Mastermind
Virtual Family Office
Services
MMVFO organizes complex tax, reporting, controversy, strategic life insurance, entity, estate, advisor, and family-office questions into clear service paths and diagnostic entry points.
Core pillars
Start with the high-intent service routes: R&D credit files, broader credits and incentives, cost segregation, QSBS Section 1202, crypto, international reporting, and IRS/state defense. The remaining service lanes support those decisions through tax strategy, compliance, valuation, records, strategic life, family-office, and advisor coordination.
Entity structure, income tax mitigation, and deferral strategy: 1031 exchanges, opportunity zones, installment sales, qualified retirement plans, deferred compensation, and charitable planning coordinated as one return-integrated plan.
Open tax strategy hub
Section 41 eligibility, QRE support, Form 6765, Section 174A/280C coordination, documentation, and examination readiness.
Open R&D hub
R&D, cost segregation, 179D, 45L, state R&D credits, manufacturing incentives, and specialty incentive coordination.
View credit portfolio
Corporate status, original issuance, holding period, gross assets, active business, redemptions, transfers, and state conformity.
Review QSBS readiness
Property facts, placed-in-service timing, basis, passive activity posture, bonus depreciation, state treatment, and specialist study fit.
Review cost seg fit
Wallet and exchange mapping, DeFi/staking/NFT activity, basis reconstruction, international exposure, and examination readiness.
Open crypto department
FBAR, FATCA, Forms 8938, 5471, 5472, 3520, 8621/PFIC, foreign trusts, foreign entities, and penalty-sensitive filing gaps.
Map reporting exposure
Notices, examinations, penalties, FBAR issues, R&D audits, crypto tax audits, evidence reconstruction, and attorney escalation.
Start notice triageComprehensive service directory
The directory is built for complex clients and advisor teams that need clear issue routing, scope boundaries, and a practical next step.
Advanced planning and issue spotting for complex wealth, entities, exits, and advisor teams.
Complex filing coordination where planning, workpapers, documents, and return positions must reconcile.
Tax-aware records, valuation inputs, forensic reconstruction, finance coordination, transaction readiness, startup support, crypto basis, and business-management coordination.
Digital-asset tax, accounting, reporting, reconstruction, international-exposure, and controversy coordination. Tax reporting, reconstruction, international-exposure, and controversy coordination with regulated activities outside scope.
Documentation-first credit and incentive work focused on substantiated, in-scope tax positions.
High-stakes issue families with regulated-service boundaries and specialist escalation where needed.
Formal scope note: services are provided under written engagement scope. Regulated legal, investment advisory, financial planning, securities, insurance implementation, attest, payroll-administration, and employment-tax refund campaign work require separate review and properly qualified professionals where applicable.
High-stakes service guides
Use these guides to identify the filing issue, documentation gap, deadline risk, or advisor-support path before private intake.
R&D credit documentation is not a folder of generic project summaries. It is the operating file that connects technical uncertainty, experimentation, business-component nexus, wage allocation, contractor treatment, and return positions.
Request an R&D Credit File Review
Form 6765 Section G turns R&D credit reporting into a business-component exercise. MMVFO helps prepare component registries, research narratives, wage roles, QRE categories, and return workpapers before reporting becomes a scramble.
Start Form 6765 Readiness Review
An IRS notice is a procedural event, not just a bill. MMVFO begins with notice classification, deadline mapping, transcript review, issue identification, and evidence organization before a response is sent.
Request IRS Notice Triage
IRS audit defense should be organized around the examiner's issue, the taxpayer's evidence, the procedural timeline, and the representation boundary.
Request Audit Defense Triage
FBAR reporting is easy to miss because it is filed with FinCEN and the threshold is aggregate across foreign accounts. MMVFO helps identify filing triggers, coordinate account data, and distinguish FBAR from Form 8938.
Review FBAR Exposure
Form 5471 is one of the most complex U.S. international information returns. MMVFO helps identify filing categories, coordinate entity data, surface CFC/GILTI issues, and connect with specialists where required.
Review Form 5471 Exposure
CPA firms do not need to build a full specialty R&D practice to serve clients well. MMVFO works as a technical co-advisor, referral partner, or client-authorized support resource for Section 41 credit studies, documentation, Form 6765 workpapers, and examination-readiness files.
Request R&D Co-Advisory Support
QSBS is not a box to check at exit. A Section 1202 readiness study reviews corporate status, original issuance, holding period, gross assets, active business requirements, redemptions, state conformity, trust transfers, transaction history, and the records that will matter in diligence.
Review QSBS Readiness
R&D co-advisory helps CPA firms and advisor teams support Section 41 credit matters with eligibility review, QRE modeling context, documentation standards, Form 6765 workpaper coordination, and examination-ready files, without requiring every firm to build an internal R&D department.
Request a Private DiagnosticService library
Use these service paths to identify the planning, filing, defense, or coordination issue that should be reviewed before private intake.
Founder, HNW, entity, exit, QSBS, estate, charitable, crypto, real estate, SALT, and year-end planning pages.
Complex individual, entity, trust, estate, gift, K-1, multistate, review, amendment, and family office compliance pages.
Tax-aware finance records, valuation support, forensic reconstruction, controller/CFO coordination, transaction readiness, 409A/modeling inputs, crypto basis support, and business-management coordination.
R&D credit, Section 41, documentation, Form 6765, startup offset, Section 174A, cost segregation, and specialty incentive pages.
IRS and state tax examinations, notices, penalties, appeals, liens, levies, international penalties, R&D audits, and attorney-affiliate escalation.
Department-level digital-asset tax, reporting, accounting-record, reconstruction, international-exposure, and examination-readiness pages. Focused on tax reporting, reconstruction, international exposure, and examination readiness.
Cross-border filing, foreign accounts, foreign entities, PFICs, foreign trusts, inbound owners, expatriation, treaty, and penalty pages.
Tax-first coordination pages for advisor alignment, family office compliance, entity maps, estate liquidity, governance, and private wealth risk.
Strategic life insurance pages for estate liquidity, succession, buy-sell funding, key-person life coverage, advanced life insurance planning, ILIT coordination, premium funding, and licensed life-insurance implementation.
Advisor-facing pages for CPA firms, RIAs, attorneys, insurance professionals, family offices, and specialty tax co-advisory matters.
Scope, licensing, referral compensation, AI workflow, data handling, Circular 230, privacy, terms, cookies, and accessibility pages.
Diagnostic products
Each diagnostic has clear scope, confidentiality posture, engagement terms, and expert review.
Structured intake, issue spotting, exposure mapping, and prioritized next-step recommendations.
Structured intake, issue spotting, exposure mapping, and prioritized next-step recommendations.
Structured intake, issue spotting, exposure mapping, and prioritized next-step recommendations.
Structured intake, issue spotting, exposure mapping, and prioritized next-step recommendations.
Structured intake, issue spotting, exposure mapping, and prioritized next-step recommendations.
Structured intake, issue spotting, exposure mapping, and prioritized next-step recommendations.
Structured intake, issue spotting, exposure mapping, and prioritized next-step recommendations.
Structured intake, issue spotting, exposure mapping, and prioritized next-step recommendations.
If your tax, entity, investment, estate, insurance, or reporting picture has become too complex for one advisor to see clearly, MMVFO can help map the moving parts.
Reviewed by Joshua V. Azran, CPA/ABV/CFF, CMA, CGMA, CFE and Lorenzo Abbatiello, CPA | Last updated