Fewer clients. Deeper relationships.
Strategy first, always.
Tulip brings a family office approach to successful business owners and high-net-worth families. The firm exists because most people with real income or real assets get fragmented advice: a CPA who files, an advisor who sells, and nobody coordinating the whole picture. We built the firm we wished existed.
Who you'll actually work with.
A small team that knows your file. Stephen leads every client relationship and every recommendation, and Megan keeps your tax work moving between calls.
Stephen Mandracchia
Stephen has spent over a decade advising high-earning entrepreneurs, including years at a fast-growing Inc. 5000 firm working with owners earning $1M+ in net profits. He founded Tulip to deliver that caliber of tax strategy with the personal attention a big firm can't. He lives in Harvest, Alabama, with his wife and kids.
Megan McAtee
Megan prepares and reviews client tax returns and supports year-end tax planning and meeting prep, so your work keeps moving between calls. She is an IRS Enrolled Agent with a financial planning degree from the University of North Texas.
The promises we run the firm on.
Starting with the one the law holds us to: as a registered investment adviser, Tulip serves you as a fiduciary, your interests come first, always.
Fewer clients, deeper relationships
We cap the client roster on purpose, because this model only works when the team knows your situation cold. You get direct access to the people who built your plan, not a ticket number.
Transparent, published pricing
You'll know exactly what you pay before you commit, a fixed-fee 90-Day Audit published right on the site, and ongoing engagements quoted upfront on your discovery call. No hourly meters, no surprises.
Cancel anytime
Ongoing services can be cancelled anytime with written notice, and any prepaid, unearned fee is refunded. We keep clients by being worth it every quarter, not by locking you in.
Strategy first, always
Filing a return is table stakes. The value is in what happens before December 31, structure, timing, and proactive moves.
A fiduciary, always
As a registered investment adviser, we are legally required to act in your best interest. Every recommendation is made from that seat. We don't sell investment products, and if a professional we recommend pays us a referral fee, we tell you before you decide.
CFP® professional-led
Your plan is built and led by a CERTIFIED FINANCIAL PLANNER® professional and IRS Enrolled Agent. Strategy and execution under one roof.
Let's see if we're a fit.
A free 30-minute discovery call, no pressure, no obligation, and you'll know quickly whether we're a fit.
Book a 30-Minute Discovery Call