Different clients, different rules. We know which apply to you.
We have served clients like you since 2013. Four kinds of clients, four sets of problems — each with its own page, its own checklist and its own first conversation.
Small Businesses
Owner-run companies with 1–50 people — restaurants, trades, clinics, retail, e-commerce, professional services — that want the books, payroll, sales tax and the return handled by one team.
- The books are behind and tax season is a scramble
- Sales tax and payroll notices keep arriving
- You are not sure whether you should be an S-Corp
Startups
Venture-track or bootstrapped companies from formation to the first raise: entity and state choice, clean cap-table accounting, R&D credits, Delaware franchise tax and investor-ready monthly financials.
- Which entity and state for a company that will raise money
- Delaware franchise tax surprise in March
- Recording SAFEs, convertible notes and stock options correctly
Individuals
People whose return is no longer simple — rentals, equity compensation, self-employment, foreign accounts — and anyone with a letter from the IRS or FTB, unfiled years or a balance to resolve.
- A CP2000 or audit letter
- Years of unfiled returns
- Rental property, RSUs, crypto or a side business making the return complicated
International Founders
Non-resident owners of U.S. companies in any country: formation in the right state, EIN without an SSN, ITIN without mailing a passport, bank and Stripe readiness, and the annual Form 5472 + 1120 filing. Service in English and Turkish.
- Which state and which entity, when you will never set foot in the U.S.
- EIN with no SSN; ITIN with no passport mailing
- Form 5472 + 1120 for foreign-owned LLCs — a $25,000 penalty when missed
We know the rules of your industry.
Every sector has its own tax traps. These are the ones we work in most.
Talk to us this week.
A free 15-minute call. Next step and a fixed fee, in writing. No hourly billing, no obligation.