Momentum brings institutional-caliber tax expertise — partnership allocations, S-corp strategy, multi-entity structures — directly to business owners and investors who deserve that level of thinking, without the big-firm overhead.
What we do
Tax strategy at the level your business actually needs
Most businesses outgrow their CPA long before they realize it. If your situation involves multiple entities, partners, investors, or real estate — or if you’re planning a transaction, an exit, or a structural change — you need someone who has handled those situations at scale.
Momentum was built for exactly that client.
- Entity structuring and S-corp elections
- Partnership allocations, K-1s, and waterfall analysis
- Owner compensation and distribution strategy
- Multi-state nexus and compliance
- Pre-transaction and exit planning
- 1031 exchanges and cost recovery strategy
- IRS correspondence and audit representation
- Year-round advisory — not just a return in April
Who we serve
Built for owners and investors with real complexity
Our clients aren’t looking for a tax preparer. They’re looking for a trusted advisor who understands both the technical rules and the business decisions behind them — and who will still be reachable in August.
Business owners and closely held companies
Partnerships, multi-member LLCs, and their owners
Founders and venture-backed companies
Real estate investors and investment entities
High-net-worth individuals with complex tax profiles
Fund managers and management company structures
Our approach
You work with the partner. Not around them.
At most firms, your engagement starts with a partner and gets handed down from there. At Momentum, a partner is your advisor from the first conversation to the final filing.
That means faster answers, clearer advice, and a level of accountability that larger practices simply can’t offer.
Why Momentum
The expertise you’d expect to pay more for
Institutional tax experience — built inside Goldman Sachs and at BDO advising venture capital and private investment clients — has historically been out of reach for privately held companies. Momentum was founded to close that gap.
Institutional depth
Decades of experience across investment funds, management companies, and operating businesses of every size.
Direct access
No handoffs to junior staff, no layers between you and the advice you’re paying for.
Proactive planning
We help you understand your tax position before problems arise — not after the year is already closed.
Virtual, nationwide
Fully remote practice serving clients across the country, with the same responsiveness as a firm down the street.
Not sure if we’re the right fit?
Let’s find out in 20 minutes.
Tell us what’s on your plate and we’ll give you a straight answer — whether that’s scheduling a full engagement or pointing you in the right direction. No pressure, no pitch.
Or reach out directly