Value Added Planning and Preparation

We do more than simply process individual tax returns. We prepare and plan for your personal financial evolution.

WHO WE SERVE

From individuals and families to corporations, LLCs, nonprofits, trusts and estates, we’re strategic collaborators with long-term relationships and lasting success.

High income earners and accomplished professionals (and their families) looking for lasting accounting relationships and solutions.
Executives with complex financial needs and tax obligations, including significant stock options.
Established businesses with revenues between $1 million and $50 million in revenue.
Enterprising startups and high growth firms with proactive, forward-thinking, relationship-driven perspectives.

We are your team of trusted, seasoned professionals crafting innovative, customized tax plans specific to your needs and goals. As you thrive, grow and change, professionally, personally or in business, we’re there for you with comprehensive tax and accounting services that account for possibilities and your potential futures.

PERSONAL & BUSINESS TAXES

Deep Insights, Innovation and Assurances

PERSONAL TAXES

Working with individuals, families, small business, estates and trusts, we account for what’s possible with insights and strategic tax plans designed for your specific needs and situations. We’re not just tax preparers, but partners in tax and accounting. Our comprehensive solutions optimize returns and minimize obligations, facilitating generational wealth and preserving the integrity of everything you’ve worked so hard to create. Our licensed tax and accounting professionals provide multidisciplinary expertise and insights for the customized and strategic guidance you need to ensure the continued and lasting management of your wealth and your estate.

Personal Tax Services Include:

Tax Preparation and Planning, Estate [and Trust] Taxes, Planning Charitable Giving, Tax Resolutions and Compliance

Our Lasting Clients Include:
Individuals, Executives, Small Business Owners or Consultants, High Earners, Stock Compensated Professionals, Estates/Trusts

BUSINESS TAXES

Our team aligns expertise in tax, technology and accounting with your business. Together, we coordinate services and strategies specific to your tax and operational requirements. Our leading finance, tax and accounting professionals give you the confidence and perspectives to operate more effectively with strategies designed for your operations to truly thrive.

Business Tax Services Include:

Corporate Tax Planning and Preparation, Asset and Liability Assessments, Payroll Taxes, Property Taxes, Special Taxes and Fees, Sales and Use Taxes, International Taxes, Small Business Taxes

Our Lasting Clients Include:
Agricultural Operations, Professional Services Firms, Technology Startups, Real Estate Developers, Established Multinational Tech Firms, Construction/Manufacturing Operations, Cannabis Growers, Entrepreneurs and more

EQUITY COMPENSATION

Effective Navigation of Compensation Strategies

Companies leverage equity compensation and non-cash incentives to attract, retain and incentivize talented professionals. Optimize withholdings, understand taxable events, timing and the types of compensation with our skilled stock compensation and tax strategists.

ACCOUNTING SERVICES

Dynamic Solutions, Innovations and Foresight

Our diverse team of certified accounting and tax professionals offer decades of expertise and industry insight. Flexible, innovative and tech-forward we readily meet the demands and accounting requirements of dynamic industry, regulatory and operational landscapes.

More than insights and expertise, our firm is sized right, to provide you the right services at the right times with the right people. We know the value of strategic and insightful accounting solutions for growing or established businesses of any size. Our collaborative solutions are ready to address your critical accounting needs now and well into the future.

We are trusted partners, process-oriented advisors dedicated to your continued success with finance, tax, accounting, legal and consulting services that include:

Operations, Budgets and Forecasting
Financial Statement Analysis and Preparation
Audit Preparation and Coordination
Accounting Transaction Analysis
Mergers and Acquisitions Accounting
Business Valuations
Litigation Support
Back Office Accounting Support
Accounting Software Procurement and Implementation
Fractional Leadership Services (CFO)

Comprehensive Accounting Explained

A comprehensive approach to accounting and tax includes all elements associated with your accounting needs. Our teams operate free of silos or business units, offering our expertise and insights to every client, facilitating a holistic, comprehensive perspective for solutions that incorporate a range of insights often unavailable with other accounting firms. Sometimes, comprehensive approaches are gleaned from the unlikeliest of perspectives. We value the diversity of insights our teams and specialists provide. The collegiality and collaboration of our firm translates to a deep well of knowledge, placing decades of experience at your service. This is collaborative, innovative accounting.

ATTESTATION & AUDITS

Industry Standards are Important, And Our Speciality

ATTESTATION

Our licensed, certified public accountants maintain the expertise, education and oversight to conduct attest engagements in accordance with industry standards, as established by governing bodies and the states in which we operate.

Our attestation services apply the latest Generally Accepted Accounting Principles (GAAP) – the commonly followed accounting rules, requirements and practices established by governing accounting standards boards applied across industries in the United States and adopted by the U.S. Securities and Exchange Commission.

Attestation Services Include:
Financial Statement Reviews, Examinations of Prospective Financial Information, Engagements Performed Pursuant to PCAOB, Compiled Financial Statements, Financial Forensics Services

AUDITS

Identify procedural deficiencies, clarify best practice components, ensure compliance and establish the highest operational standards and quality controls in the industry with our collaborative and experienced auditing specialists.

Strong internal controls reduce the risk of errors and fraud. Informed by current industry standards, regulations and best practices, our auditors evaluate effectiveness of your internal controls to ensure proper and adequate function. Comprehensive documentation of procedures performed, results obtained and significant findings discovered are delivered in order for organizations to effectively address concerns and resolve issues uncovered during the audit.

RSU, NSO, ISO, QSBS

Optimized Structures, Timing and Compliance

The range of equity or stock compensation can be boggling for even the savviest of individuals or teams. Startups, established businesses and stock-compensated professionals continue to trust the expertise and insights of our equity compensation specialists.

ESTATE PLANNING

Custom Solutions for Unique Estates

Proper planning is key to favorable outcomes. Ensure lasting and uncompromised value of your estate while minimizing your lifetime tax burden with our decades of estate, tax and accounting expertise. From assessments and evaluations of tax obligations, to beneficiary designations and trusts, our custom solutions provide maximum benefit for your unique estate and family situations.

Estate Planning is Legacy Planning

You can reduce costs and maximize the value of your estate with our long term tax and optimization strategies. Find clarity and understanding around the legal responsibilities, tax obligations and fiscal ramifications of your estate decisions.