Tax planning, advisory, bookkeeping, and entity work for founders building $500K to $10M businesses. Built around your business — completely — before any plan is drafted.
You always know what's happening, why it's happening, and what's next. The cadence doesn't change — only what we put on it.
Every detail uncovered before we touch a return. Income mix, entity history, cap structure, owner goals, the messes in last year's books. The plan is only as good as what you tell me here.
A written read on what's working, what's leaking, and what the next twelve months demand. You see the math behind every conclusion.
Tax, entity, and cash plan — in writing, with the dollars on the line. We model two or three scenarios so the trade-offs are honest, not hidden.
Books close on the tenth. Estimates filed on time, every time. Quarterly reviews look ahead, not behind. April is when the work pays off — not when it begins.
Start with the modules you need this quarter. Add others as the business asks for them. Every engagement is sized to the founder, not the firm.
Quarterly. Built around your cap stack, comp mix, and entity. We model the year before December decides it for you.
Federal, state, multi-state. 1120-S, 1065, 1040. Clean handoff or full prep, including owner K-1s in lockstep.
A monthly seat at your numbers. KPIs, runway, hiring, pricing, debt. A CFO function without a CFO line item.
Books that close on the tenth. Not the thirtieth of next month. Setup, daily entry, monthly reconciliation, owner-readable reports.
S-corp, LLC, holdco, multi-entity stack. Formed once, with the next five years in mind — not the next return.
Audit support, due diligence, rev rec, SEC reporting — eight years across seven industries means most asks have a precedent. Ask.
I'm Daniel Stinson, a North Carolina CPA. Eight years in the profession — first at Deloitte's Charlotte assurance practice, then operating inside companies as a controller, consolidations manager, rev rec lead, and SEC reporter through The Siegfried Group.
I've signed audit opinions and I've closed the books at 11 p.m. on the fifth. Both perspectives change how I draft a tax plan.
One form. I read it personally and reply inside one business day — even if the answer is that we aren't the right fit.
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