Business owner reviewing financial reports on a laptop at home

Tax & Accounting for
Businesses and Individuals

An online CPA firm for all 50 states. Get an instant estimate, try our free tax calculators, and start online with a CPA responsible for your engagement.

Business Solutions Personal Solutions Wealth Advisory

Advisors reviewing business financial information

Tax & Accounting Solutions for Businesses.

Running a business takes more than an annual tax return. You need current financial information, a plan for taxes, and an accounting team that understands the decisions you’re making.

OICPA connects bookkeeping, business tax, and advisory support so your records and tax planning work together. From payroll and monthly close to cash forecasts and growth decisions, choose the support your business needs.

Tax Strategy Bookkeeping Outsourced Accounting IPO Readiness

Business Solutions

Tax & Accounting for Your Industry

Construction Manufacturing & Distribution Technology & Software Small Businesses Real Estate Investors Professional Services Healthcare, Medical & Dental E-Commerce & Retail Restaurants & Food Service Nonprofit Organizations

Explore All Industries

Planning a Nasdaq or NYSE American IPO?

Prepare the accounting records, audit support, and financial reporting needed for a public listing. Explore the roadmap for U.S. companies and companies listing from abroad.

See the IPO roadmap Start with a readiness assessment

U.S. GAAP or IFRS financial statements ready for a PCAOB audit
S-1 or F-1 financial sections through SEC comments
Built for Nasdaq's 2026 listing rules
10-K / 10-Q or 20-F reporting after you list
Income tax provision and technical accounting memos

Tax Advisory & Preparation for Individuals and Families.

A change in income, a property sale, equity compensation, or a family milestone can affect more than one part of your tax return. Get advice before those decisions turn into filing-season surprises.

We review your personal tax picture alongside business interests, investments, and family priorities. Your service scope can include tax preparation, ongoing planning, or a focused review of a specific decision.

Tax Planning Individual Tax Preparation Stock Compensation Rental Properties Foreign Tax Reporting Estate & Trust Filings Multi-State Filings Cost Segregation

Personal Solutions

A home representing personal and family financial planning

Tax Planning for Your Wealth and Legacy.

Your long-term plans bring business ownership, retirement savings, real estate, and family decisions together. Those plans work better when the tax implications are part of the conversation.

We coordinate tax planning with your legal and financial advisors, helping you evaluate choices and organize the work needed to put a plan into action.

Retirement Planning Wealth & Legacy Planning Estate & Trust Compliance

Wealth & Legacy Services

Common client situations

Illustrative scenarios showing how the services can fit together. These are not client testimonials.

Small business owner checking orders at a shop counter

Nine months behind, with a return due

Online store · S corporation · Shopify and Amazon

The situation

The owner had stopped bookkeeping when sales took off. Deposits were recorded as sales, so the books didn't match the 1099-Ks, and the 1120-S was due in six weeks.

Suggested approach

Rebuilt nine months from Shopify, Amazon and bank statements, with sales recorded gross and fees separated
Filed an extension, then prepared the 1120-S from reconciled books
Moved the store to monthly bookkeeping with a clearing account for each payout source