About Momentum
Momentum CPAs & Advisors was founded on a straightforward premise: business owners and investors with complex tax situations deserve the same caliber of counsel that large institutions receive — delivered by someone who is genuinely accountable to them, not to a partnership hierarchy.
That means one experienced advisor, working directly with you, on the issues that actually matter to your business.
Momentum’s CPAs have spent years advising clients ranging from early-stage startups to organizations with more than $100 billion in assets, including investment funds, management companies, and operating businesses of every size.
Goldman Sachs Asset Management
Led alternative investment tax operations and built and scaled a high-performing tax team at one of the world’s largest and most complex investment managers.
BDO USA
Grew a multi-million-dollar practice advising venture capital and private investment clients on the full spectrum of tax planning, structuring, and compliance matters.
Human Capital Investment Management
Held tax and controller functions for its investment and management company structures.
What working with Momentum actually looks like.
Direct access, always
You work with a partner — not a staff accountant, not a rotating associate. Every question, every return, every planning conversation goes through the same person.
Clear, practical advice
No unnecessary complexity, no jargon for its own sake. Solutions tailored to your specific facts — not templates applied to every client the same way.
Year-round, not seasonal
Tax planning is most valuable before the year closes. We stay engaged throughout the year — not just in March and April when it’s too late to change anything.
Fully virtual, nationwide
We serve clients across the country with the same responsiveness you’d expect from a firm down the street. Location has never been a barrier to good advice.
Who we serve
Built for owners and investors with real complexity.
Clients choose Momentum when the stakes are high, the structures are complex, or they want a trusted advisor who understands both the technical rules and the business realities behind them.
- Entrepreneurs and closely held businesses
- Partnerships and multi-member LLCs
- High-net-worth individuals with complex tax profiles
- Venture-backed startups and their founders
- Investment funds and fund managers
- Management companies and their principals
Ready to work with an advisor who’s actually done this before?
Schedule a free 20-minute consultation and let’s talk through your situation — no pitch, no pressure.