Tax and Accounting Strategy for Investors, Limited Partners, and Private Equity

Investors, advisors, and private equity funds are experiencing radical change as funding for companies has reached record highs in the 2010s. While funding has continued to decrease over the most recent three-year period, investors are keen to see returns on their investments as funds reach maturity from the funding craze of the 2010s.

In recent years, investors have had to keep pace with their portfolio companies and must pay careful attention to cash flow, tax treatment, and capitalization rates.

Keeping pace with our clients is no easy feat. That is why we’ve developed tools and metrics that help investors and private equity firms understand their own progress against goals and how they measure up to the rest of the industry. To keep up with our clients, we’ve developed an advisory program to consistently deliver a first-rate client experience. Our proven method for delivering a successful On-Ramp includes:

  • Prior Year Tax Return Review of Investors, LPs, and Portfolio Companies Covering Missed Strategy and Deductions
  • QuickBooks, Xero, Accounting Systems Diagnostic 
  • Financial Projections & Tax Liability 
  • Tax Credits Analysis 
  • Entity Considerations, Structuring Optimization, and Tax-Optimal Buy-Sell Agreement 

Our focus is well beyond tax return filings, as we find investors are looking for a partner who can constantly deliver more. And that’s just what we do in our On-Ramp program.

On-Ramp for Business


tax form


Business and entrepreneur tax returns and compliance 

Quarterly estimated taxes

Tax credit analysis

IRS controversy correspondence, representation, and audit defense



Financial reviews and bookkeeping* 

Quickbooks or Xero accounting diagnostic

Chart of accounts

Key Performance indicators benchmarking

tax automation

Financial Systems

Systems integration and automation 

Accounting software implementation

R&D and Work Opportunity tax credit tracking automation

Accounting system integration


Learn More

Why Do I Need A Strategic Tax & Accounting Advisor?



Avoid Unnecessary Penalties

Software products don’t fight penalties or take little-known deductions. We do.


Deliverables and Strategy Focused

We make sure that our advisors are aware and transparent about the goals for each client.


Live & Ongoing Strategy

We provide “live” advice that ensures you take action to realize available savings before the ink “dries” on your financials.

tax expert and consulting


Our tax experts know how the IRS works and how to save $1,000’s in tax without raising red flags.