# One Stop CPA — Strategic Tax Advisory

> One Stop CPA, founded and led by Brian Davis CPA, CFE, provides strategic tax advisory services for business owners, physicians, real estate investors, and high-income professionals making major financial decisions. The firm is headquartered in the United States.

## Who We Serve

- Business owners navigating growth, sale, or exit
- Physicians and medical professionals with complex income
- Real estate investors (acquisition, 1031 exchanges, equity decisions)
- High-income professionals making major financial moves
- Entrepreneurs scaling or transitioning their companies

## What We Do

Strategic tax advisory — not just tax preparation. We work with clients before major decisions are made, not after. Services include:

- **Strategic Tax Planning**: Year-round proactive planning aligned with financial goals
- **Business Advisory**: Entity structure, cash flow, and growth planning
- **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, LLC optimization

## The Strategic Tax Assessment

The entry point for new clients is the Strategic Tax Assessment — a structured process that reviews current tax situation, identifies missed opportunities, and maps a forward-looking strategy. Start at: https://onestop.cpa/#assessment

## About Brian Davis, CPA, CFE

Brian Davis is the founder of One Stop CPA. He has 15+ years in public accounting and advisory, is a licensed CPA and Certified Fraud Examiner (CFE), and is a business owner and real estate investor himself. He has personally navigated business acquisitions, 1031 exchanges, and entity transitions — bringing firsthand knowledge to client advisory work. Brian has been recognized as an invited speaker on AI and the future of the accounting profession and is an advocate for small businesses and everyday taxpayers.

## Key Facts

- 15+ years in public accounting and advisory
- $600K+ in single-deal tax savings navigated for clients
- 10+ years of long-term client relationships
- CPA, CFE credentials

## Contact & Links

- Website: https://onestop.cpa
- Tax Brackets reference tool: https://brackets.onestop.cpa
- 10Key for CPAs (partner app): https://www.10key.app

## 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 tools, working year-round rather than only in tax season.