Where tax meets the decision.
The goal is not to collect services. It is to bring the right disciplines together around the decision in front of you.
Strategic Tax
Year-round review of entity structure, compensation, distributions, estimates, QBI, retirement, transaction timing and California exposure.
CFO Advisory
Cash flow, financial reporting, performance drivers, forecasting and decision support for small and midsize businesses.
Real Estate & Wealth Coordination
Tax planning around acquisitions, sales, basis, ownership, 1031 exchanges, estate coordination and family wealth decisions.
International & Pre-Immigration
Planning for foreign nationals, inbound families, cross-border structures, reporting obligations and pre-residency decisions.
IRS Risk & Representation
Return-risk review, documentation readiness, notice support and representation when an examination or controversy develops.
AI for Professional Firms
AiTaxNova explores how CPA firms can use trusted tax data and AI to surface risk, opportunities and next actions.