Who We Serve
Individuals & the businesses they run.
Most of our clients are both — a household and a small business under one roof. We work the whole picture.
Individuals & Families
Returns that are actually explained — plus planning for the years that move: a home, a baby, equity comp, retirement.
Book a consult →Small Businesses & S-Corps
Clean monthly books, payroll, on-time business returns, and the entity and owner-comp moves that lower the bill.
Book a consult →Founders & Startups
From formation to first hire to first forecast — set the books, payroll, and tax up right the first time.
Book a consult →Industries we know.
We speak the language of these businesses — their margins, their seasonality, and their tax quirks.
Restaurants & hospitality
Construction & trades
Real-estate investors
E-commerce & SaaS
Healthcare practices
Professional services