Tax strategy for the financially complex.

Parallel Tax works with business owners, real estate investors, and high-net-worth individuals who need more than a return — they need a plan built around where they're going.

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The Tax Specialist Difference

An Enrolled Agent isn't a generalist — it's a designation earned by demonstrating mastery of federal tax law. Where CPAs cover a broad range of accounting disciplines, an EA's entire focus is taxation. That means deeper expertise on the rules that affect your money, and a practitioner who lives inside the tax code year-round — not just during filing season.

What we do

Strategic planning across every
dimension of your tax picture.

Business Tax Strategy

Entity structuring, income shifting, and multi-year planning for business owners who want to reduce liability — not just comply with it.

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Individual & Family Planning

From complex investment income to estate planning and multi-state obligations, we build a comprehensive strategy around your full financial picture.

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Real Estate Advisory

Cost segregation, 1031 exchanges, passive loss optimization, and entity selection for real estate investors looking to maximize after-tax returns.

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Who we work with

Built for complexity.
Not the simple return.

Business Owners with Multiple Entities

S-Corps, management companies, and Schedule C businesses require a coordinated strategy across structures — not a return-by-return approach.

Real Estate Investors

Rental portfolios, depreciation, passive activity rules, and sale timing are only valuable when planned in advance. We help you stay ahead of the tax event.

High-Net-Worth Individuals

Investment income, charitable strategies, capital gains timing, and estate alignment require a planner who sees the full picture — not just this year's AGI.

Executives & Professionals

Equity compensation, deferred income, and significant W-2 income benefit from proactive planning — especially when income levels make every dollar matter.

The Parallel difference

Planning, not just preparation.

Most tax firms prepare what happened last year. We build strategy for what's coming next — and help you make better decisions throughout the year, not just at filing time.

Year-round advisory access

Tax strategy isn't a once-a-year conversation. We work with clients on decisions as they happen — acquisitions, distributions, entity changes, and major income events — when the planning actually matters.

Coordinated across your full structure

If you have an S-Corp, a management company, rental properties, and a personal return, those pieces need to work together. We look at the consolidated picture — not each return in isolation.

Multi-year thinking

The best tax decisions aren't always the ones that minimize this year's bill. We plan income, deductions, and timing across years to reduce lifetime tax liability — not just the next April deadline.

Built for sophisticated situations

High-net-worth returns, multi-entity structures, real estate portfolios, and estate planning intersections are where we do our best work. If your situation is straightforward, we're probably not the right fit.

Ready to move from compliance to strategy?

Schedule a no-pressure consultation to see if Parallel Tax is the right fit for your situation.

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