What you can expectWhen it happens
Books and reportingMonthly close deliveredEvery month
Tax planningYour tax plan reviewed against the year so farQuarterly
Tax preparationReturns filed from a plan that ran all yearEvery filing season
Your teamSix offices, two states, one connected benchOn every engagement
Valuation and transition planningCredentialed valuation and transition work, in houseWhen the decision calls for it
When you hear from usA conversation about the decision in front of youBefore you make it
Financing conversationsLender packages prepared with current numbers and projected scenariosBefore you sign the term sheet
Entity structure reviewC-corp, S-corp, LLC, or partnership analysis against your actual mix of incomeAt formation and whenever your income mix shifts materially
State and local taxNexus review for Idaho, Utah, and any state where you have payroll, property, or salesAnnually and when you cross a new state line
Fraud and controls reviewHonest look at your cash controls, approval workflows, and reconciliation cadenceAt onboarding and when staff turnover or growth changes the risk shape
The work runs on a calendar, not a filing deadline.