Tax complexity? Handled.
More than a once-a-year filing — proactive advice, plain answers,
and a partner who knows your business inside and out.
What we do
Core practice areas
Corporate Tax
Federal and state income tax compliance, ASC 740 provision support. Delaware franchise tax report and 1099s.
1120 + states, provision, DE franchise tax, 1099s.
State Nexus & Compliance
Nexus studies and apportionment, multi-state compliance, sales tax and state registration advisory.
Nexus studies, state & local advisory.
R&D Credits
Federal and state R&D credit studies, audit-ready documentation.
Federal & state R&D studies.
International Tax
Foreign subsidiaries, foreign investors, contractors and employees abroad. Forms 5471 and 5472, FBAR. Foreign-owned SMLLC reporting.
5471, 5472, FBAR, foreign-owned SMLLC.
Year-Round Advisory
Proactive planning and answers throughout the year. Notices. Cross-border tax planning. M&A questions, and a partner on call when decisions come up.
Tax planning, notices, unlimited tax questions.
Founder's Tax Return
Personal tax returns, equity compensation, QSBS, estimated and planning.
1040, estimates & planning.
Pricing
One fixed fee. The whole year.
From $3,400/ year
Final pricing depends on your complexity.
Founders in their first year may qualify for introductory pricing.
What's included
One flat fee, scoped up front. No per-form charges, no surprise invoices.
Returns & compliance
- Federal & state returns
- 1099 & 3921
- Delaware franchise tax
Credits & multi-state
- R&D credit study
- Multi-state nexus
International
- 5471 & 5472
- FBAR
Year-round advisory
- Questions, all year
- Planning calls
By design
We work year-round, not year-end
We automate the administrative work, not the judgment. That gives our CPAs more time to understand your business and advise you throughout the year.
01 · Before we ask
We pull your books, payroll, and cap table behind the scenes — you answer only the few questions that truly need you.
Before we ask — we gather your info and tailor your to-dos.
02 · All year
We scan for credits and elections, and flag what applies to you — well before the deadline.
All year — we keep an eye on tax-saving opportunities.
03 · At delivery
Every return ships with a short walkthrough video — the pages that need your eyes, not a hundred-page PDF.
At delivery — a short walkthrough video focused on what matters.
04 · After filing
We’re here after filing too — for the notice, the follow-up, the next decision.
After filing — we’re here for questions and to plan ahead.
Founder-led. Team-supported.
Meet the founders
Jess Holt
- Advises founders, owners, and growing companies on both business and owner-level tax matters.
- Works with venture-backed startups and C corporations, as well as S corporations, partnerships, and closely held businesses across a wide range of industries.
- 13 years of experience in founder and owner tax planning, equity compensation and QSBS, startup and C corporation tax, R&D credits, and flow-through taxation.
13 years in founder & owner tax planning, equity comp & QSBS, startup and C-corp tax, R&D credits, and flow-through taxation.
LinkedIn ↗
Ludmila Hermanovich
- Advises startups, founder-led businesses, and growing companies on corporate, multi-state, and international tax matters.
- Works with companies from formation through fundraising, expansion, and exit transactions.
- 18+ years of experience in corporate taxation, R&D credits, international reporting, M&A and structuring, venture-backed companies, and strategic tax planning.
18+ years in corporate, multi-state & international tax for venture-backed companies — formation through exit.
LinkedIn ↗