Business tax & compliance
Federal, state and local returns, filed early rather than extended. Extensions are a symptom, not a service.
Business advisory & tax
Business accounting, tax and advisory for owner-managed companies. Filing on time is the minimum anyone should expect. What you are actually paying for is entity structure, owner compensation and the planning that only works before December.
Services
We work with owner-managed businesses between roughly $500k and $20M in revenue. Below that we'll point you somewhere better suited.
Federal, state and local returns, filed early rather than extended. Extensions are a symptom, not a service.
Books closed by the tenth, with a short written commentary. You should not be finding out about last quarter in April.
Entity structure, owner compensation, cash-flow forecasting and the tax planning that only works if it happens before December.
Your personal return is included, because for an owner the company and the household are one problem wearing two hats.
Results
Our last accountant sent one email in February asking for eleven things we'd already sent. Corven set up a portal, chased automatically, and we've never had that conversation again.Marguerite S. · Owner, $4M distribution business
Process
Easier than people think, and best done between May and August rather than in January.
Thirty minutes. What your business does, what's currently painful, and whether we're the right size for each other.
We look at two years of returns and your current books, then propose a fixed monthly fee. No hourly billing, ever.
We request records from your current accountant, so you don't have to have that conversation. Usually two to three weeks.
Books monthly, a proper conversation quarterly, tax planning in the autumn while it can still change the outcome.
The year
The meeting room gets used every quarter. The filing happens in between, and it is the smaller part of the work.
Then this is the right month to talk. Everything worth fixing has to be built between May and August. By January it's too late to change anything.
Fixed monthly fees. Business clients from roughly $500k revenue. Free discovery calls.