%
Tax Planning & Compliance
Proactive federal, state, and provincial filings — personal and corporate, with deadline tracking all year.
Services
Everything your books, filings, and growth plans need.
One team in Houston and Toronto handling the whole picture — compliance today, strategy for the years after.
✓
Audits & Assurance
Independent audits, reviews, and compilations that build lender and investor confidence.
$
Accounting & Bookkeeping
Clean monthly ledgers, a fast close, and reporting you can actually act on.
⇄
Cross-Border Tax
US–Canada residency, treaty positions, expat filings, and repatriation strategy.
◆
Business Advisory
Fractional CFO guidance, forecasting, and entity structuring as you scale.
₿
Crypto & Digital Assets
Cost-basis reconciliation and reporting for traders, funds, and Web3 businesses.