Individual, business, and international tax work from a senior finance operator who knows your numbers all year. For individuals, families, founders, self-employed professionals, and businesses in all 50 states, handled fully remotely.
Accurate, on-time filing at any level of complexity: W-2, self-employed, rental income, or multiple states.
Year-round planning that helps you avoid surprise bills, adjusted as your income changes.
ISO, NSO, and RSU planning for founders and tech employees, including AMT exposure analysis.
For people who live, work, or hold business interests in more than one state.
Entity-level returns for S-Corps, C-Corps, LLCs, and partnerships, filed on time with full workpapers.
Proactive structuring decisions: entity selection, owner pay, and multi-year planning.
Identify and document savings your company may already qualify for.
End-to-end compliance across sales tax, information returns, and vendor obligations.
Compliance for individuals and companies with foreign accounts, subsidiaries, or cross-border ownership.
Tax support for companies operating in Mexico, India, Europe, and Asia, including transfer pricing documentation.
Simple, predictable, and transparent, from first call to filed return.
We review your situation, last year's return, and anything that changed, like equity, a new business, or a move.
You get a tailored document checklist and a fixed fee before any work begins.
We prepare your return, walk you through it, and e-file once you approve.
Individuals and households, self-employed professionals, founders and executives with equity compensation, and small businesses structured as S-Corps, C-Corps, LLCs, or partnerships.
Each engagement is quoted up front after a free discovery call, based on the complexity of your situation. You'll know the fee before any work begins.
Yes. We model ISO and NSO exercise timing, AMT exposure, RSU withholding gaps, and 83(b) elections so there are no surprises at filing time.
Yes. We prepare federal and state returns for clients in all 50 states, including multi-state situations like part-year residency, moves, and remote work. Documents, e-signatures, and review calls are all handled remotely.
Your prior-year returns plus this year's W-2s, 1099s, K-1s, and brokerage or equity statements. After the discovery call we send a checklist tailored to your situation.
Yes. Monthly bookkeeping or CFO support can start anytime, and clean monthly books also make next year's return faster and more accurate.
Once we've done your taxes, we know your books. If your financials need work, whether that's messy books, no budget, or no cash visibility, ask about monthly support.