One Stop CPA — Strategic Tax Advisory
Strategic tax advisory for business owners, physicians, and high-income professionals making major financial decisions.
Start Your Strategic Tax Assessment
Most accountants look backward. We help you look forward.
You don't need another person to prepare your tax return. You need someone helping you before the decision is made — not after it shows up on next year's filing.
The Moments That Matter
- Buy real estate
- Sell your business
- Purchase equipment
- Change entity structure
- Hire employees
- Expand
- Get married
- Go through a divorce
- Have kids
- Send kids to college
- Retire
The One Stop CPA Difference
Traditional CPAs file taxes and react. One Stop CPA advises before decisions are made — covering strategic tax planning, business advisory, real estate strategy, IRS representation, and modern technology, year-round.
Meet Brian Davis, CPA, CFE
Brian built One Stop CPA to give successful business owners the same guidance ultra-high-net-worth families have always had — one trusted advisor who understands taxes, business, cash flow, real estate, entity structure, IRS representation, and long-term wealth planning.
Brian has 15+ years in public accounting and advisory, is a business owner and real estate investor, and has personally navigated business acquisitions, 1031 exchanges, and entity transitions.
Services
- Strategic Tax Planning — Year-round proactive planning aligned with your financial goals.
- Business Advisory — Entity structure, cash flow, and growth strategy.
- Real Estate Tax Strategy — Acquisitions, 1031 exchanges, cost segregation, depreciation.
- IRS Representation — Defense, negotiation, and resolution (Forms 8821 & 2848).
- Exit Planning — Business sale, succession, and wealth-transfer strategy.
- Entity Structure — S-Corp, C-Corp, and LLC optimization.
Strategic Tax Assessment
The first step for new clients. A structured process that reviews your current tax situation, identifies missed opportunities, and maps a forward-looking strategy.