We Are Entrepreneurs Serving Entrepreneurs

Meet Your Trusted TFW Advisor®

Ryan Sturgis, CPA

Certified Public Accountant (CPA)

Educational Background:

M.S. in Accountancy, New England College
B.S. in Accounting, Salem State University
Certified Public Accountant (CPA), Massachusetts

Service: U.S. Nationwide

Years of Experience: 10+ years

About Ryan

Ryan is a Massachusetts-licensed CPA with more than a decade of experience in tax and audit compliance for complex entities, including corporations, partnerships and multiemployer benefit plans. Building on this technical foundation, Ryan is now focused on proactive tax planning and advisory under the TFW/WealthAbility framework, helping entrepreneurs legally minimize tax liability and build wealth. He is committed to translating the tax code into practical strategies that clients can apply directly to their businesses and embraces Tom Wheelwright’s philosophy that the tax code is a system of incentives. Outside of work, he enjoys playing music, basketball, and spending quality time with his wife and two young children. Managing Partner David Hampson, an accomplished entrepreneur and multi-business owner, complements Ryan’s technical expertise with strong business development and operational leadership drawn from the aviation and insurance industries.

Expertise/Specialty:

Tax advisory for real estate investors (cost seg, entity structuring, passive/active planning)
Strategic planning for healthcare professionals (entity, retirement, benefits)
Advisory for tech entrepreneurs (R&D credits, capitalization, revenue systems)
Tax strategy for insurance agencies and other financial services businesses
Process design for document retention and data security

Get to Know Ryan

Favorite Clients to Work With:
Strengths:

Preferred Communication Style:

Ambitious business owners in healthcare, technology, insurance and real estate who value proactive planning, transparency, and results-driven planning.
  • Clear communicator who simplifies complex tax rules
  • Systems thinker with a documentation-first approach
  • Proven track record delivering results for diverse clients
  • Calm, steady mindset under pressure
  • Entrepreneurial perspective and proactive planning
Use email for documentation, video or phone calls for strategy sessions, and schedule regular check-ins to ensure consistency.

Ryan Sturgis

Why I Love Being a CPA for Entrepreneurs:

“Entrepreneurship is equal parts risk and execution, and I’ve lived the trade-offs—late nights, payroll weeks, and hard allocation decisions. What drives me is turning the tax code from noise into a practical playbook that preserves cash, funds the next hire, and accelerates growth. My role isn’t scorekeeping; it’s partnering—designing systems, anticipating risk, and stacking incentives in the client’s favor so they can focus on customers and operations. I value the “quiet wins” (clean books, smart entity choices, well-timed elections) because they compound into durable results. For me, being a CPA means standing alongside owners, so effort becomes momentum—and momentum becomes measurable value.”

Partner with a CPA Who Understands Entrepreneurs

Discover how personalized CPA services can elevate your business to new heights.