Services
Tax and advisory services designed for clarity.
Every engagement starts with a conversation about your goals. Pricing is fixed and quoted upfront after a brief scoping call.
Tax Planning
Year-round tax strategy that fits your life and business. We model scenarios before you make the decision — not after.
- Multi-year tax projections and scenario modeling
- Entity structure and S-corp election analysis
- Equity compensation (RSU, ISO, NSO) planning
- Retirement contribution strategy (Solo 401(k), SEP, defined benefit)
- Quarterly estimated payment calibration
Tax Preparation
Accurate, signed-off-by-Andrew tax returns with clear explanations of what changed and why.
- Form 1040 — individual and joint
- Form 1065 — partnerships & multi-member LLCs
- Form 1120-S — S corporations
- Form 1041 — trusts and estates
- Multi-state and non-resident returns
Business Advisory
A finance partner in your corner — for the questions that don't have a clean answer in the tax code.
- Cash flow forecasting and runway planning
- Profitability and pricing analysis
- Owner compensation and distribution strategy
- KPI dashboards and monthly review meetings
- Buy/sell, partner buy-in, and succession analysis
Entity & Startup Setup
Start clean. We help new businesses set up the right structure, accounts, and bookkeeping from day one.
- Choice of entity (LLC, S-corp, C-corp)
- EIN, state registrations, and S-corp election
- Accountable plan and reasonable comp memo
- Chart of accounts and bookkeeping setup
- First-year tax calendar and compliance map
Not sure where to start?
Book a free 30-minute consultation and we'll point you in the right direction — whether you end up working with us or not.