Tax Planning
Review the tax effect of business decisions before you commit to them.
From $460 per quarterRun calculator
Tax, Accounting & Advisory Services
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Business Tax Advisory
Review business income, owner pay, and estimated taxes throughout the year.
From $360/monthBuild estimate
Retirement Planning
Compare retirement savings options with your income, business ownership, and employee needs.
From $680Run calculator
These suggestions help you browse. Each service page explains its scope, exclusions, and starting fees.
Business Solutions
From clean books to owner-level tax decisions, bring the finance work into focus.
Personal Solutions
Connect income, investments, family priorities, and the decisions ahead.
Wealth & Legacy
Get focused support for complex reporting, a property, or an important transition.
Pre-IPO & Capital Markets
IPO readiness, GAAP conversion, technical accounting, income tax provision, and SEC reporting support for companies preparing to list.
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39 services
Month-End Close Services
We reconcile accounts, record adjustments, and prepare monthly financial statements.
Close Process Design (one-time)From $720
Management Reporting & KPI Dashboards
Understand profit, cash flow, and operating results with monthly reports built around your business.
KPI Design & Reporting Package BuildFrom $880
Property-Level Accounting
Track rent, expenses, loans, and improvements separately for each property and ownership entity.
Property-Level Books SetupFrom $880
S-Corp Tax Filing (Form 1120-S)
Prepare Form 1120-S and shareholder K-1s, with a review of payroll, distributions, and supporting records.
Form 1120-S PreparationFrom $780
IRS & State Notice Response
Understand an IRS notice, check it against your records, and prepare a response to the issue raised.
Notice Review & Response (simple)From $320
Multi-State Business Tax Compliance
Identify your state filing obligations and prepare the agreed business tax returns.
Multi-State Nexus StudyFrom $720
Sales Tax Nexus & Registration
Review where your business may need to register, collect, and file sales tax.
Sales Tax Nexus StudyFrom $620
IPO Readiness Accounting
Prepare the books, financial statements, controls, and tax positions a public listing requires — alongside your independent PCAOB-registered auditor.
Written scopeScope-based quote
IPO Readiness Assessment
Find out how far your books, controls, and reporting are from what a PCAOB audit and an S-1 or F-1 will require — and what it will take to close the gap.
Written scopeScope-based quote
Technical Accounting Advisory
Get the hard accounting questions answered and documented before your auditor or the SEC staff asks them.
Written scopeScope-based quote
IPO Tax Provision & Structuring
Get the tax numbers in your financial statements right, and review the structure before the listing makes it harder to change.
Written scopeScope-based quote
SEC Reporting Support
A close and reporting process that meets public-company deadlines, quarter after quarter.
Written scopeScope-based quote
Business Tax & Compliance
Prepare business tax returns using reconciled books, asset schedules, and ownership records.
S-Corp / Partnership Return (1120-S / 1065)From $780
Tax Planning
Review the tax effect of business decisions before you commit to them.
Quarterly Tax Strategy SessionsFrom $460 per quarter
Bookkeeping
We record transactions and reconcile your accounts each month so your books stay current.
Monthly Bookkeeping, StarterFrom $290/month
Bookkeeping & Close
Keep daily transactions and month-end adjustments in one accounting process.
Monthly BookkeepingFrom $290/month
Business Advisory
Compare the costs, cash needs, and risks of a business decision using your actual financial results.
Pricing & Margin DiagnosticFrom $1,080
Real Estate / Cost Segregation Coordination
Plan and file taxes for rental property income, improvements, purchases, and sales.
Real Estate Tax Planning (per portfolio, annual)From $820/year
Business Tax Advisory
Review business income, owner pay, and estimated taxes throughout the year.
Quarterly Advisory RetainerFrom $360/month
Tax Compliance & Preparation
Prepare and file the tax returns agreed in your engagement, with payment instructions and a copy for your records.
Business Return (1120-S / 1065 / 1120)From $780
Outsourced Accounting
Put recurring accounting work in the hands of a team with defined tasks, review dates, and reporting responsibilities.
Outsourced Accounting, EssentialFrom $1,080/month
Personal Tax Advisory
Get tax advice on income changes, investments, property transactions, and family decisions.
Annual Personal Tax Advisory RetainerFrom $1,580/year
Personal Tax Strategy
Compare tax planning options for your household before a transaction or year-end deadline.
Equity Compensation Event PlanningFrom $580 per event
Individual & Family Tax
Prepare your individual income tax return using your household income, deductions, and tax records.
Individual Tax Preparation (1040), StandardFrom $320
Cost Segregation Coordination
Assess whether a cost segregation study fits your property and work with a qualified study provider.
Cost Segregation Feasibility ScreeningFrom $420
Foreign Tax Coordination
Review U.S. tax filing and reporting requirements for foreign income, accounts, and ownership interests.
FBAR (FinCEN 114) FilingFrom $140 per year
Estate & Trust Compliance
Prepare fiduciary tax returns and beneficiary reporting from trust or estate accounting records.
Form 1041 Preparation (Trust or Estate Return)From $620 per year
Payroll & HR Compliance
Review payroll records, tax filings, registrations, and reporting responsibilities with your payroll provider.
Payroll ProcessingFrom $120/month
Entity & Compliance
Track entity registrations, recurring filings, and ownership changes that affect your business.
Entity Formation (LLC or Corporation)From $480
Real Estate Management
Keep property accounting and owner reports organized across your real estate portfolio.
Property-Level Accounting (per property)From $110/month per property
Audit Readiness, Reviews & Compilations
Prepare financial statements and supporting records for the reporting or assurance service your business needs.
CompilationFrom $1,380
Wealth & Legacy Planning
Review the tax implications of retirement, family wealth, business succession, and estate planning decisions.
Estate & Gift Tax CoordinationFrom $1,080 per project
IRS Audit Representation
Respond to an IRS examination with organized records and representation within the agreed scope.
Audit Representation Engagement SetupFrom $620
M&A Due Diligence Support
Review financial records, working capital, and unusual transactions before buying or selling a business.
Diligence Readiness AssessmentFrom $2,280
Retirement Planning
Compare retirement savings options with your income, business ownership, and employee needs.
Retirement Plan Comparison & SelectionFrom $680
Nonprofit Tax & Form 990 Filing
Prepare nonprofit information returns from your financial records and organizational information.
Form 990-N e-PostcardFrom $120
R&D Tax Credit
Review research activities and project records to assess potential R&D tax credits.
R&D Credit Study & DocumentationFrom $1,680
1031 Exchange & Opportunity Zone Planning
Review the tax requirements and records for a proposed like-kind real estate exchange.
1031 Exchange PlanningFrom $1,380 per exchange
Catch-Up & Cleanup Bookkeeping
Bring overdue bookkeeping up to date by organizing records and reconciling each unfinished period.
Catch-Up and CleanupFrom $120 per month of books
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