Who We Serve
Accounting and tax built around who you are.
The right financial plan depends on your situation, not just your industry. An agency owner deciding on an S-corp election, a physician juggling K-1s and multi-state returns, and a real estate investor timing a 1031 exchange each need a different playbook. Start with the page written for you.
Every engagement is partner-led and scoped to your specific business. Don't see yourself below? Tell us, we work with most small businesses and individuals.
Accounting & Tax for Marketing & Creative Agency Owners
Bookkeeping, tax, and CFO support tailored to retainer-led, contractor-heavy agencies. CPA-signed filings, partner-led engagement, fixed monthly retainer.
Learn moreAccounting & Tax for Doctors, Lawyers, Dentists, and Partners
Personal tax, business tax, and integrated wealth planning for high-income professionals. K-1s, equity comp, AMT, multi-state, under one partner-led engagement.
Learn moreAccounting & Tax for Real Estate Investors and Operators
1031 exchanges, cost segregation, passive activity loss planning, real estate professional status, and K-1 coordination, all under one engagement.
Learn moreAccounting & Tax for Restaurant Owners
Multi-unit consolidation, tip-credit optimization, multi-state payroll, food and labor cost dashboards. Built for single-location to multi-unit operators.
Learn moreTax & Financial Planning for High-Net-Worth Individuals
Equity comp, K-1s, multi-state residency, retirement plan design, charitable and estate strategy, coordinated under one partner-led, fee-only engagement.
Learn morePrefer to browse by industry?
We also organize our work by vertical: law firms, e-commerce, real estate, restaurants, healthcare practices, and more.
Not sure where you fit? We work with most small businesses and individuals. Get in touch.