IRS letter on your desk?We take over contact with the IRS.IRS Audit RepresentationExams, appeals, collections, penalty reliefBusiness TaxPlanning and compliance for mid-size companiesIndividual & Family TaxHigh-net-worth, multi-state and cross-borderOffshore Disclosure & SDOPFBAR, PFIC and Streamlined filingsTaxpayer Rights in an IRS AuditYour rights, step by stepAudit & AssuranceAudits, reviews, 401(k) plan auditsGovernment Contracting8(a), DCAA, incurred cost submissionsMergers & AcquisitionsDue diligence, QoE, valuations
Government contractorsDCAA, rates and incurred costGovernment Contractors & TechnologyIT, professional services, federal primes and subsReal Estate & ConstructionOwners, developers, contractorsMedical Practices & ClinicsPhysicians, urgent care, clinics, dentalHealthcare StaffingTravel nurse, allied and per diem agenciesRestaurants, Retail & HospitalityFranchises, multi-unit, hotels, e-commerceSoftware & SaaSRevenue recognition, sales tax, R&DRestaurantsTip credit, payroll and sales taxRealtors & AgentsCommissions, S corp and deductionsStaffing & IT CompaniesIT staffing, software, multi-state payroll
New YorkMidtown Manhattan officeWashington, DCOffice · 20 F St NWNew YorkOffice · Avenue of the AmericasNorthern VirginiaHeadquarters · AshburnTexasDallas, Houston, Austin, San AntonioCaliforniaLos Angeles, Bay Area, San DiegoRaleigh, NCResearch Triangle and CharlotteChicago, ILChicago, Naperville, SchaumburgBoston, MABoston, Cambridge, WalthamSeattle & Redmond, WASeattle, Redmond, BellevueAtlanta, GAAlpharetta, Johns CreekPhiladelphia, PAKing of Prussia, Cherry HillDetroit, MITroy, NoviColumbus, OHDublin, WestervillePhoenix, AZChandler, Tempe
Advisory · AI · CFO services
We combine AI-assisted bookkeeping and reporting with experienced CFO-level advice, so owners get accurate monthly financials, cash flow forecasts and clear answers without hiring a full finance department.
Serving United States, Virginia, Washington, DC, Maryland.
What we handle
Transactions are captured and categorized with AI tools and reviewed by our accounting team, so books close faster and with fewer errors. Each month you receive financial statements, key performance indicators and a cash flow view built for decisions, not just compliance.
On top of the numbers, an advisor helps with budgeting, pricing, hiring plans, lender and investor reporting, and tax planning during the year rather than after it ends.
Speak with an advisorWhere we help
Owners who need CFO insight before a full-time CFO.
Job cost and indirect rate visibility.
Profitability by provider and service.
Clean books and QoE readiness.
Our approach
A senior advisor reviews your facts and documents.
Scope, fees and timeline in an engagement letter.
Returns, elections and forms prepared and reviewed.
IRS contact and planning all year.
Questions
If your question isn't here, call (703) 880-8412 and you'll reach a person.
We commonly work with QuickBooks Online and other major cloud platforms, and recommend systems for growing businesses.
Typically within the first two to three weeks of the following month, depending on bank feeds and documents.
For many small and mid-size companies, yes. For larger companies, it supports an existing finance team.
Yes. Our accounting team reviews AI-categorized transactions and reconciliations every month.
Latest updates
Authorized representatives can now make balance-due, amended return, extension, proposed assessment and federal tax deposit payments for business clients online. Appropriate authorization for the client and tax matter is required.
Source: IRS (IR-2026-134)
For 2027 the joint-return standard deduction rises to $33,200, the estate tax basic exclusion to $15,480,000, the annual gift exclusion to $20,000 and the Section 179 expensing limit to $2,640,000. Our advisors recommend revisiting year-end gifting and equipment purchase plans with these figures in mind.
Source: IRS (IR-2026-133)
All 6,576 nominated census tracts, including 2,594 rural tracts eligible for enhanced benefits, become Opportunity Zones on January 1, 2027 for ten years. Investors with capital gains should review the new map before committing funds.
Source: IRS (IR-2026-132)
Related
Tax planning and compliance for mid-size businesses: S corporations, partnerships, C corporations, multi-state nexus, sales and use tax and entity structuring.
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Learn moreBusiness taxS corporation tax planning for owners: when the election saves tax, Form 2553 and late election relief, reasonable salary, the QBI deduction, PTET, health insurance, accountable plans and basis rules.
Learn moreStart a conversation
Tell us what you're facing. A senior advisor will reply within one business day with a clear next step.