A FORWARD-THINKING CPA PRACTICE

Tax solutions on a modern stack. Tax strategy that is fluid and reliable. CPA-guided AI infrastructure. April, on schedule. Strategy, year-round. Tax for founders, equity, and Web3.

Norling Tax is a modern boutique CPA firm for founders, operators, and growing businesses. We combine AI-enabled workflows with licensed CPA oversight and deliver precise tax work on every return.

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YRS IN TAXES 10+ years

Client retention 96%

Filings handled 60+ / yr

Firm location SF, CA

Licensed CPA R&D credit specialists Multi-state filings M&A due diligence Entity structuring Advisory & planning AI-augmented workflow

Who we are

A boutique practice, built to think alongside you.

Our clients range from early-stage AI startups to third-generation family businesses. What they share is a preference for doing things well, and a desire for a CPA who delivers that care with the clarity, speed, and accountability of a great software team.

Clients servedNationwide

Response SLA< 24 hrs

A few of the teams we work with

How we can help

Services,
end-to-end.

Support analyzing your financials and estimated tax payments, to the set-pieces of entity structuring and M&A. We cover the full stack.

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Our tech stack

We've invested heavily in AI and our tech stack to deliver fast, consistent answers to your most complex questions.

Tax planning

Quarterly planning sessions, estimated-payment modeling, and year-end strategy so April never surprises you.

Advisory

Sounding-board work on entity structure, equity, comp, and the surprisingly-tax-heavy decisions founders make daily.

Networking

When a need falls outside our internal capabilities, we coordinate with our trusted member-firm network on your behalf.

R&D credits

Documentation, qualification, and filing of Section 41 R&D credits, especially useful for AI, SaaS, and engineering teams.

Entity structuring

LLC vs. S-corp vs. C-corp, formation, elections, and revisions, aligned with how you actually plan to grow.

How we work

AI in the back office. A CPA in the front.

Every filing, letter, and plan that leaves this office is written, reviewed, and signed by a licensed CPA. Modern AI tooling moves us faster through reconciliation, research, and drafting, so more of our time lands on your strategy.

Our approach →