Who We Work With

Built for the Most Financially Complex Clients — Nationwide

Blue Sage specializes in clients whose financial lives have outgrown generalist tax advice.

Year-round planning for executives, professionals, and high earners whose income complexity has outgrown their current CPA.

From entity structure to 1031 exchanges, we bring proactive tax strategy to every transaction in your portfolio.

Coordinated tax strategy for families managing shared wealth, trusts, and multi-generational financial decisions.

Year-round planning for business owners with $200K–$10M in revenue — entity structure, owner compensation, and strategy that scales as you grow.

Expert guidance for foreign nationals, US expats, and dual-status filers navigating FBAR, FATCA, and the complexity of cross-border tax obligations.

Why Boutique Matters for Complex Clients

Direct access

You work with Neo directly — every call, every question, every year.

Year-round strategy

Not just April. Every financial decision is made with tax awareness.

Full-picture thinking

We coordinate between your financial advisor, estate attorney, and our office.

Schedule a consultation and we'll help you understand how Blue Sage can serve your specific situation.

Or call 646-363-6771