Tax and accounting for agencies, consultancies, and professional practices — owner compensation, multi-state teams, and margins made visible.
Service firms look simple from the outside — no inventory, no factory — and are anything but: owner compensation that must satisfy the IRS's reasonable-compensation standard, remote teams that spread payroll and tax footprint across states, contractor relationships that need 1099 discipline, and utilization that decides margin yet never appears on a standard P&L.
We handle the full stack — entity and owner returns, S-corp compensation planning, pass-through entity tax elections where states offer them — and build reporting around the metric that actually runs a service firm: margin per client, per project, per person.
S-corp and partnership returns with owner 1040s — compensation and distributions planned as one picture.
S-corp salary benchmarking and pass-through entity tax elections that ease the SALT cap where states allow.
Payroll footprint, nexus, and registration coordination when your people work everywhere.
W-9 collection, 1099 filings, and worker-classification review — settled before it becomes a dispute.
Management reporting by client and project — so pricing decisions rest on data, not instinct.
Budgets, forecasts, and owner-level dashboards — finance leadership without the overhead.
Federal and state compliance handled end-to-end — accurate returns, defensible positions, and planning that happens before year-end, not after it.
Explore serviceYour accounting function, run as a service — clean books, on-time closes, and reporting you can actually decide from, on QuickBooks Online.
Explore serviceSenior finance capability without the full-time hire — forecasts, models, and reporting built to Financial Modeling Institute standards.
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