Taxes shouldn't stand in the way of running your business
We’ll help you stay compliant, reduce risk, and find new opportunities for savings through an intentional, well-designed tax strategy.
Why choose us
Why choose us
Why choose us
Expert tax services tailored to your business success
Other Firms
Reactive Compliance
Annual tax filing focused solely on meeting deadlines and basic requirements.
Reactive Compliance
Annual tax filing focused solely on meeting deadlines and basic requirements.
Reactive Compliance
Annual tax filing focused solely on meeting deadlines and basic requirements.
Junior Staff Management
Work handled primarily by less experienced team members with limited partner involvement.
Junior Staff Management
Work handled primarily by less experienced team members with limited partner involvement.
Junior Staff Management
Work handled primarily by less experienced team members with limited partner involvement.
Standard Solutions
Cookie-cutter approaches that miss opportunities specific to your business and industry.
Standard Solutions
Cookie-cutter approaches that miss opportunities specific to your business and industry.
Standard Solutions
Cookie-cutter approaches that miss opportunities specific to your business and industry.
Set It and Forget It
Annual touchpoints with little ongoing guidance or support.
Set It and Forget It
Annual touchpoints with little ongoing guidance or support.
Set It and Forget It
Annual touchpoints with little ongoing guidance or support.
With Sung Marin
Proactive Tax Strategy
Year-round planning that identifies savings opportunities and keeps you ahead of changes.
Proactive Tax Strategy
Year-round planning that identifies savings opportunities and keeps you ahead of changes.
Proactive Tax Strategy
Year-round planning that identifies savings opportunities and keeps you ahead of changes.
Partner-Level Attention
Direct access to CPAs with 15-20+ years of experience at every stage.
Partner-Level Attention
Direct access to CPAs with 15-20+ years of experience at every stage.
Partner-Level Attention
Direct access to CPAs with 15-20+ years of experience at every stage.
Sophisticated Tax Planning
Strategic use of R&D credits, cost segregation, entity optimization, and advanced techniques.
Sophisticated Tax Planning
Strategic use of R&D credits, cost segregation, entity optimization, and advanced techniques.
Sophisticated Tax Planning
Strategic use of R&D credits, cost segregation, entity optimization, and advanced techniques.
Year-Round Partnership
Continuous support, monitoring, and optimization as your business evolves.
Year-Round Partnership
Continuous support, monitoring, and optimization as your business evolves.
Year-Round Partnership
Continuous support, monitoring, and optimization as your business evolves.
Core Tax Services
Core Tax Services
Core Tax Services
Reliable expertise to drive your greatest success
Strategic Income Tax Planning and Consulting
Gain a clear roadmap for growth with tailored strategies that align with your goals.
State and Local Income Tax Planning
Streamline workflows and optimize processes to boost productivity and reduce costs.
Federal and State Income Tax Compliance
Make informed decisions with in-depth market insights and competitor analysis.
Comprehensive Income Tax Reporting and Preparation (Federal, State, Local)
Leverage cutting-edge technology to modernize your business and stay ahead.
Income Tax Credits and Incentives
We uncover valuable tax credits—from R&D and payroll incentives to state-specific programs—that many businesses miss, translating into substantial savings.
Entity Selection and Business Formation
We guide you in choosing the right business structure to minimize taxes and position your company for sustainable growth from day one.
Strategic Income Tax Planning and Consulting
Gain a clear roadmap for growth with tailored strategies that align with your goals.
State and Local Income Tax Planning
Streamline workflows and optimize processes to boost productivity and reduce costs.
Federal and State Income Tax Compliance
Make informed decisions with in-depth market insights and competitor analysis.
Comprehensive Income Tax Reporting and Preparation (Federal, State, Local)
Leverage cutting-edge technology to modernize your business and stay ahead.
Income Tax Credits and Incentives
We uncover valuable tax credits—from R&D and payroll incentives to state-specific programs—that many businesses miss, translating into substantial savings.
Entity Selection and Business Formation
We guide you in choosing the right business structure to minimize taxes and position your company for sustainable growth from day one.
Strategic Income Tax Planning and Consulting
Gain a clear roadmap for growth with tailored strategies that align with your goals.
