When it comes to selling or transitioning out of your business, what you keep matters more than what you sell for. Exit planning isn’t just about valuation or deal structure—it’s also about minimizing your tax liability.

409A valuations aren't just a formality—they're a requirement under IRS rules if your company is issuing stock options or other equity-based compensation.

A self-employed personal trainer needed help with tax preparation and struggling to do it all themselves. We helped with that.

A home-based catering business needed tax preparation assistance after a tax issue. We helped with that.

A mobile pet grooming business needed tax prep assistance after experiencing rapid growth. The owner was unsure how to handle deductions.

An e-commerce brand selling homemade decor needed tax prep help after experiencing major revenue growth and new sales tax obligations.

An film production studio needed tax preparation help after realizing they had been missing key tax deductions in previous years.

A food truck needed help with tax preparation after realizing they had overpaid on taxes the previous year due to missing deductions.