Multifamily Office
Most people have a CPA who files their return and an advisor who manages their portfolio, and neither talks to the other. As a Virginia multifamily office, Shoemaker CPA pairs your CPA and CFP® partner as one coordinated team, so every decision accounts for the full picture.
The problem
Your CPA sees your income and structures your return. But if your advisor is moving money without that context, selling positions, rebalancing, taking gains, the tax consequences arrive as a surprise.
A sound investment move can be the wrong move when your effective rate, deduction strategy, and income timing aren't part of the conversation. Most advisors never see the full return.
Roth conversions, business distributions, estate events; each carries tax implications that compound when your advisors aren't aligned. By December, your options are limited.
How it works
Your CPA and CFP® partner don't hand off your file; they work it together. Every recommendation considers your tax position, wealth plan, business interests, and family goals before anything moves.
CPA · Principal. Luke leads the tax and business advisory practice. He works with owners, families, and high-income individuals to build proactive tax strategies, not just accurate returns. Integrated tax planning and compliance, business structuring and year-round strategy.
CFP® · Financial Planner. Our CFP® partner brings comprehensive financial planning, investment strategy, retirement planning, and estate and legacy coordination, in direct conversation with Luke.
Scope of service
Your CPA and CFP® review decisions together, so your investment strategy never creates a tax problem your advisor didn't know about.
We work throughout the year to reduce your liability, identifying opportunities before they close, not after the return is filed.
You reach us when you need us, not once a year at tax time; when you're evaluating a deal, planning a distribution, or making a major financial move.
Roth conversions, business sales, estate transitions; we plan ahead together so you go into every significant event with a clear, coordinated strategy.
Every suggestion, whether it starts on the tax side or the planning side, is run against your full financial picture before it reaches you.
You don't translate between your CPA and your advisor. You meet with a team that already speaks the same language and has already compared notes.
Is this right for you
You've felt the disconnect between your CPA and advisor. Your financial life includes business income, investments or estate considerations. You want advisors coordinating on your behalf and you're approaching significant financial decisions.
You need straightforward compliance, prefer transactional relationships, want the lowest-cost option, or already have a coordinated advisory team you trust.
We start with a conversation, not a proposal.