State and Local Income Tax Planning
Streamline workflows and optimize processes to boost productivity and reduce costs.
Federal and State Income Tax Compliance
Make informed decisions with in-depth market insights and competitor analysis.
Comprehensive Income Tax Reporting and Preparation (Federal, State, Local)
Leverage cutting-edge technology to modernize your business and stay ahead.
Income Tax Credits and Incentives
We uncover valuable tax credits—from R&D and payroll incentives to state-specific programs—that many businesses miss, translating into substantial savings.
Entity Selection and Business Formation
We guide you in choosing the right business structure to minimize taxes and position your company for sustainable growth from day one.
Strategic Income Tax Planning and Consulting
Gain a clear roadmap for growth with tailored strategies that align with your goals.
State and Local Income Tax Planning
Streamline workflows and optimize processes to boost productivity and reduce costs.
Federal and State Income Tax Compliance
Make informed decisions with in-depth market insights and competitor analysis.
Comprehensive Income Tax Reporting and Preparation (Federal, State, Local)
Leverage cutting-edge technology to modernize your business and stay ahead.
Income Tax Credits and Incentives
We uncover valuable tax credits—from R&D and payroll incentives to state-specific programs—that many businesses miss, translating into substantial savings.
Entity Selection and Business Formation
We guide you in choosing the right business structure to minimize taxes and position your company for sustainable growth from day one.
Strategic Income Tax Planning and Consulting
Gain a clear roadmap for growth with tailored strategies that align with your goals.
State and Local Income Tax Planning
Streamline workflows and optimize processes to boost productivity and reduce costs.
Federal and State Income Tax Compliance
Make informed decisions with in-depth market insights and competitor analysis.
Comprehensive Income Tax Reporting and Preparation (Federal, State, Local)
Leverage cutting-edge technology to modernize your business and stay ahead.
Income Tax Credits and Incentives
We uncover valuable tax credits—from R&D and payroll incentives to state-specific programs—that many businesses miss, translating into substantial savings.
Entity Selection and Business Formation
We guide you in choosing the right business structure to minimize taxes and position your company for sustainable growth from day one.
Strategic Income Tax Planning and Consulting
Gain a clear roadmap for growth with tailored strategies that align with your goals.
State and Local Income Tax Planning
Streamline workflows and optimize processes to boost productivity and reduce costs.
Federal and State Income Tax Compliance
Make informed decisions with in-depth market insights and competitor analysis.
Comprehensive Income Tax Reporting and Preparation (Federal, State, Local)
Leverage cutting-edge technology to modernize your business and stay ahead.
Income Tax Credits and Incentives
We uncover valuable tax credits—from R&D and payroll incentives to state-specific programs—that many businesses miss, translating into substantial savings.
Entity Selection and Business Formation
We guide you in choosing the right business structure to minimize taxes and position your company for sustainable growth from day one.
Strategic Income Tax Planning and Consulting
Gain a clear roadmap for growth with tailored strategies that align with your goals.
State and Local Income Tax Planning
Streamline workflows and optimize processes to boost productivity and reduce costs.
Federal and State Income Tax Compliance
Make informed decisions with in-depth market insights and competitor analysis.
Comprehensive Income Tax Reporting and Preparation (Federal, State, Local)
Leverage cutting-edge technology to modernize your business and stay ahead.
Income Tax Credits and Incentives
We uncover valuable tax credits—from R&D and payroll incentives to state-specific programs—that many businesses miss, translating into substantial savings.
Entity Selection and Business Formation
We guide you in choosing the right business structure to minimize taxes and position your company for sustainable growth from day one.
Strategic Income Tax Planning and Consulting
Gain a clear roadmap for growth with tailored strategies that align with your goals.
State and Local Income Tax Planning
Streamline workflows and optimize processes to boost productivity and reduce costs.
Federal and State Income Tax Compliance
Make informed decisions with in-depth market insights and competitor analysis.
Comprehensive Income Tax Reporting and Preparation (Federal, State, Local)
Leverage cutting-edge technology to modernize your business and stay ahead.
