Building a business. Growing a portfolio. Planning for your family. Start with the part of your life that needs a clearer financial picture.
Find your starting point
As revenue grows, entity structure, owner compensation, bookkeeping, and payroll stop being separate line items and start being decisions that affect each other. OICPA coordinates all of it under one CPA-led relationship.
Profit has grown past the point where an S-Corp election might help
Books are closing too late to inform decisions
Hiring across state lines without a payroll compliance plan
Equity compensation, multi-state income, real estate, and business ownership all interact in ways a once-a-year tax return does not capture. OICPA plans for these decisions before they happen, not after.
An equity vesting or option-exercise event is coming up
Income or residency now spans more than one state
A liquidity event changed the numbers your estimated payments were based on
Cost segregation, 1031 timing, passive activity rules, and property-level accounting all affect after-tax cash flow in ways that compound across a portfolio. OICPA coordinates the tax and accounting side of every stage, acquisition, hold, and exit.
A new acquisition or major capital project is on the table
A sale or refinance is being considered
Rental losses are piling up with no clear read on whether they're usable
GAAP conversion, audit readiness, and entity structure decisions all take longer to get right than founders expect. OICPA helps growth-stage and pre-IPO companies build that infrastructure before a deal timeline forces the issue.
A fundraise, acquisition, or listing is somewhere on the roadmap
Due diligence surfaced a gap in historical financials
A PCAOB-standard audit is coming and books have never been through one
Business income can shape a family decision. A property can change an estate plan. We help connect the conversations so your next step fits the whole picture.
