Our tech stack
We've invested heavily in AI and our tech stack to deliver fast, consistent answers to your most complex questions.
CoCounsel by Thomson Reuters
Authoritative tax research, with citations to primary authority on every answer.
GoSystem Tax RS by Thomson Reuters
Professional tax preparation software with automated data import and robust API integration.
TaxDome
Secure client onboarding, document exchange, e-signatures, and workflow automation.
Claude
Drafting, internal automation, and analytical support on non-confidential work.
Perplexity
Quick, sourced research on non-confidential topics.
Tax planning
Quarterly planning sessions, estimated-payment modeling, and year-end strategy so April never surprises you. Built around your calendar, not the IRS's.
- Quarterly planning sessions
- Estimated tax modeling
- Year-end projections
- Retirement & deferral strategy
Advisory
A sounding board for the decisions founders and operators make that turn out to be, surprise, tax decisions: equity grants, comp packages, entity moves, exits.
- Equity & comp planning
- 83(b) and QSBS strategy
- M&A and exit planning
- Owner-operator comp design
Networking
When a need falls outside our internal capabilities, we coordinate with our trusted member-firm network on your behalf. You work with one point of contact: Norling.
- Vetted professional referrals
- Attorney & legal counsel connections
- Financial services introductions
- Fractional CFO & controller network
R&D credits
Documentation, qualification, and filing of Section 41 R&D credits which is especially useful for AI, SaaS, and engineering teams post-§174.
- Section 41 study & documentation
- §174 capitalization planning
- State R&D credits
- Examination defense
Entity structuring
LLC vs. S-corp vs. C-corp. Formation, elections, and revisions, aligned with how you actually plan to grow.
- Entity formation
- S-corp elections
- C-corp conversions
- Holding-co structures
Tax preparation
Clean, timely, audit-ready filings for individuals, partnerships, S-corps, and C-corps. Federal, state, and multi-state including the messy ones.
- Form 1040, 1065, 1120, 1120-S
- Multi-state apportionment
- Foreign reporting (FBAR, 5471, 8938)
- Amended returns & prior-year cleanup