Income Tax Credits and Incentives
We uncover valuable tax credits—from R&D and payroll incentives to state-specific programs—that many businesses miss, translating into substantial savings.
Entity Selection and Business Formation
We guide you in choosing the right business structure to minimize taxes and position your company for sustainable growth from day one.
Our approach
Our approach
Our approach
Key benefits that set us apart from other firms
Deep expertise
Decades of leadership at top firms bring big-firm sophistication with boutique-firm attention.
Deep expertise
Decades of leadership at top firms bring big-firm sophistication with boutique-firm attention.
Deep expertise
Decades of leadership at top firms bring big-firm sophistication with boutique-firm attention.
Forward-thinking strategy
We anticipate opportunities and challenges year-round, not just at tax time.
Forward-thinking strategy
We anticipate opportunities and challenges year-round, not just at tax time.
Forward-thinking strategy
We anticipate opportunities and challenges year-round, not just at tax time.
Tailored solutions
Every plan is custom-built for your structure, goals, and long-term growth.
Tailored solutions
Every plan is custom-built for your structure, goals, and long-term growth.
Tailored solutions
Every plan is custom-built for your structure, goals, and long-term growth.
Specialized tax incentives
We identify and implement R&D, cost segregation, and other valuable credits.
Specialized tax incentives
We identify and implement R&D, cost segregation, and other valuable credits.
Specialized tax incentives
We identify and implement R&D, cost segregation, and other valuable credits.
Trusted network
Our vetted partners extend support beyond tax strategy when needed.
Trusted network
Our vetted partners extend support beyond tax strategy when needed.
Trusted network
Our vetted partners extend support beyond tax strategy when needed.
Advisory partnerships
To collaborate directly with your trusted advisors who already understand your goals, challenges, and long-term plans
Advisory partnerships
To collaborate directly with your trusted advisors who already understand your goals, challenges, and long-term plans
Advisory partnerships
To collaborate directly with your trusted advisors who already understand your goals, challenges, and long-term plans
How it works
How it works
How it works
A proven process to achieve your biggest goals
01
Discovery & Assessment
Effortlessly schedule a consultation to discuss your business needs and challenges. We streamline the process to get started quickly.
Discovery & Assessment
Effortlessly schedule a consultation to discuss your business needs and challenges. We streamline the process to get started quickly.
Discovery & Assessment
Effortlessly schedule a consultation to discuss your business needs and challenges. We streamline the process to get started quickly.
Strategic Tax Planning
We analyze your situation and design a proactive tax strategy tailored to your needs — from entity optimization and credits to long-term planning that drives measurable value and compliance.
Strategic Tax Planning
We analyze your situation and design a proactive tax strategy tailored to your needs — from entity optimization and credits to long-term planning that drives measurable value and compliance.
Strategic Tax Planning
We analyze your situation and design a proactive tax strategy tailored to your needs — from entity optimization and credits to long-term planning that drives measurable value and compliance.
02
03
Implementation & Ongoing Partnership
From implementation through year-round guidance, we stay ahead of changes, uncover new opportunities, and ensure your strategy evolves with your business.
Implementation & Ongoing Partnership
From implementation through year-round guidance, we stay ahead of changes, uncover new opportunities, and ensure your strategy evolves with your business.
Implementation & Ongoing Partnership
From implementation through year-round guidance, we stay ahead of changes, uncover new opportunities, and ensure your strategy evolves with your business.
Our team
Our team
Our team
Meet the experts behind your business success
Eugene K. Sung, CPA, MST
Bio
Bio
Bio
Roberto C Marin, CPA
Bio
Bio
Bio
FAQ
FAQ
FAQ
Answers to your most common questions
How does your consulting process work?
What industries do you specialize in?
How long does it take to see results?
Do you offer one-time consultations?
Can small businesses afford your services?
How do I get started?
How does your consulting process work?
What industries do you specialize in?
How long does it take to see results?
Do you offer one-time consultations?
Can small businesses afford your services?
How do I get started?
How does your consulting process work?
What industries do you specialize in?
How long does it take to see results?
Do you offer one-time consultations?
Can small businesses afford your services?
How do I get started?
Contact us