Everything your firm can now bring to the table.
Ten capabilities, funded and owned by the member firms, available through the firm you already work with. Nothing here requires a new relationship.
Tax strategy and resolution
Planning that happens before the year closes, and help when something goes wrong after it does.
Advanced tax planning
Proactive, year-round planning built around your business and your family, rather than a return prepared after the decisions are already made.
Entity structure, timing, retirement and charitable vehicles, real estate, and owner compensation, modeled out before the year closes so the choices are still available.
R&D tax credits
Identifying and documenting the research and development work in your business that qualifies for federal and state credits.
Common in manufacturing, software, engineering, and construction, and routinely missed. The study includes the documentation that has to hold up later.
Cost segregation
Engineering-based studies that accelerate depreciation on buildings and improvements you already own.
Applies to purchases, new construction, and renovations. Typically worth looking at any time real property is involved.
IRS and state resolution
A former IRS agent on the Alliance team who handles notices, examinations, appeals, and collections directly.
You forward the letter and stop losing sleep over it. Representation is handled by someone who spent a career on the other side of it.
Business advisory
The financial leadership a growing business needs before it can justify hiring for it.
Fractional CFO
Monthly financial leadership: forecasting, cash flow, pricing, margin, and the numbers behind your next decision.
A standing seat at the table for owners who need CFO-level thinking without a CFO-level salary.
Business valuation
Credentialed valuation work for succession planning, buy-sell agreements, gifting, divorce, and transactions.
Prepared to the standards the recipient will hold it to, whether that is a lender, a court, or the IRS.
AI advisory
Linked AI SolutionsPractical help putting AI to work inside your business, from the first useful use case through real deployment.
Built for owners who are tired of hearing that AI matters and would like to know specifically what to do about it.
Wealth and family
Your investments, your taxes, and your estate handled as one picture instead of three.
Private wealth management
Linked WealthInvestment management and financial planning coordinated with your tax picture rather than separate from it.
Your advisor and your CPA are on the same team, which removes the annual ritual of each one discovering what the other did.
Family office services
Linked WealthCoordinated tax, investment, estate, and administrative support for families with more moving parts than one advisor can track.
Multiple entities, multiple generations, and the reporting that keeps all of it legible.
Home lending
A mortgage joint venture for purchases and refinancing, with your CPA already in the loop on the paperwork.
Self-employed borrowers spend most of a mortgage application explaining their tax returns. Here, the people who prepared them are already on the file.
Availability varies by member firm and by state. Your firm's team can tell you what applies to your situation, and there is no expectation that any of it will.
You never have to manage the handoff.
There is no new portal, no new intake form, and no new person to build a relationship with.
Start where you always have.
You raise something with your firm. A question, a change in the business, a letter from the IRS, a decision you want a second opinion on.
Your firm pulls in the bench.
If the work calls for a specialist, your firm brings one in from inside the Alliance and stays in the room. You are introduced, not transferred.
One team, one relationship.
The specialist works alongside the people who already know you. Same point of contact, same expectations, same firm on the engagement.
Your firm is your front door.
There is nothing to sign up for here and nobody new to call. If something on this page sounds relevant to your business or your family, bring it up with your firm's team. They know your situation, and they know who to pull in.
Same people. Same number. More they can say yes to.