一句话Austin-based CPA firm providing tax planning, compliance, bookkeeping, international tax, estate tax, family office and business incorporation advisory.
适合谁Business owners, high-net-worth individuals, family offices, real estate investors, tech professionals, medical practices, legal practices, expatriates, foreign
核心功能Strategic tax planningTax complianceBookkeeping and payroll supportEstate tax and fiduciary oversightBusiness incorporation and entity structuringInternational tax and cross-border complianceRemote advisory / virtual CPA servicesFamily office and wealth governance supportClient document portalClient payment portal
核心功能模块税务筹划、税务合规、记账、 estate tax、business incorporation、international tax、remote advisory、family office、wealth governance、客户文档门户、客户支付门户。
第三方集成文本仅提到团队具备QuickBooks相关技能，但未说明作为服务或门户的正式集成能力。
团队协作与权限提供团队化服务；团队成员可作为客户与供应商、客户、投资人、捐赠人、债权人、商户或承包商之间的接口。未披露软件层面的权限管理。
数据安全合规参与Texas State Board of Public Accountancy Peer Review program；提及遵循AICPA ethical standards；国际税服务覆盖FATCA、FBAR等合规申报。未披露门户安全机制、加密或隐私认证。
部署方式(云/自托管)网站提供Client Document Portal和Client Payment Portal，但未说明部署方式。
支付Client Payment Portal
中国访问未知
适用场景高净值个人税务筹划、企业税务合规、房地产投资税务优化、科技从业者股权税务规划、跨境税务申报、FATCA/FBAR/FIRPTA合规、LLC/S-Corp等实体设立咨询、家族财富治理与记账支持
同类QuickBooksXeroTaxDomeKarbonCanopy国内可考虑金蝶、用友、畅捷通等财税软件或本地会计师事务所