Industries
Industry experience that saves money
We know the tax code, deductions, and reporting rules specific to each of these sectors.
Tech & SaaS Startups
R&D tax credits, QSBS planning, equity compensation, and investor-ready financials for venture-backed teams.
E-commerce & Retail
Multi-state sales tax, inventory accounting, and marketplace reconciliation across Shopify, Amazon, and more.
Professional Services
Entity structure, owner compensation, and profit planning for agencies, consultancies, and law firms.
Nonprofits
Form 990 preparation, single audits, grant compliance, and board-ready financial reporting.
Real Estate
Cost segregation, 1031 exchanges, passive activity rules, and partnership tax for investors and developers.
High-Net-Worth Individuals
Multi-year tax planning, estate and gift strategy, and coordination with your legal and wealth advisors.
Work in a sector not listed here?
We take on a limited number of new clients each quarter across many industries. Ask us about yours.
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