Your tax department from formation through exit.
Corporate tax, R&D credits, international tax, state and local tax, founder tax, S-corp and partnership tax, and bookkeeping support.
Who we work with.
Growing companies and their founders — across the situations that get complicated fast.
Early-stage companies
Formation, first hires, fundraising.
Growing businesses
Multi-state operations, hiring, expansion.
Complex ownership
Founders, investors, equity, acquisitions.
Established companies
Ongoing planning, compliance, strategic advice.
One price. The whole year.
From$3,400/ year
Tax preparation, planning, and questions throughout the year — covered by one annual fee. Final pricing depends on your complexity.
Some early-stage companies may qualify for introductory pricing.
Tax and accounting, under one roof.
Senior-level work across the areas that matter most to growing companies and the people who own them.
Business Tax
Federal and state income tax compliance and planning for growing companies.
Federal & state returns, planning, DE franchise tax.
R&D Credits
R&D credit studies and research expense analysis — included in the tax prep or stand-alone.
Credit studies — in the prep or stand-alone.
International Tax
Foreign subsidiaries, contractors abroad, and the cross-border reporting. Foreign-owned SMLLC reporting. FBAR.
Cross-border reporting — 5471/5472, FBAR, SMLLCs.
State Nexus & Compliance
Nexus studies, registrations, and the multi-state compliance that comes with selling and hiring across state lines.
Nexus studies, registrations, multi-state compliance.
Founder & Owner Tax
Personal returns, equity, and the decisions that connect the company to the people who own it — especially around an exit.
1040s, equity, QSBS — through an exit.
Transaction & Growth Advisory
Entity selection, business acquisitions, fundraising readiness, tax elections, and planning for major business milestones.
Entity selection, acquisitions, elections.
S Corp & Partnerships
Flow-through entities and K-1s: elections, allocations, basis tracking, and the owner-level mechanics behind them.
Elections, K-1s, basis, reasonable comp.
Bookkeeping & Accounting Support
Full-service bookkeeping and strategic accounting support.
Monthly close & accounting support.
Depth for what comes next.
The technical work later-stage companies actually need — named plainly, handled in-house.
ASC 740Tax provision
Prepared and coordinated with your audit firm.
Multi-entityConsolidated returns
One reconciled return across entities and states.
Sec. 382Ownership-change studies
Protecting your NOLs through each round.
EquityStock-based compensation
The book-tax difference calculated and reconciled.
What working with us is like.
Deep technical tax expertise paired with modern tools — so you get proactive advice, not just a tax return.
Message your advisor.
Chat, Slack, email, or schedule a call — year-round, not just at filing time.
You always know exactly what's needed.
Track your returns, upload what's needed, add your questions.
Fixed annual fees
Predictable pricing, scoped up front.
Proactive guidance
We reach out before deadlines become problems.
Founder-led oversight
The people you meet stay involved.
Work with us in the tools you already use.
One place for files, messages, estimates, and deadlines.
Questions founders ask us.
Absolutely. Tax questions rarely arrive on a predictable schedule — they come up when you're hiring, raising capital, issuing equity, or expanding into a new state. That's why our clients have access to us throughout the year, not just at filing season.
Most clients hear from us the same business day. We communicate by email, Slack, phone, text, or the client dashboard — whichever fits the situation. You'll work directly with the professionals on your account, never a generic support inbox.
That's common. We regularly work alongside bookkeepers, controllers, fractional CFOs, and internal finance teams — and coordinate with them directly so tax stays low-friction for you.
No. Tax returns, technical tax work, and tax advice are prepared and reviewed in the United States by experienced US tax professionals.
We focus on the information that actually matters — not long, generic checklists. When access is available, we pull information directly from bookkeeping, payroll, and cap table systems instead of asking you to download reports we can obtain ourselves.
Let's make tax one less thing to worry about.
We'll learn about your company, answer initial questions, and tell you where we think we can help.