Services

A complete picture, not piecework.

Seven practice areas, delivered as one continuous engagement. Tax and accounting are the technical foundation; planning and investment perspective informs how we frame the conversations around them.

01

Tax preparation — individual and business

Federal and state returns prepared and reviewed by a CPA. Individual, corporate (C and S), partnership, trust, and estate returns — handled with the same standard of care regardless of complexity.

  • Form 1040 — individuals and families
  • Forms 1120 / 1120-S — corporations
  • Form 1065 — partnerships and LLCs
  • Forms 1041 / 706 — trusts and estates
  • Multi-state and nonresident filings
  • Foreign account and informational reporting
02

Tax planning

Year-round planning, not a one-week scramble in April. We model the decisions in advance so the return reflects a plan, not a surprise.

  • Quarterly and projected-liability planning
  • Owner compensation and distribution strategy
  • Retirement contribution and elections
  • Timing of income and deductions
  • Capital gains, basis, and exit planning
  • Federal and state credit identification
03

Accounting & bookkeeping

Clean books, reconciled monthly. Financial statements that owners and lenders can actually rely on — the foundation every other decision depends on.

  • Monthly close and reconciliation
  • Chart of accounts design
  • Compiled financial statements
  • Payroll oversight and review
  • Cash management reporting
  • Systems and process improvements
04

Entity structuring

The right entity, the right elections, at the right time. Structural decisions made early compound into outcomes that ad hoc compliance can't reach.

  • Entity selection — LLC, S-Corp, C-Corp, partnership
  • Reasonable compensation analysis
  • Multi-entity and holding structures
  • State of formation considerations
  • Buy-sell and ownership transition
  • Restructuring and conversions
05

Business advisory

The conversations most firms reserve for their largest clients. Drawing on senior financial leadership experience — including CFO roles, restructurings, and complex transactions — we work alongside owners on the decisions that actually move the business.

  • Strategic and operating reviews
  • Cash flow forecasting
  • Lender and investor reporting
  • Acquisition and divestiture support
  • Restructuring and turnaround
  • Board and ownership communication
06

Third-party financial review

An independent CPA read on financial information prepared by others — for boards, investors, lenders, partners, and counsel who need a credentialed second look.

  • Quality-of-earnings review
  • Pre-transaction financial diligence
  • Lender and covenant compliance
  • Forensic and dispute support
  • Partner and shareholder disputes
  • Litigation and expert support
07

Cryptocurrency reconciliation

Wallet-by-wallet, exchange-by-exchange reconciliation reduced to clean basis and gain/loss reporting that holds up to scrutiny. The work most firms outsource or decline.

  • Wallet and exchange aggregation
  • Cost basis reconstruction
  • Realized gain/loss reporting
  • DeFi, staking, and yield treatment
  • NFT acquisition and disposition
  • Prior-year cleanup and amendments

Our Process

A four-step engagement, repeated annually.

  1. 01

    Understand the picture

    Returns, financials, ownership, goals. The picture before any prescription.

  2. 02

    Build the plan

    Entity, elections, timing, and structure — written down, not improvised.

  3. 03

    Execute with accuracy

    Returns prepared and reviewed by a CPA. Filings handled cleanly.

  4. 04

    Stay aligned year-round

    Quarterly check-ins. Questions answered when they arise.

Ready to talk?

Tell us a little about your situation — we'll do the rest.

A thirty-minute conversation is usually enough to know whether we're the right fit.

Book a Consultation

Or write directly: AKT@TenagliaTax.com