Built for companies shipping AI.
From pre-seed stealth to Series B, we work with AI-native companies on R&D credits, §174 capitalization, QSBS planning, and the multi-state sales tax headaches that come with shipping software everywhere. We speak engineer; we ask for the right documentation once.
For firms that bill time.
Design studios, consultancies, dev shops, and creative agencies. Partnership-heavy, contractor-heavy, often multi-state. We handle owner-operator comp design, 1099 workflows, and the balance-sheet hygiene that makes the next raise or partner-buy-in painless.
Personal returns, done with context.
High-income W-2 + RSU / ISO / NSO stacks, founder equity, multi-state moves, and the occasional K-1 pile. We prepare your personal return with full awareness of what's happening at the company because they're the same financial picture.
AI-powered operations meet hospitality tax.
From tip pooling and sales tax to inventory management and point-of-sale reconciliation, restaurants live in a world of tight margins and complex compliance. We help AI-enabled restaurant operators navigate tip credit rules, meal-period compliance, FICA tip credit (§45B), and the entity structures that work when you're planning to scale.