Cordasco and Company, PC

Cordasco and Company, PC is a tax and accounting firm focused on strategy for people and companies with complicated finances. It maps out a client's structures visually before advising, and it covers business decisions, family wealth and exits.

Services

• Tax strategy: planning income, entity structure and transactions to limit tax exposure.
• Transaction advisory: preparing founder-led companies for a sale, including equity structuring and entity clean-up.
• Estate planning support: tax planning for estates, including foreign assets.
• Referral partnerships: working alongside investment bankers, estate planners, financial advisors and M&A attorneys on shared clients.
• Tax updates: guidance on changing rules, such as mileage rates and past pandemic relief measures.

Who it serves

Clients are business owners, founders planning an exit and high-net-worth individuals whose wealth spans several entities and advisors.

Key facts

• Focus: tax strategy for complex wealth
• Approach: visual maps of client structures used to guide decisions