Tax and financial planning for modern wealth.

Butter is a membership that combines proactive tax planning and annual tax preparation into one relationship.

Most tax firms help you report what already happened. Butter helps you make better financial decisions before they happen—whether that's equity compensation, buying a home, investing in private deals, moving states, or navigating a major life event.

Think of us as the team you call before an important financial decision, not just when taxes are due.

Butter is built for people whose financial lives have outgrown traditional tax preparation.

That often looks like:

• Earning $300k+ as a W-2 professional
• Receiving bonuses, equity, or deferred compensation
• Investing in brokerage accounts, private deals, or real estate
• Buying a home or moving between states
• Getting married or starting a family
• Managing multiple accounts, advisors, and financial priorities

If your tax return is relatively straightforward, you probably don't need us yet.

If you're making decisions with meaningful tax implications, that's exactly what Butter is built for.

Many of our members are professionals in finance, law, medicine, tech, and media who came to us after years with respected local CPAs.

The issue wasn't that their CPA was doing anything wrong—it was that the relationship was designed around filing a tax return once a year.

As their financial lives became more complex, they wanted someone who could proactively identify opportunities, answer questions throughout the year, and help them make better financial decisions—not just prepare a return after the fact.

That's the gap Butter fills.

Because the biggest tax savings happen before you file.

You're not paying us to prepare a tax return—you're paying for year-round guidance on the financial decisions that shape it.

We charge one flat annual membership so you never hesitate to reach out before making an important financial decision. Members consistently tell us the biggest value isn't filing their return—it's having one trusted team helping them avoid costly mistakes, uncover planning opportunities, and make confident financial decisions all year long.

• Federal and state tax preparation
• Two proactive planning meetings each year
• Year-round guidance whenever a financial decision comes up
• Proactive outreach before key deadlines and life events

One relationship. One team. Year-round.

A relaxed, 30-minute conversation to understand where you are today and where you're headed.

We'll learn about your goals, discuss any complexity in your situation, and highlight planning opportunities that may be relevant to you.

By the end of the call, we'll both know whether Butter is the right fit.