Tax Reduction & Compliance
For owners who want fewer surprises and more proactive tax decisions.
Quarterly tax forecast
Entity and owner-comp review
Year-end action plan
Business and personal filing map
OICPA advisory
Services
Tax, accounting, and advisory services organized in a simpler way.
Service architecture
A richer CPA service model for businesses and high-income clients.
OICPA combines planning, compliance, accounting operations, and advisory reporting so clients can see what is happening before tax season forces the issue.
Accounting Visibility
For companies that need books clean enough to support decisions.
Monthly close package
Reconciled balance sheet
AP/AR and cash visibility
Management reporting cadence
CFO & Growth Advisory
For teams making hiring, pricing, financing, or expansion decisions.
Cash-flow forecast
KPI dashboard
Scenario model
Owner and leadership review
Real Estate & Specialty Tax
For investors and operators with depreciation, basis, and entity complexity.
Cost segregation screen
Passive activity review
Property-level reporting
1031 and exit planning notes
Start with the broad service area, then move into the specific need.
Business Tax & Compliance
Parent category page for business tax planning, filings, specialty credits, and issue resolution.
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Bookkeeping & Close
Parent category page for cleanup, reconciliations, AP/AR, month-end close, and system setup.
Explore servicePayroll & HR Compliance
Category page for payroll processing, payroll tax filings, W-2/1099 support, and multi-state workforce issues.
Explore serviceCFO, Reporting & Advisory
Parent category page for forecasting, KPI dashboards, management reporting, and leadership finance support.
Explore serviceIndividual & Family Tax
Parent category page for 1040 strategy, trust support, estimate planning, and cross-border coordination.
Explore serviceWealth & Legacy Planning
Category page for estate, succession, retirement-plan, and family-tax coordination.
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Real Estate Management
Category page for property-level books, owner reporting, CapEx tracking, and entity structuring support.
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Entity & Compliance
Category page for formation, BOI reporting, annual maintenance, and multi-state entity support.
Explore serviceAudit & Assurance
Category page for audit, review, compilation, and internal-control support.
Explore serviceWhen to engage
Clients usually call when complexity starts costing real money.
These signals help visitors recognize themselves quickly and understand that OICPA is positioned for planning, not only preparation.
Your books are not ready until tax season is already stressful.
Revenue has grown, but estimates and owner cash planning feel unclear.
You own multiple entities, properties, or state filing obligations.
You want tax advice before large purchases, hiring, distributions, or liquidity events.
You need a CPA relationship that coordinates business and personal decisions.
You want visible deliverables instead of vague annual advice.
Use a dedicated page when the service need is already clear.
Business Tax Advisory
Quarterly tax leadership for owner-led businesses with active planning needs.
Explore serviceTax Planning
Quarterly planning, estimated tax strategy, and owner-level optimization.
Explore serviceTax Compliance & Preparation
Accurate filing execution aligned to accounting, documentation, and advisory decisions.
Explore serviceBookkeeping
Monthly close, reconciliations, and reporting for decision-ready operations.
Explore serviceBusiness Advisory
Entity strategy, cash flow decisions, and long-term growth guidance.
Explore serviceOutsourced Accounting
Controller-style accounting support, reporting governance, and close infrastructure.
Explore serviceFractional CFO Support
Forecasting, KPI cadence, and leadership reporting for growing teams.
Explore servicePersonal Tax Advisory
Year-round personal tax support for founders, executives, and complex households.
Explore servicePersonal Tax Strategy
Event-driven strategy for major household income, liquidity, and planning transitions.
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Foreign Tax Coordination
Cross-border filing and planning coordination for households with international exposure.
Explore serviceEstate & Trust Compliance
Trust and estate tax compliance support coordinated with legal and wealth advisors.
Explore serviceReal Estate Tax
Cost segregation coordination and tax strategy for real estate portfolios.
Explore serviceCost Segregation Coordination
Accelerated depreciation strategy coordinated with specialists and the broader tax roadmap.
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Need help choosing the right service?
We can help you identify the right starting point and the work that should sit around it.