Our ServicesChoose Where to Start
Nine services for individuals, families, and growing businesses, each with a licensed CPA behind it. Open any one to see how it works.
Full-Service CPA Firm,
Powered by AI. Built for You.
We provide the services you expect from a traditional CPA firm with modern technology and AI-enhanced expertise to make accounting simpler, faster, and more client friendly for individuals and businesses.
Tax Planning & Advisory
Tax planning and advisory for individuals and businesses, structured around Consultation, Assessment & Planning. We identify opportunities and provide practical options to legally lower your tax liability, with licensed CPA oversight.
Read more about Tax Planning & AdvisoryIndividual Tax Services
Personal tax preparation and planning for Form 1040, W-2s, 1099s, Schedules C, D and E, investments, self-employment, other income, foreign income and multi-state returns. AI-assisted tax preparation and intelligent document processing streamline filing while our CPAs ensure accuracy and identify potential tax-saving opportunities.
Read more about Individual Tax ServicesBusiness Tax & Accounting
Business tax returns including Forms 1120-S, 1065, and 1120 for S-Corps, Partnerships, LLCs, and corporations, along with tax planning, bookkeeping, financial reporting, and compliance support. AI-enabled accounting tools and automated financial workflows improve accuracy, efficiency, and financial visibility.
Read more about Business Tax & AccountingBookkeeping & Financial Reporting
Monthly bookkeeping, bank reconciliations, financial statements, accounts payable and receivable, and business reporting. Intelligent bookkeeping technology and automated data processing help keep your books organized, accurate, and up to date.
Read more about Bookkeeping & Financial ReportingPayroll & Compliance
Full-service payroll processing, tax deposits, Forms 941 and 940, W-2/W-3, 1099-NEC, and state payroll compliance handled accurately and on schedule. AI-enhanced payroll workflows and automated compliance processes help reduce manual work and minimize costly errors.
Read more about Payroll & ComplianceCFO & Business Advisory
Strategic financial guidance for growing businesses, including cash-flow forecasting, budgeting, KPI reporting, financial analysis, business planning, and growth strategy. AI-driven financial insights, predictive analysis, and data-powered forecasting help business owners make smarter financial decisions.
Read more about CFO & Business AdvisoryBusiness Formation & Tax Planning
Entity formation and structuring, including EINs (Form SS-4), S-Corp elections (Form 2553), entity classification (Form 8832), tax strategy, M&A support, and ongoing advisory. AI-supported tax planning and intelligent financial analysis help businesses evaluate opportunities, improve efficiency, and plan for sustainable growth.
Read more about Business Formation & Tax PlanningIRS Audit & Notice Representation
Full representation when the IRS sends a notice, penalty, or audit: we review the letter, respond on your behalf, and handle CP2000 notices, penalty abatement, and audit defense through to resolution. AI-assisted document analysis speeds up accurate responses while a licensed CPA leads every case.
Read more about IRS Audit & Notice RepresentationState Audit & Notice Representation
Representation for state tax notices and audits, including sales tax, franchise tax, and payroll tax matters. We respond to the agency, manage every deadline, and negotiate on your behalf, with AI-enhanced tracking keeping each notice and document organized.
Read more about State Audit & Notice Representation
Your Firm in Front. Our Team Behind It.
Take on more clients without expanding your payroll. Our AI-enhanced workflows, backed by a human intelligence workforce of licensed CPAs, operate as an extension of your team, delivering tax and accounting support behind the scenes while your brand stays front and center.
Overflow Tax Preparation
AI-assisted prep moves returns quickly and accurately through busy season, so deadlines never wait on hiring.
Outsourced Bookkeeping
AI categorization minimizes manual errors and improves accuracy, speed, and consistency on every monthly close.
Payroll Back Office
AI-enhanced workflows run payroll, tax deposits, and quarterly filings accurately and on schedule.
Under Your Brand
AI and human intelligence work in the background. Your brand stays in front, on every deliverable.
Licensed CPA Review
AI does the heavy lifting, then human intelligence takes over: a licensed CPA reviews every engagement.
Capacity That Flexes
AI-driven workflows scale up for busy season and back down after it, with no fixed overhead to carry.
Get Your Taxes Done Right.
With Less Hassle.
Upload your documents securely in minutes. AI-enhanced workflows keep the process moving, while a licensed CPA reviews your return. Start online whenever you're ready.