Tax preparation handled by the same CPA who manages your financial architecture and CFO governance — so your tax position is never disconnected from your operating decisions.
When the same person managing your financial architecture also prepares your taxes, there are no surprises at year-end and no gaps between your operating decisions and your tax position.
A seasonal tax preparer spends the first hour learning your situation. We already know your entity structure, your revenue mix, your contracts, and your balance sheet.
We integrate tax considerations into quarterly CFO governance — not just a once-a-year filing exercise. Estimated payments, entity structure, depreciation timing — handled proactively.
Government contractors and nonprofits have tax situations that general preparers often get wrong — indirect cost treatment, unrelated business income, fringe benefit allocations. We know the terrain.
Business tax preparation handled by someone who already understands your financial architecture — not a seasonal preparer who sees your books once a year. When your CFO and your tax preparer are the same person, nothing falls through the gap between strategy and compliance.
Best for: Small to mid-size businesses, government contractors, and nonprofits that want their tax preparation handled by the same person managing their financial operations.
Individual tax preparation for business owners, executives, and professionals — with particular depth in the tax situations that arise from business ownership, government contracting, and nonprofit leadership. Your personal return doesn't exist in isolation from your business. We treat it that way.
Best for: Business owners, GovCon executives, nonprofit directors, and professionals with complex personal tax situations tied to business ownership or investment income.
Complete the tax client intake form to get started. Jeff will review your situation and reach out within one business day to confirm scope, timeline, and pricing.