Your tax position, managed year-round by a dedicated CFO
Your books stay current, so credits and elections are captured on time and estimated payments never catch you off guard. Your CFO owns the strategy. A licensed preparer signs every return.
71 days early
Federal and state returns filed
On-time filing record
Late-filing penalties incurred
States covered for multi-state filers
Always filing-ready.
Never deadline-driven.
Stay prepared year-round with proactive tax planning, real-time financials, and a finance team that works ahead of every deadline.
The spring reconstruction
01Problem
A year of transactions rebuilt from bank statements in March, under deadline, while the business waits.
Solution
Books closed every month don't get reconstructed. Your CFO closes on schedule and AI keeps the ledger reconciled daily, so filing draws on records that were already defensible when the quarter ended.
The credit you can no longer claim
02Problem
The R&D credit or election that would have saved real money, surfacing on the return after the window to claim it has closed.
Solution
Your CFO reviews your position every quarter and captures credits, carryforwards, and elections while there is still time to act, not while filling in a form after year-end.
The nexus you didn't know you crossed
03Problem
Revenue or a remote hire in another state trips a threshold, and the first sign is a notice for filings you never registered for.
Solution
Your CFO monitors nexus thresholds as they approach and prepares each new state return before the obligation becomes a penalty, not after the state finds you first.
The April surprise
04Problem
A liability that lands with no warning and no reserve, owed from cash you'd already assigned to runway.
Solution
Your CFO models the liability each quarter, so it's a number you funded as you went and saw coming for months, never one you discover at the deadline.
Tax compliance built on real-time financials
From monthly close to final filing, one connected finance team keeps every obligation accurate, timely, and under control.
Reconcile tax basis, not just book basis
Your books close for operations, but tax follows different rules. We reconcile book-to-tax differences and post year-end adjustments, so every figure is accurate, traceable, and audit-ready.
Handle every cross-border filing
Foreign investment and overseas entities can change what you owe. We catch it in the books, prepare Forms 5472, 5471 and FBAR, while your CFO makes the key ownership and intercompany calls.
Protect the tax losses you earn today
We structure your federal return to preserve eligible net operating losses, helping reduce future tax liability as your business grows into profitability.
Minimize franchise tax, legally
Franchise tax isn't always calculated the same way. We evaluate every permitted method and file under the one that delivers the lowest legal liability.
Manage multi-state tax with precision
As your business expands, we monitor nexus thresholds, apportion income correctly, and prepare every required state filing before compliance risks arise.
Secure every eligible R&D tax credit
Tax credits depend on proof. We identify qualifying work as it happens and maintain audit-ready records, so every eligible dollar is claimed and each credit stands up to scrutiny.
$182K
Average franchise tax saved
Same day
Books ready for any investor question
4x a year
Tax position reviewed, not once
One team
Books to filing, zero handoffs
$182K
Average franchise tax saved
Same day
Books ready for any investor question
4x a year
Tax position reviewed, not once
One team
Books to filing, zero handoffs
What your tax year looks like with a CFO
Tax work is spread evenly across the year instead of compressed into spring, so every deadline is met from a position that was ready months in advance.
01
Every month
Books closed, numbers kept current
Financials are reconciled and closed on schedule, so every downstream decision stands on current numbers.
02
Every quarter
Position reviewed, estimates funded
Your CFO checks where you stand and schedules the quarterly payment, so liability is funded as you go.
03
Year-end
Credits and elections locked
R&D credits, loss carry forwards, and key elections are finalized while there is still time to act on them.
04
Filing season
Return reviewed, signed and filed
The year's work is done. The return is reviewed, signed by a licensed preparer, and filed ahead of the deadline.
File less reactively. Operate more intelligently.
Replace year-end catch-up with a finance operation built around real-time financials, proactive tax planning, and CFO-level guidance.