everyone at the table. If the CPA or others want to go deeper, we'll provide detailed math.

We say no.

If we believe a CRT should be terminated, we tell the client. If a referral isn't a fit, we say so. Saying no early is part of the value - and protects every referral relationship we have.

Sometimes the most useful thing we can do is tell you a charitable trust isn't the right fit. That answer might cost us the engagement, but it keeps the trust of the advisor who sent you.