Services
What we do for businesses, households, and nonprofits.
Five service lines, one CPA. Each page covers scope, who it serves, and how it is priced.
01
Accounting & bookkeeping
Monthly close, payroll, AP/AR. Clean books you can read without a translator.
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02
Tax prep & planning
Federal, state, multi-state. Quarterly check-ins so April never surprises you.
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03
Business advisory
Entity structure, cash-flow planning, and owner compensation strategy. Ongoing strategic advisory.
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04
Consulting
Systems setup, software migrations, due diligence - project work, scoped flat-fee.
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05
Financial planning
Personal tax + retirement, RSU strategy, real estate. For high-income households.
Learn moreNot sure which fits?
Book a free 30-minute consult to discuss your situation.
Many engagements span more than one service line. On a brief call, we will identify the right scope of work - or refer you to a specialist when we are not the appropriate fit.