Boutique CPA Firm
Complex Tax Situations, Handled — Anywhere in the US.
Boutique tax advisory for high-net-worth individuals, real estate investors, business owners, and family offices — with Big 4-caliber expertise and direct personal access. For most clients, the tax savings in year one exceed our fee by 10x or more.
The Problem With Most CPA Firms
Most CPAs See You Once a Year. Your Finances Don't.
Reactive, Not Proactive
You're told about opportunities after they've passed — not before.
Impossible to Reach
Your CPA doesn't return calls, misses deadlines, and never reminds you of what's coming.
Complexity Ignored
Your complex financial life is treated like a simple W-2 return.
What We Do
Sophisticated Tax & Advisory Services, Year-Round
Estate & Trust Planning
Estate and trust planning to protect and preserve multi-generational wealth.
Who We Work With
Built for the Most Financially Complex Clients — Nationwide
High Net Worth Individuals
Executives, professionals, and high earners who need more than an annual return.
Learn More →Real Estate Investors & Developers
Portfolio holders and developers who need tax strategy built into every transaction.
Learn More →Family Offices & Multi-Generational Families
Stewards of shared wealth who need coordination, discretion, and long-term planning.
Learn More →Business Owners
Closely held business owners who need entity strategy, owner comp optimization, and year-round planning.
Learn More →Foreign Nationals & Expats
Foreign investors, dual-status filers, and US expats navigating FBAR, FATCA, and cross-border tax compliance.
Learn More →Who You Work With
Big 4 Expertise. Boutique Access.
After 18 years at Big 4 and prominent accounting firms, Neo founded Blue Sage in 2025 to give clients what large firms never could: direct access to senior-level expertise and a CPA who actually picks up the phone. Every client works with Neo directly — no associates, no handoffs, no surprises.
Neo Nabi, CPA
Client Outcomes
Results That Speak for Themselves
100%
Of capital gains excluded from federal tax
A tech media company was acquired for eight figures. Neo structured the transaction to meet IRS Section 1202 (QSBS) requirements — all capital gains excluded at closing. The previous CPA had never heard of the provision.
— Tech media company, M&A transaction
5 States
Analyzed before identifying the counterintuitive optimal jurisdiction
A high-net-worth NYC resident evaluated five states for relocation, including a zero-income-tax state. A comprehensive analysis of their S-Corp and investment income found a commonly perceived 'high-tax' state produced the lowest overall liability.
— HNW individual, multi-state relocation
$0
Capital gains tax owed on qualifying QOF investments at exit
Multiple clients have reinvested significant capital gains into Qualified Opportunity Funds — deferring initial tax liability and eliminating gains on the future QOF sale after the required holding period. Neo manages all annual IRS filings.
— Multiple clients, capital gains reinvestment
Our Philosophy
Tax Time Is Every Day. Not Just April 15th.
For our clients, taxes are a year-round conversation — not an annual event. We stay current with the latest tax law changes and work with you throughout the year to identify opportunities, model scenarios, and make decisions with full awareness of their tax implications. By the time April arrives, there are no surprises.
What We Find When We Take Over
What Most CPAs Cost You Without Knowing It
Unused PTET Elections
Pass-Through Entity Tax elections allow S-Corp and partnership owners in high-tax states to bypass the federal SALT cap — saving thousands annually. Most generalist CPAs never raise it.
Ignored QBI Deductions
The 20% Qualified Business Income deduction is one of the most valuable provisions for business owners — and one of the most frequently missed or miscalculated by preparers who don't specialize in pass-through entities.
No Proactive Strategy
A CPA who calls you in April and sends your return in October is filing history — not shaping it. By the time most clients hear from their CPA, the year's opportunities have already closed.
Ready to Stop Leaving Money on the Table?
Schedule a confidential consultation with Neo to discuss your tax situation.
Or call us: 646-363-6771