Tax Optimization

• Federal & State Filing
• R&D Tax Credits
• International Structure

Financial Reporting

• GAAP Compliance
• Audit Preparation
• Board Reporting

Strategic Advisory

• M&A Due Diligence
• Exit Planning
• Growth Modeling

Tax Strategy & Compliance

Comprehensive federal, state, and international tax planning with year-round advisory — not just at filing time. We model your liability before it materializes.

• Corporate & Partnership Returns
• Multi-State Nexus Analysis
• R&D & Energy Tax Credits
• Transfer Pricing Documentation
• Quarterly Estimated Tax Management

Audit & Assurance

Independent financial statement audits, reviews, and compilations conducted with precision. We prepare your organization to stand up to scrutiny — from lenders, investors, and regulators alike.

• GAAP Financial Statement Audits
• SOC 1 & SOC 2 Readiness
• Internal Control Assessment
• Agreed-Upon Procedures
• Regulatory Compliance Reviews

CFO Advisory

Fractional and embedded CFO services for businesses that need senior financial leadership without a full-time hire. We operate as an extension of your executive team.

• Financial Modeling & Forecasting
• Board & Investor Reporting
• Cash Flow Management
• KPI Dashboard Design
• Fundraising & Debt Readiness

Business Structuring

Optimal entity design, restructuring, and holding company architecture to protect assets, minimize tax drag, and position the business for future transactions.

• Entity Selection & Formation
• Holding Company Architecture
• Operating Agreement Review
• Succession & Exit Planning
• M&A Structural Analysis

Twenty-two years advising technology and private equity clients on cross-border structures, transfer pricing, and exit transactions. Former Big Four National Tax Director.

Specializes in high-stakes audits for pre-IPO and PE-backed companies. Extensive experience preparing organizations for institutional investor scrutiny and regulatory examination.

Embedded CFO experience across seventeen portfolio companies spanning seed to Series C. Known for building financial infrastructure that survives due diligence.

$4.2M Tax Liability Eliminated

A Series B SaaS company facing a $4.2M federal tax exposure engaged us six months before filing. Through a combination of R&D credit identification, cost segregation analysis, and entity restructuring, the liability was reduced to zero with a $380K carryforward.

Clean Audit — 14-Property Portfolio

A regional real estate operator with $180M in assets across 14 properties required an independent audit ahead of a refinancing. We delivered clean opinions on all entities in eight weeks, enabling the client to close a $62M credit facility on schedule.