Our services

A full-service CPA firm, tailored to you.

No two businesses are alike. From year-round tax planning to audits, bank consulting, and fractional CFO work, our services fit the structure and practices of your business and your industry.

Schedule a consultation See every service

Industries we know best

Specialty services

What we do for our clients.

A bright meeting room with a mountain view, ready for a planning meeting

Advanced tax planning

Strategies that legally reduce what you owe and improve your financial outcome, with regular planning meetings and the savings of every option written down.

Income tax planning. Forecasts and options before year-end.
Estate and wealth planning. Working with estate attorneys to limit estate taxes.
Business sales and acquisitions. Exit planning and acquisition analysis.

Explore tax planning

Tax returns, folders and a laptop on a desk in a bright office

Tax compliance

Accurate reporting, on-time filing, and the right payments, so you avoid penalties and capture every deduction and credit.

Income tax returns. Federal and state, for individuals and businesses.
Sales, use, and property tax. Across every jurisdiction you file in.
Estate and gift tax, nexus, and audits. Including IRS and state audit support.

See tax compliance

A modern meeting space with a chart on the screen

CFO advisory

Expert financial leadership for budgeting, cash flow, and planning, without the cost of a full-time CFO.

Forecasts and budgets. Plan ahead and adapt as markets change.
Internal controls. Safeguard assets and prevent fraud.
Incentive compensation. Plans that align your team with your goals.

See CFO advisory

A desk with a loan file and a calculator in a bright office

Bank consulting

Help for businesses and nonprofits with loan applications, financial planning, and bank ratio monitoring, to secure better lending terms.

Loan application assistance. Requests coordinated with multiple banks.
Bank ratio monitoring. Know you qualify before you need to borrow.
GAAP financial statements. Your true financial picture, for lenders.

See bank consulting

Month-end reconciliations

Bookkeeping and monthly closing that keep your records accurate, organized, and ready for decisions, taxes, or an audit.

Reconciliations. Bank, revenue, and credit card accounts.
Close procedures. Receivables, fixed assets, payroll, and loans.
Monthly reporting. Financial statements with issues flagged early.

See month-end services

A tidy desk with folders and binders in a bright office

401(k) audits

An independent review of your 401(k) plan for ERISA compliance, accurate financial statements, and proper handling of participant contributions.

Regulatory compliance. IRS and DOL requirements met.
Operational review. Contributions, distributions, and eligibility.
Clear reporting. Insights to improve the plan.

See 401(k) audits

Audited financial statements on an auditor's desk

Nonprofit audits

An independent review of a nonprofit's financial records that verifies accuracy, confirms compliance, and keeps reporting transparent.

Financial statement and single audits. More than 20 years of experience.
Form 990. Reviewed and filed accurately and on time.
Board presentations. We walk your board through the results.

See nonprofit audits

A notebook and a tablet showing a growth chart on a desk

Transaction advisory

Advice for owners selling a business and for buyers making an acquisition, so the deal is structured for the best after-tax result.

Structuring a sale. Asset or stock sale, price allocation, earn-outs and seller financing.
Structuring a purchase. A deal you can finance, with the tax benefits you paid for.
Quality of earnings (QofE). An independent check that the earnings hold up.

See transaction advisory

Specialized services

Strategies that used to require a much larger firm.

Because we share specialists and resources with CPA firms in other markets through Linked Accounting Alliance, we now offer services that no single firm could staff on its own.