For CPAs, attorneys & advisors
Where you fit in a coordinated household.
Your client’s best decisions rarely fail for lack of expertise. They fail because the pieces are not connected: the return, the documents, and the portfolio, each excellent, in isolation. Driftwood is the coordination seat that keeps them one plan, working alongside you, never in place of you.
Your seat at the table
You keep the relationship. Driftwood keeps the pieces aligned.
A coordinated household runs on four seats. Two of them are yours. Driftwood holds the seat no single professional owns today: making the parts move together, so your work lands the way you intended.
You, the CPA or attorney
The return and the documents, and your standing with the client. Unchanged.
Driftwood
Coordination: asset location, titling and beneficiary consistency, the realized-gain picture, and the standing record.
Your client
Decides, with the consequence across taxes, documents, and portfolio modeled first.
You are a permanent seat, not a relationship being routed around. Driftwood does not file returns, draft documents, or replace the trust you have built. It makes that work coordinate with everything else.
How the seats move together
Coordination is not an org chart. It is what happens when something changes.
The moments where the pieces have to move together, and who Driftwood brings into the room, with you at the center of a team that talks to itself.
| When this happens | Driftwood brings in | So the outcome is |
|---|---|---|
| A business sale | CPA + attorney + portfolio | Liquidity without avoidable tax drag: the sale, the proceeds, and where they land, planned as one move. |
| Equity compensation | Employer + CPA + investment plan | Concentration reduced over time, deliberately, with the tax on each step sequenced, not sprung. |
| Estate changes | Attorney + portfolio | Titling and beneficiaries never drift from the documents you drafted; the plan stays consistent with the estate. |
| A move across state lines | CPA + attorney + portfolio | Residency, income sourcing, and the estate exposure re-checked together, before the move, not after. |
Use these with clients today
Three free instruments. No sign-up, no client data.
All three are illustrative models for discussion, free, and require no sign-up. Each opens with Illinois already selected; change the state inside any of them in one click.
Why it is lower risk for you
Coordination removes the exposures that come from working in isolation.
A client acts on advice that did not see the rest of the picture.
Every decision is modeled across taxes, documents, and portfolio before it moves, so your recommendation is not quietly undercut by a step you never saw.
A year-end surprise lands on your desk in April.
The realized-gain and bracket picture is shared through the year and reconciled to the return you file, not sprung on you at filing.
A decision moves before anyone consults you.
You are pulled in before the decision, not after. The document or the filing is never the last to know.
Making a referral
- What to send
- A name and a sentence. No client data changes hands here.
- What happens
- A fifteen-minute introduction. Nothing to prepare, no documents.
- Who calls
- Alec Messino, personally. Your client is not handed to a team.
- When you hear back
- The same day you write. Where a matter is yours, you are brought in before it moves.
Fifteen minutes, professional to professional.
About a specific mutual client, or simply about how we would work together. No forms and no client data change hands here, and no proposal follows.
Professional introduction, 15 minutes →Or write, and we will answer the same day.