Technology companies
Company records through financing, hiring and ownership changes, with the founder’s tax work considered separately where needed.
Businesses & Organizations
Who we work with
Accounting and tax work for organizations with distinct operating, ownership and reporting questions. These selected industries are a starting point, not a requirement to fit a category.
Selected industries
Medical practices
Practice reporting, compensation and ownership questions considered alongside the participating physicians’ personal tax work.
Wineries & vineyards
Production and inventory, seasonal cash, property arrangements and the company-owner questions behind the operations.
Nonprofit organizations
Current records and reporting for management and the board, tax filings and coordination with the independent audit firm.
Other operating and closely held businesses
Professional firms and other closely held organizations can also need current accounting, coordinated company and owner tax work, or analysis before a significant commitment. A business with several locations may need reporting and tax work that follows those operations.
Tell us what the organization does and the work you need. We can discuss whether a focused engagement or recurring support is a fit.