Geoffrey K. Stauffer, Jd, Mbt, Cpa Email and Phone Number

As a tax attorney and CPA with over 9 years of experience on the legal side and 20 years as an accountant, I serve as a trusted advisor to high-net-worth individuals, family offices, and business owners. My practice focuses on sophisticated tax planning, including wealth transfer strategies, business transactions, and investment structuring. Drawing from my experience advising major PE funds and corporations, I provide comprehensive solutions across partnership taxation, QSBS planning, real estate investments, and cross-border transactions.What energizes me most about tax law is the strategic challenge of finding optimal solutions within complex regulatory frameworks. I approach each client's situation like a sophisticated puzzle, leveraging my deep understanding of tax and financial rules to develop creative, compliant strategies that maximize value. The satisfaction of developing tailored solutions that help clients achieve their financial goals drives my practice every day.Looking ahead, I am passionate about evolving beyond traditional tax advisory to become a holistic trusted advisor for my clients. My goal is to serve as an indispensable partner in their financial journey, understanding not just their tax needs but their broader business and personal aspirations to deliver truly comprehensive guidance.Outside the office, I'm a dedicated family man who loves creating memories with my wife and kids. You'll often find me cheering at baseball, football, or soccer games, or planning our next family adventure to explore new cities both domestically and internationally. I believe these experiences broaden my perspective and help me better connect with clients as whole people, not just tax planning cases.