Team
Principals · Advisory · Operations · Network
A deliberately small practice. The principals set the strategy and take the first conversation. Specialist work is engaged from an independent professional network under separate engagements.
01
Set the strategy and carry the technical responsibility on every engagement.
Principal, Tax Strategy & Structure
Tax attorney, LL.M. in Taxation, and former IRS Criminal Investigation Special Agent. He builds tax positions the way the government later tests them.
Principal, Client Strategy
Business operator and analyst who builds each client's tax plan around their goals, and models the tax and cash-flow consequences of a decision before it is made.
02
Advisers being added to stay with each engagement through implementation, alongside a principal.
As the practice grows, advisers will run the diagnostic alongside a principal and remain the client's point of contact through implementation and annual review. Today, consultations are held with a principal.
03
Onboarding, document management, filing coordination, and the annual review cadence.
Will own onboarding, secure document exchange, coordination with the client's CPA and counsel, filing calendars, and the annual recalibration cadence.
04
Independent attorneys, accountants, and specialists engaged on a matter-by-matter basis under their own engagements.
Independent attorneys engaged on specific matters under their own engagements. Legal services are never provided by Odyssey Strategic Advisors.
Independent CPAs, appraisers, and actuaries engaged where a matter requires substantiation we do not provide ourselves.
Matthew C. McClintock is a principal of Odyssey Strategic Advisors LLC. He practices law through McClintock Tax Law LLC, a separate and independent law practice. Legal services, tax opinions, and representation are provided by that firm under its own written engagement and after its own conflicts review, and not by Odyssey Strategic Advisors LLC. Members of our professional network are independently engaged and are not employees of the firm.
Begin
Thirty confidential minutes with a principal to establish whether this is the right practice for your situation.
Engagements typically begin at $2M+ of annual income, or a comparable taxable event.