Tax, accounting and advisory services
For individuals, growing businesses and international companies — from tax returns and IRS problems to planning, bookkeeping and CFO-level advice.
Not sure which service you need?
Tell us about your situation in a free 15-minute call and we’ll recommend the right combination for your goals.
Book a free 15-minute callPersonal tax services
Returns, planning and IRS help for individuals and families — including complex and cross-border situations.
Tax preparation & compliance
Individual and multi-state returns prepared accurately and on time.
Learn more →IRS audit & notice resolution
Help responding to IRS and state notices and audits, back taxes and payment plans.
Learn more →Strategic tax planning
Proactive planning for high-income professionals, investors and business owners.
Learn more →Equity compensation
RSU, ISO, NSO and ESPP reporting, cost basis and planning before you sell.
Learn more →ITIN application
ITIN applications for nonresidents, spouses and dependents.
Learn more →Individual pricing
See our individual tax return packages, add-ons and fees.
View pricing →Business tax & accounting
From new LLCs to foreign-owned U.S. subsidiaries — books, returns and advice as you grow.
Accounting services
Bookkeeping and financial statements prepared under GAAP for banks, investors and third parties.
Learn more →Business advisory services
Budgeting, payroll, S-corp and CFO-level guidance, plus real estate and tax credit consulting.
Learn more →Business tax advisory & consulting
Business tax returns and year-round tax advice for owners and companies.
Learn more →Business formation
LLC, corporation and S-corp setup — choose the right structure from day one.
Learn more →Audit and tax
Audit and tax services for businesses and organizations.
Learn more →Business pricing
See our business tax return pricing.
View pricing →Specialized & investor services
Focused services for investors, real estate owners and fund participants.
Cost segregation
How a cost segregation study can speed up depreciation on real estate.
Learn more →Accredited investor verification
Verification letters for investors who need to confirm accredited status.
Learn more →Venture capital & private equity tax
Tax guidance for fund investors, founders and deal participants.
Learn more →Current with professional standards
We track evolving standards from groups like the American Institute of CPAs, so our work reflects current guidance in the profession.
Let’s find the right service for you
Not sure which service fits your situation? Our team can walk you through the options.
Monday–Friday, 9 am–6 pm Pacific