Services
Integrated advisory.
Fixed price services. With no surprises.
Tax, accounting, CFO oversight, and estate planning coordinated by a single senior team — so nothing falls between the cracks.
Business Tax Advisory
- Corporate and partnership tax returns
- ASC 740 tax provisions
- State nexus compliance review
Family Office Services
- Personal balance sheets
- Investment tracking
- Treasury management
Individual Tax Advisory
- High-net-worth tax planning
- Trust services
- IRS representation
CFO Advisory Services
- Financial planning and analysis
- Cash management
- Working capital optimization
Accounting Services
- General ledger and financial reporting
- Software workflow and implementation
- Business cost analysis
Payroll & HR Services
- Employee lifecycle management
- New-hire onboarding (I-9, W-4)
- Benefit administration with trusted partners
Strategies We Deliver
Financial and tax strategies, modeled before you decide
We bring board-quality insight and proactive planning to every engagement — not just compliance after the fact.
- Equity Compensation
- Real Estate Tax Planning
- Charitable & Philanthropic Giving
- Retirement, Roth & Plan Design
- Estate, Gift & GST Planning
- State Nexus & Domicile Planning
Client Accounting Services
Pricing options
Fixed pricing for ongoing client accounting engagements.
Quarterly Accounting
Core bookkeeping. Reliable records.
- Bank and credit card feeds
- Transaction coding
- Monthly or quarterly reconciliations
- Standard P&L and balance sheet
- Sales tax coordination
- Payroll posting coordination
- Year-end cleanup and CPA hand-off
Monthly Accounting
Closing, reporting, and oversight.
- Everything in Quarterly, plus:
- Monthly close checklist and review
- Management reporting with commentary
- Cash flow summary
- Variance review
- AR / AP oversight and aging review
- Quarterly check-in
CFO Oversight
Strategic finance leadership.
- Everything in Monthly, plus:
- CFO reporting and oversight
- Advisory meetings
- Annual budget and rolling forecast
- Budget vs. actual review
- Tax planning coordination
- Strategic finance guidance
Pricing note. Final pricing depends on transaction volume, entity structure, number of accounts, payroll / AP / AR complexity, cleanup needs, and meeting cadence. Tax return preparation and special projects are scoped separately. Engagements do not include audit or assurance services.
Tax Services
Pricing options
Service levels for taxpayers and business owners.
Tax Planning & Compliance
Accurate filings. Clear deadlines.
- Annual individual or business return preparation as scoped
- Electronic filing and client copy delivery
- Basic filing questions and deadline management
- Mid-year and/or year-end tax projection
- Estimated tax and withholding review
- Entity, compensation, and retirement plan coordination
- K-1 and Schedule C activity add-ons as applicable
- Written planning summary or action list
Strategic Tax Advisory
Ongoing strategy. Integrated advisory.
- Everything in Tax Planning & Compliance, plus:
- Multi-entity and partner / shareholder tax planning
- Transaction, acquisition, sale, or restructuring tax modeling
- Multistate tax nexus and allocation considerations
- Foreign reporting coordination (Form 5471/5472, FBAR)
- Tax notice strategy and issue escalation support
- Coordination with attorneys, wealth advisors, and finance teams
- Quarterly advisory meetings or scheduled planning calls
Pricing note. Final pricing depends on number of returns and states, entity structure, K-1s, rental / Schedule C activity, bookkeeping readiness, foreign reporting, notices / amendments, deadlines, and advisory cadence. Audit representation, formal tax opinions, valuation work, and special projects are scoped separately.
Schedule a Call
Let's talk about your numbers.
Schedule an introductory call. We'll learn about your situation and show you how an integrated team can simplify your tax, accounting, and advisory work.