Tax · Advisory · Fractional CFO

Accounting that grows with you.

Full-service accounting and tax strategy for growth-stage companies, founders, and high-income professionals. Proactive advice, not just annual filings.

Book a Discovery Call → Our Services
⏰ Tax Season 2026

Filing deadline April 15, 2026. Extensions accepted through April 1. Book your strategy session now — January–March calendar books 3 weeks out.

Services

One team for the three things most founders outsource to three different providers.

📊

Tax Strategy & Prep

Year-round tax planning, not just April scrambling.

  • S-Corp / LLC / C-Corp structuring
  • Federal & 50-state filings
  • R&D credit optimization
  • IRS audit defense
🧾

Bookkeeping & Controller

Clean books, monthly close, decision-ready P&Ls.

  • Full-service bookkeeping
  • Monthly close & reconciliation
  • AR/AP management
  • Payroll + 1099 processing
💼

Fractional CFO

Board-ready forecasts and fundraise support without a full-time CFO.

  • Budget & 3-year forecast
  • Investor reporting pack
  • M&A diligence support
  • Treasury + cash management
🌐

International Tax

For global founders and cross-border businesses.

  • FBAR / FATCA compliance
  • Foreign entity formation
  • Expat tax (Form 2555/1116)
  • Transfer pricing studies

Industries we serve

Specialized experience so your accountant actually understands your business.

💻
SaaS / Tech
140+ clients
🛒
E-Commerce
80+ clients
🏥
Healthcare
45+ practices
🏗️
Real Estate
60+ investors
🎬
Entertainment
Creators & studios
🏭
Manufacturing
R&D credit specialists
🔒

Your 24/7 Client Portal

Every document, every return, every conversation — in one secure place. No more emailing W-2s across 4 threads.

  • Drag-and-drop document upload
  • E-signature on all returns
  • Real-time filing status tracker
  • Annual tax document archive
  • Direct chat with your assigned CPA
Request Portal Access →

Your team

Three partners, 12 CPAs, zero junior-staff churn on your account.

👩🏽‍💼

Elena Vasquez

CPA · Partner

Tax strategy. 19 years. Former Big 4.

👨🏼‍💼

Daniel Park

CPA · CFP · Partner

High-income individuals + estate.

👩🏻‍💼

Priya Kapoor

CPA · Partner

Fractional CFO + SaaS specialist.

👨🏾‍💼

Marcus Johnson

CPA · Senior Manager

International tax + expat.

30-minute discovery call. No cost. No pitch deck.

We'll review last year's return, flag 2–3 tax savings opportunities, and tell you whether we're the right fit. If we're not, we'll refer you.

Book Discovery Call →📞 (415) 555-0410
⚡ Built on NetWebMedia CMS