CLIENT PORTAL

Clients in twenty-one states, one thing in common.

Almost all clients own something: a business, a building, a practice, or a family balance sheet. And while industries may differ, the accounting and tax issues that come with real ownership are the same.

TELL US WHAT YOU DO

Business owners

Skilled trades
Job costing, equipment purchases, seasonal cash, and crews who move between states mid-project.
Construction
General contractors, subs and developers. Percentage-of-completion, retainage, bonding, and lender reporting.
Real estate
Rentals, flips, syndications and brokerages. Depreciation, 1031s, passive loss rules, and entity-per-property structures.
Financial services
Wealth management practices and fund managers. Partner allocations, carried interest, and books that get diligenced.
Technology and startups
Multi-state from day one, equity compensation, R&D spend, and a cap table that has to survive a raise.
Retail and e-commerce
Inventory, margin by channel, and sales tax in every state a marketplace shipped to on your behalf.
Closely held family businesses
Where the business, the family and the estate are one conversation. Compensation, succession, and fairness between siblings.
Professional services
Consultants, engineers, agencies and practices. Owner compensation, partner buy-ins, and revenue that arrives unevenly.
Non-profit organizations
Restricted funds, grant reporting, board-ready financials, and a Form 990 that reads the way the mission actually runs.
BEYOND THE BUSINESS

Multi-generational families and individuals

A good share of our work has no business attached to it at all. Families whose returns have moving parts, estates in progress, and individuals whose situation outgrew the software they were using.

Often it starts with the business and then never stops: we file for the owner, then the spouse, then the children, then the trust. Twenty years in, we're filing for people who were in high school when we met their parents.

Families across generations
Parents, children and trusts filed as one picture rather than five unrelated returns.
High-net-worth individuals
Multiple income sources, multiple states, and decisions where timing is the whole answer.
Estates and trusts
Estate and fiduciary returns, and the planning that should have happened years earlier.
People with a tax problem
Unfiled years, a notice in a drawer, or a balance that has been growing quietly.

Why we can serve all of them well

A firm claiming nine industries usually has depth in none of them. Two things make the list hold together: we speak each one, and the thing that makes them difficult is the same underneath.

We know the vocabulary
You shouldn't have to explain retainage, draw schedules, or what a carried interest is. Starting from a shared vocabulary saves the first two meetings.
We know what the return turns on
Every industry has a handful of positions that decide the outcome. We know which ones matter for yours, and where the last accountant probably got it wrong.
We know what you'll be asked for
Bonding agents, lenders, buyers and boards each want something specific. We keep the books in a state where producing it is a morning, not a month.
The difficulty is shared
The industries look nothing alike, but the reason they get hard is almost always the same: multiple entities, several states, and income that arrives unevenly. That's the work we're built for, whatever it's called in your trade.
Credentialed where it counts
CPAs, Enrolled Agents and tax and financial planning advisors on staff — planning, not investment advice. Enrolled Agents are federally authorized to represent you before the IRS, which matters the day something goes wrong.
Owners advising owners
Our owner has run three businesses himself. Knowing what a payroll week feels like from the other side changes the advice, and clients tell us it shows.
WHY PEOPLE WRITE

Four reasons, over and over.

You don't need a tidy question to get in touch. Most first messages are some version of one of these, often written at eleven at night.

If yours is none of them, write anyway. We'd rather tell you it's nothing than have you sit on it.

A notice arrived
From the IRS or a state. Send it as it is — don't wait until you've worked out what it means.
The books are behind
Months or years. It's ordinary and it's fixable.
Changing accountants
Usually because calls stopped being returned. We handle the handover and the file request.
Something big is coming
A sale, a first hire, a property, a new state. The cheapest time to ask is before it happens.
OFFICES

New Jersey and Colorado, with a national client list

We work out of two New Jersey offices, in Forked River and Chatham, and one in Loveland, Colorado. If you want to meet in person, that means the New York and Philadelphia metro areas on the east coast and Colorado out west. Our clients are in twenty-one states and counting, so whatever state is asking, it is unlikely to be the first time we have seen it.

You can come sit in the conference room, or you can send a document at 11pm and never set foot in the office. Both work, and most of our clients never visit.

We meet clients in person across the New York, Philadelphia and Denver metro areas. Our clients are in twenty-one states and counting, so whatever state is asking, it is unlikely to be the first time we have seen it. You can also send a document at 11pm and never set foot in an office — most of our clients never visit.

Chatham, NJ
Forked River, NJ
Loveland, CO

Tell us what you do.

We'll tell you what we'd be doing about it, and whether we're the right firm for it.

SET UP A CALL