Specialized CPA Services for Complex Businesses.
We go deep on the industries that generic CPA firms get wrong. Cannabis 280E. Real estate cost segregation. Life sciences R&D. Nonprofit grant compliance. Each vertical gets a team that has done this before, not a generalist learning on your dime.
Industries We Serve.
Each industry below has its own team, its own tax playbook, and its own regulatory expertise. Click any card to explore the specialized services we provide.
Cannabis
280E, multi-state compliance, and outsourced CFO for operators
Cannabis operators face IRC 280E restrictions, multi-state licensing complexity (CRC, OCM, MCA, IDOR), and strict regulatory compliance. Our cannabis-specialized team helps operators stay compliant, capture every allowable deduction, and build defensible financial systems.
Real Estate & Construction
Tax strategy for investors, developers, and operators
We help real estate businesses structure entities, plan taxes, improve reporting, and make better decisions across acquisitions, operations, and exits. From cost segregation studies to 1031 exchanges and opportunity zone planning.
Life Sciences
Complex accounting for biotech and pharma companies
Navigating complex accounting standards from revenue recognition to divestitures. We offer timely and pragmatic solutions for life sciences companies managing R&D credits, clinical trial accounting, milestone payments, and pre-revenue financial controls.
Technology
Accounting support for scaling companies
From startup stage to expansion, we help technology companies with reporting, R&D tax credits, equity planning, and scalable financial operations. Designed for SaaS metrics, recurring revenue accounting, and venture-backed growth.
Professional Services
Advisory for service-based businesses
Professional service firms need profitability visibility, clean reporting, and tax planning. We help owners understand performance, structure owner compensation, and scale confidently across legal, consulting, marketing, and creative agencies.
High Net Worth Individuals
Tax planning and wealth management for complex estates
High-net-worth individuals need sophisticated tax planning, estate strategies, and financial advisory that protects and grows generational wealth. We work with families, founders, and operators on integrated personal and business tax strategy.
Nonprofits
Compliance and reporting for mission-driven teams
Nonprofits require strong reporting, audit readiness, and compliance support. We help organizations maintain transparency, manage grant compliance, prepare Form 990 filings, and build the financial controls that funders and boards expect.
School Districts
Governmental audit and compliance for public agencies
School districts and public agencies require GAGAS-compliant audits, grant reporting, and financial transparency. We bring specialized governmental accounting expertise built for California school districts and public sector compliance.
Expertise that matches the complexity of your industry.
Cannabis 280E rules. Cost segregation thresholds. R&D credit qualification. GAGAS audit standards. Grant reporting requirements. These are areas where generalist accounting approaches fall short. Our teams bring focused experience in each, applied consistently across every engagement.
Deep Vertical Expertise
Each industry has a dedicated team that understands the regulatory environment, tax code nuances, and accounting standards.
Full-Service Capability
Accounting, tax, audit, CFO services, and M&A advisory under one roof. No handoffs, no gaps.
National Coverage
Five global offices supporting clients across the US and internationally with consistent service quality.
Audit-Ready From Day One
Financial systems built to satisfy regulators, investors, and lenders. No scrambling when scrutiny comes.
Not Sure Which Specialist You Need?
Tell us about your business and we will connect you with the right team. No obligation, fully confidential, and free.
