Who We Serve
Accounting and tax built around who you are.
The right approach 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 tax 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 Planning & Compliance for High-Net-Worth Individuals
Equity comp, K-1s, multi-state residency, retirement plan tax analysis, 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.
None of the above
If none of these is quite you, say so.
These are starting points, not boxes we sort people into. Describe what your year looks like, the entities, the income mix, the thing that keeps getting deferred, and we will point you at the right page or tell you it's a different conversation entirely.
A short call, and you'll know either way.