THE ARCHITECT BEHIND THE STRATEGY
DION COLEMAN, CPA
With over a decade leading tax strategy at the highest levels—combined with real-world trading mastery and a blueprint mindset—I serve as a bridge between expertise and execution.
I’ve worked as a Tax Director, professional options trader, and systems strategist for clients
ranging from executives to entrepreneurs. But more than that, I help you see what others miss:
the structural decisions, the compounding inefficiencies, and the untapped potential sitting in
your blind spots.
My clients don’t just want advice—they want insight that moves the needle.
AREAS OF MASTERY:
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Corporate and Individual Tax Strategy
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Options Trading & Portfolio Structuring
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Wealth System Design
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Business Structuring & Entity Optimization
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Strategic Consulting for Executives & Entrepreneurs
MY APPROACH: PRECISION OVER NOISE
I don’t offer generic answers. I design frameworks. Every engagement is custom, rooted in insight, logic, and leverage. My goal is simple: amplify clarity, eliminate inefficiency, and scale what works.
WORK WITH ME
CORE SERVICES
Tax & Audit Solutions
Strategic tax and audit support for clients with complex financial activity, including trading, digital assets, and multi-year reporting challenges. Our approach emphasizes accuracy, defensibility, and long-term compliance rather than surface-level filing.
Benefits
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Cost basis reconstruction across crypto and options activity
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Audit readiness and notice response support
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Improved filing accuracy and documentation clarity
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Strategic alignment for future tax years
CORE SERVICES
Digital Asset Tax Shield & Crypto Audit Defense
Professional crypto tax compliance and audit defense for investors facing reporting gaps, notices, or regulatory scrutiny. This service focuses on forensic reconstruction, documentation integrity, and structured defense strategies.
Benefits
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Transaction history cleanup and reconciliation
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Defensible crypto cost basis documentation
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Audit and notice response coordination
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Ongoing recordkeeping controls
SPECIALIZED SERVICES
Crypto Wealth Services
Disciplined crypto advisory for investors seeking structure, security, and long-term positioning. We help clients design, manage, and oversee digital asset portfolios using clear frameworks and risk-aware decision-making.
Benefits
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Secure wallet and exchange configuration
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Portfolio structure and exposure controls
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Ongoing advisory and risk oversight
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Long-term digital asset strategy planning
SPECIALIZED SERVICES
Retirement & Legacy Planning
Integrated retirement and legacy planning for families, entrepreneurs, and investors with complex wealth, including digital assets. We align income strategy, asset exits, tax planning, and family transfer into a coordinated framework.
Benfits
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Tax-efficient retirement income alignment
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Digital asset and business exit planning
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Structured legacy and beneficiary frameworks
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Coordinated long-term wealth continuity
SPECIALIZED SERVICES
Trading & Wealth Systems Memberships
Rules-based options and wealth systems advisory designed for disciplined capital growth and risk control. This service supports clients seeking consistency, structure, and integration of trading into a broader wealth strategy.
Benifits
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Rules-based options strategy frameworks
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Ongoing performance and risk reviews
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Capital allocation and discipline systems
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Integration with long-term wealth planning
CLIENT FEEDBACK & RESULTS
Let’s Build What’s Next. Whether you’re scaling, protecting, or transforming—clarity is the first move
5818 Highland Shoppes Dr
Ste C5 #175, Charlotte, NC 28269
Or send a message below to explore what’s possible.