Where Compliance Meets Privacy.

Every successful business starts with a strong foundation—but navigating compliance, taxes, and financial structuring can be overwhelming. That’s where we come in. Our boutique CPA consulting firm helps new businesses achieve full compliance with a seamless, privacy-first approach. Entrepreneurs need more than accounting services—they need a trusted partner to handle every compliance, tax, and financial decision with precision and discretion. That’s why we offer exclusive, white-glove service to select clients who value expertise and confidentiality.

We founded this firm to provide discreet, high-caliber financial guidance after seeing businesses struggle with complex regulations. We don’t just set up businesses—we architect scalable financial structures, optimizing tax strategies, regulatory requirements, and financial processes for long-term success. With us, you gain more than a CPA—you gain a trusted advisor who protects your interests and privacy at every step. Welcome to a new standard of CPA consulting—where compliance meets privacy.

Our Approach is Your Path to Success

Most CPA firms charge by the hour, offering fragmented advice that leaves business owners uncertain about their next steps. We do things differently. Our tailored Silver, Gold, and Platinum packages provide comprehensive compliance, tax, and financial guidance at every stage—whether you're a high-net-worth individual, launching a startup, scaling operations, or preparing to go public. There are no hidden fees and unpredictable costs—just a clear path to full compliance and long-term success.

With our package-based model, you get proactive, strategic support. We don’t just react to deadlines—we plan ahead, optimize your financial structure, and position you for growth. Our Silver package covers the essentials, Gold strengthens your foundation, and Platinum prepares you for major milestones like securing investors and going public. You're not just paying for services but investing in a roadmap to success. Partner with us and experience a CPA firm built for your future, not the billable hour.

Our Packages

  • Starting Your Business:

    ·        Entity consultation and business formation

    ·        Articles and Statement of Information

    ·        Accounting and payroll setup

    Monthly Bookkeeping:

    ·        Reconciliation of bank accounts and credit cards

    ·        Preparation of monthly financial reports (Profit & Loss, Balance Sheet)

    ·        Payroll processing

    ·        Quarterly payroll return preparation

    Quarterly Tax Estimates:

    ·        Review of financials to ensure compliance

    Year-End Services:

    ·        Preparation of 1099 forms and W-2s

    Compliance:

    ·        Tracking and application of the latest accounting and tax regulations

    ·        Updates on labor laws, regulations, and HR policies

    ·        Human resource policy updates

    Consultation:

    ·        2 hours of consultation

  • Starting Your Business:

    ·        Entity consultation and business formation 

    ·        Articles and Statement of Information

    ·        Accounting and payroll setup

    Monthly Bookkeeping:

    ·        Reconciliation of bank accounts and credit cards

    ·        Preparation of monthly financial reports (Profit & Loss, Balance Sheet)

    ·        Payroll processing and reconciliation

    ·        Quarterly payroll return preparation

    ·        Invoice and bill payment management

     Quarterly Tax Estimates:

    ·        Review of financials to ensure compliance

    ·        Preparation of quarterly tax estimates

    ·        Sales Tax Preparation

    Year-End Services:

    ·        Depreciation and other required adjusting journal entries (AJEs)

    ·        Preparation of 1099 forms and W-2s

     Compliance:

    ·        Tracking and application of the latest accounting and tax regulations

    ·        Updates on labor laws, regulations, and HR policies

    ·        Human resource policy updates

    ·        Notifications and reminders for tax deadlines, payroll submission deadlines, and other important HR compliance dates

    Consultation:

    ·        5 hours of consultation

  • Starting Your Business:

    ·        Entity consultation and business formation 

    ·        Articles and Statement of Information

    ·        Accounting and payroll setup

     Monthly Bookkeeping:

    ·        Reconciliation of bank accounts and credit cards

    ·        Preparation of monthly financial reports (Profit & Loss, Balance Sheet)

    ·        Payroll processing and reconciliation

    ·        Quarterly payroll return preparation

    ·        Invoice and bill payment management

    ·        Year-end financial summaries and tax-ready reports

    Quarterly Tax Estimates:

    ·        Review of financials to ensure compliance

    ·        Preparation and filing of quarterly tax estimates

    ·        Sales tax preparation and filing

    Year-End Services:

    ·        Depreciation and other required adjusting journal entries (AJEs)

    ·        Preparation and distribution of 1099 forms and W-2s

    ·        Year-end tax savings checklist review

    Compliance:

    ·        Tracking and application of the latest accounting and tax regulations

    ·        Updates on labor laws, regulations, and HR policies

    ·        Human resource employee handbook and policy updates

    ·        Audit-ready financial statements

    ·        Notifications and reminders for tax deadlines, payroll submission deadlines, and other important HR compliance dates

    Consultation:

    ·        8 hours of consultation

  • While we encourage our clients to take advantage of our packages, we know that some companies and individuals need specific services, and we want to be there for them as well. Therefore we offer the following a la carte services:

    CPA Services

    • Formation               

    Consultation, entity designation, tax identification or employer identification number, state fee

    • Articles of Organization or Incorporation                                                                                          
      State Fee additional (varies by state)

    • Tax Identification Number                                                                                                                

    • S-Corporation Election                                                                                                           

    • New QuickBooks Set-Up and Training (hr.)                                                                            

    • Preparation of Form 1023 federal application for tax exempt status                            
      Includes electronic filing.  Federal fee is additional

    • Preparation of Form 1023-EZ Federal application for tax exempt status                    
      Includes electronic filing.  Federal fee is additional

    • Compliance filing and Statement of Information (City, County and State)                        

    Tax Services

    • Tax Consultation and Year-End Tax Planning.

    • Personal Federal and State AMENDED Income Tax Preparation
      Amended 1040 return and related statements, including cost of mailing (does not include audit support)

    • Business Federal and State Income Tax Preparation
      1120, the 1120s, 1065 and all related forms, including the cost of e-filing or mailing (does not include audit support)

    • Tax Exempt Federal State Return Preparation

    • Sales Tax Return Preparation

    • Payroll Federal & State Annual Return Preparation

    • Payroll Quarterly Return Preparation

    • Annual Federal 1099 Filing Preparation