Everything a growing business and its owners need from a CPA.

Entity selection, federal and multi-state returns, and year-round planning so April is a formality.

Best for S-corps, partnerships, and LLCs from $500k to $40M in revenue

• Forms 1120-S, 1065, and 1120
• Multi-state nexus and apportionment
• R&D and energy credits
• Quarterly estimate planning

Returns for owners, executives, and families with K-1s, equity compensation, and rental property.

Best for Households with business, investment, or multi-state income

• Form 1040 and state returns
• RSU, ISO, and ESPP planning
• Rental and K-1 reporting
• Gift and trust returns

Monthly close, cash-flow forecasting, and a seat at the table for pricing, hiring, and financing decisions.

Best for Growing companies without a full-time finance lead

• Monthly financial package
• 13-week cash forecasts
• KPI dashboards
• Lender and investor reporting

Clean books every month in QuickBooks Online or Xero, reconciled and reviewed by a CPA.

Best for Businesses that want their books handled, not just checked

• Monthly reconciliation
• AP and AR support
• Payroll and 1099 filing
• Sales-tax filings

Valuation readiness, buy-sell agreements, and tax-efficient transitions to family, partners, or buyers.

Best for Owners five to ten years from a transition

• Quality-of-earnings preparation
• Buy-sell and ownership modeling
• Installment and earn-out structuring
• Coordination with counsel and wealth advisors

Notices, audits, and payment plans handled by people who answer the phone.

Best for Anyone with a letter they'd rather not open

• Notice response
• Audit representation
• Penalty abatement
• Installment agreements