Tax strategy & compliance
Company returns and estimates, with analysis of compensation, distributions and related owner tax questions.
Tax strategy & complianceFor businesses & nonprofit organizationsAccounting, tax and
Accounting, tax and
advice for businesses
and organizations.
Accounting and tax advice for business owners, management teams and nonprofit leaders. Understand the current results, prepare the returns and make consequential decisions with a clearer view of cash and tax.
Silicon Valley &
Wine Country.
Our business services
Current results. Considered decisions.
The accounts explain what happened. A projection, proposed distribution or transaction analysis shows how the next step could affect the organization’s cash and tax position.
Accounting & reporting
Bookkeeping, reconciliation and reporting that help management understand results and the movement in cash.
Accounting & reportingTransactions & ownership
Tax and accounting analysis before a buy-in, sale or transfer—and the agreed work after closing.
Transactions & ownershipBefore the next commitment
A new hire, location or equipment purchase can require cash before it contributes to the business. Test the timing, tax consequences and effect on existing obligations while the plan can still change.
The organization shapes the work
A winery’s inventory, a medical practice’s owner arrangements and a nonprofit’s funding requirements call for different questions. These are selected areas of work, alongside other closely held and operating organizations.
Explore who we work withWork with the team you already have
You may need recurring accounting, a business return or a focused analysis. We discuss what your internal staff and existing advisors handle, identify the additional work and agree the fee before starting.
Every client has a lead contact. For ongoing accounting and advisory, the lead contact coordinates the reporting and reviews with management and the supporting team. We introduce the people handling your engagement directly.
Related reading
What the owners keep depends on the terms
A business sale can look different from the company’s side and from each owner’s. Read about the tax questions worth considering while the proposed terms remain open.