Practical tax support
from formation through exit
Corporate tax, R&D credits, international tax, state and local tax, founder tax, S-corp and partnership tax, and bookkeeping support.Corporate, international, state & local tax, R&D credits, and founder tax.
Who we're for
Who we work with
Growing companies and their founders — across the structures that get complicated fast.
C corporation
Startups
Venture-backed or bootstrapped, formation through exit.
Venture-backed
Funded companies
Priced rounds, growing teams, multi-state footprints.
Individual · Form 1040
Founder returns
Paired with the business return we file.
Foreign-owned · SMLLC
Foreign-owned U.S. entities
Inbound founders and disregarded LLCs.
Fixed fees • Year-round support
Support beyond filing.
From$3,400/ year
Final pricing depends on your complexity.
Tax preparation, planning, and questions throughout the year, all covered by one annual fee.
Founders in their first year may qualify for introductory pricing.
What we do
Tax and accounting, under one roof
Senior-level work across the areas that matter most to growing companies and the people who own them.
Business Tax
Federal and state income tax compliance and planning for growing companies.
R&D Credits
R&D credit studies and research expense analysis - included in the tax prep or stand-alone.
International Tax
Foreign subsidiaries, contractors abroad, and the cross-border reporting. Foreign-owned SMLLC reporting. FBAR.
State Nexus & Compliance
Nexus studies, registrations, and the multi-state compliance that comes with selling and hiring across state lines.
Founder & Owner Tax
Personal returns, equity, and the decisions that connect the company to the people who own it — especially around an exit.
Transaction & Growth Advisory
Entity selection, business acquisitions, fundraising readiness, tax elections, and planning for major business milestones.
Advisory & Support
A partner on call between filings — for the decisions that don't wait for tax season. Fundraising, equity, an acquisition offer, or the IRS notice that just landed.
S Corp & Partnerships
Flow-through entities and K-1s: elections, allocations, basis tracking, and the owner-level mechanics behind them.
Bookkeeping & Accounting Support
Full-service bookkeeping & strategic accounting support.
Financial Planning
Financial planning and financial consulting services for growing businesses and their founders.
When tax gets complicated
Depth for what comes next.
The technical work later-stage companies actually need — named plainly, handled in-house.
ASC 740Tax provision
Prepared and coordinated with your audit firm.
Multi-entityConsolidated returns
One reconciled return across entities and states.
Sec. 382Ownership-change studies
Protecting your NOLs through each round.
EquityStock-based compensation
The book-tax difference calculated and reconciled.
How we work
What working with us is like
We pair deep technical tax expertise with modern technology — so you get proactive advice, not just a tax return.
Direct access
Message your advisor.
Chat, Slack, email, or schedule a call — year-round, not just at filing time.
Always clear
You always know exactly what's needed.
Track your returns, upload what's needed, add your questions.
Fixed annual fees
Most engagements are scoped up front with a predictable annual fee, so you can focus on decisions instead of tracking billable hours.
Proactive guidance
When tax law changes or we spot an opportunity that affects you, we reach out — before it becomes a missed election or a deadline. You shouldn't have to track tax law yourself.
Founder-led oversight
Every engagement receives senior-level attention from experienced tax professionals who remain involved throughout the work.
How we work
Work with us your way
One relationship. One place for messages, documents, and progress.
Common questions
Questions founders ask us
Absolutely. Tax questions rarely arrive on a predictable schedule — they come up when you're hiring, raising capital, issuing equity, expanding into a new state, or making a decision that affects the business. That's why our clients have access to us throughout the year, not just at filing season.
Most clients hear from us the same business day. We communicate by email, Slack, phone, text, or the client dashboard — whichever fits the situation. Getting an answer shouldn't be harder than the question itself.
You'll work directly with the professionals on your account, never a generic support inbox.
That's common.
We regularly work alongside bookkeepers, controllers, fractional CFOs, and internal finance teams. Where possible, we coordinate with them directly and gather what we need from existing systems rather than routing everything through the founder.
The goal is to keep tax as low-friction as possible while keeping everyone aligned.
It depends on the level of activity.
For companies with very limited activity, we can often work from bank statements and other records to help get the return filed.
For businesses with more substantial activity, accurate financials are usually a prerequisite for tax preparation. In those cases, we can coordinate with your bookkeeper — or help connect you with bookkeeping support — before the return is prepared.
Yes.
We prepare Delaware franchise tax reports for our clients and provide the completed filing for your review and submission. We also review the calculation method to help ensure you're not paying more Delaware franchise tax than necessary.
No.
Tax returns, technical tax work, and tax advice are prepared and reviewed in the United States by experienced US tax professionals.
We may use administrative support for certain operational tasks, but tax analysis, tax advice, and return review remain with our US team.
We focus on the information that actually matters — not long, generic checklists.
When access is available, we pull information directly from bookkeeping, payroll, cap table, and other systems instead of asking you to download reports we can obtain ourselves.