Tax Planning & Preparation
Full-service US tax preparation for complex individual and business portfolios.
View ServiceOur Services
Comprehensive finance operations, delivered by specialists.
Whether you need seasonal tax capacity or a fully managed finance function, we right-size every engagement with secure workflows and measurable outcomes.
Talk to a solutions expertFinance & Accounting
Month-end close, management reporting, and day-to-day bookkeeping handled by senior specialists.
View ServicePayroll Management
Multi-state payroll administration with compliance and reporting built in.
View ServiceInternational Tax
Advisory and compliance for inbound and outbound US structures.
View ServiceAudit & Assurance Support
Experienced teams preparing workpapers, confirmations, and walkthroughs so your partners stay focused on clients.
View ServiceCFO Advisory
Fractional CFO support that delivers forward-looking financial insight without a full-time hire.
View ServiceStrategic Advisory for CPA Firms
Operational consulting to enhance efficiency, profitability, and client experience for modern CPA practices.
View ServiceCapability matrix
A comprehensive overview of our service offerings and key capabilities.
Service
Key Capabilities
Tax Planning and Preparation
Individual & business tax returns, tax planning & strategy, SALT services, not-for-profit returns, estate & trust returns
Finance and Accounting Services
Day-to-day transaction recording, bank reconciliation, A/P & A/R management, financial statement preparation
Payroll Management
Payroll processing & tax filing, direct deposit, compliance & reporting, employee benefits management
International Taxation Services
Transfer pricing compliance, inbound & outbound tax advisory, foreign tax credits, withholding tax advisory
Audit and Assurance Support Services
Audit preparation & planning, data organization, documentation & workpapers, reconciliation & verification
CFO Advisory
Financial strategy & planning, cash flow management, investor reporting, M&A advisory
Strategic Advisory for CPA Firms
Process optimization & automation, workforce planning, tax & audit support, quality control & risk management
Engagement model
Our blended delivery model connects client success leads, delivery pods, and specialists across tax, finance, audit, and technology to provide a seamless experience.
Step 1
Discovery & alignment
We run structured workshops to map objectives, current workflows, security requirements, and measurement.
Step 2
Secure transition
Our team provisions access, documents SOPs, and establishes a communication cadence with clear SLAs.
Step 3
Delivery & improvement
Dedicated pods execute work, share insights, and iterate on automation opportunities with quarterly reviews.
Let's tailor a delivery model for your team
Share your current challenges and we'll build a phased engagement plan that aligns with your deadlines, systems, and confidentiality requirements.