From attestation engagements and strategic tax planning to advisory services with real capital markets expertise — we deliver the full spectrum of CPA services with a modern, technology-driven approach.
Independent, objective assurance services that strengthen stakeholder confidence. Our audit and attestation practice delivers the rigor of a top-tier firm with the responsiveness of a boutique practice.
Full-scope financial statement audits for organizations of all sizes. Industry expertise across nonprofit, construction, real estate, and emerging technology sectors.
Learn More →Limited assurance engagements providing meaningful confidence in financial statements at a fraction of a full audit — ideal for lending requirements and stakeholder reporting.
Learn More →Professionally prepared financial statements from management-provided data. Cost-effective solution for internal reporting, small business needs, and bank presentations.
Learn More →Targeted, customized engagements designed to address specific areas of concern. Flexible scope tailored to exactly what stakeholders need to know.
Learn More →Audit, review, compilation, tax and board-reporting support for common interest realty associations, HOAs, condo associations and co-ops.
Learn More →Strategic tax planning that independently creates value — not just compliance. Specialized expertise in digital assets, active trader taxation, and complex financial instruments that most firms can't touch.
Proactive, year-round tax planning that identifies savings opportunities before they expire. Entity structure optimization, multi-state planning, and strategic initiatives for business owners.
Learn More →Accurate, timely preparation for individuals, businesses, partnerships, and trusts. Every return receives partner-level review and is backed by our quality guarantee.
Learn More →Specialized DeFi, staking, and mining tax reporting from a CPA who actually trades digital assets. Cost basis tracking, wallet reconciliation, and IRS-compliant reporting.
Learn More →Expert representation before the IRS for audits, collections, liens, and levies. We negotiate on your behalf and work toward the most favorable resolution possible.
Learn More →Mark-to-market elections, trader tax status qualification, wash sale management, and Schedule C optimization for active traders and investors.
Learn More →Timely filing and strategic analysis of Section 83(b) elections for restricted stock, startup equity compensation, and partnership profits interests.
Learn More →Accelerate depreciation deductions on commercial and residential rental properties through engineering-based cost segregation analysis. Maximize cash flow from real estate investments.
Learn More →Every engagement includes year-round support.
Form 1040 with Schedule C for sole proprietors, freelancers, and self-employed professionals.
Final fee based on complexity of schedules and state filings
S-Corp, C-Corp, Partnership, and LLC returns with full compliance and strategic filing.
Final fee based on entity type, revenue, and transaction volume
Choose the level of partnership that fits your business. Every tier builds on the last — upgrade anytime as your needs evolve.
Annual tax preparation and filing for business owners who need it done right.
Year-round CPA relationship with proactive planning and ongoing support.
Complete accounting solution for business owners who want hands-off financial management.
All pricing is subject to engagement letter. Final fees determined after initial consultation based on complexity, transaction volume, and scope of services. Crypto and digital asset returns may require additional reconciliation fees. Multi-state filings billed separately where applicable.
Beyond the numbers — strategic advisory services that combine traditional CPA expertise with real-world capital markets experience. Your trusted partner for growth, compliance, and financial transformation.
Fractional CFO capabilities without the full-time cost. Financial modeling, cash flow management, KPI dashboards, and strategic financial leadership for growing businesses.
Learn More →Leveraging capital markets experience to provide guidance on capital formation, investor reporting, regulatory compliance, and transaction support.
Learn More →Operational assessments, process improvement, internal control design, and strategic planning to drive efficiency and profitability across your organization.
Learn More →Holistic financial planning including retirement strategies, estate planning guidance, and coordination with your investment advisors for comprehensive wealth optimization.
Learn More →Tax planning, tax preparation, audits, reviews, compilations, crypto tax, trader tax, cost segregation, IRS resolution, virtual CFO, capital markets advisory, and business consulting.
Yes. The practice supports proactive tax planning, entity structure review, year-round advisory, estimated tax planning, and return preparation for individuals and businesses.
Yes. Specialized services include trader tax status analysis, Section 475 planning, wash sale issues, crypto cost basis, wallet reconciliation, staking, mining, DeFi, and digital asset reporting.
Start with a proposal request or consultation so the firm can review your tax, audit, advisory, accounting, or industry-specific needs and recommend the right engagement scope.
Schedule a consultation to discuss your needs and discover how our unique combination of accounting expertise and capital markets experience can benefit your situation.
Tax strategy, capital markets insight, and planning moves — straight from Kurt's desk, monthly.