Tax Consulting & Strategic Tax Planning Services

Our team stays up-to-date with the latest tax codes to maximize your benefits and minimize liabilities.

Get accurate tax filing done by an expert

Stay compliant and up-to-date with tax laws and regulations

Discover strategic tax planning

CPA reviewing the accounting and finance records

Expert Tax Filing

Discover hassle-free, precise tax filings; we'll keep you on the right side of tax authorities and minimize liabilities.

Reporting Precision

Our service ensures every tax detail is accurately reported, avoiding errors and discrepancies.

Timely Submissions

We manage deadlines effectively, ensuring your tax filings are submitted on time, every time.

Compliance Assurance

Stay compliant with evolving tax laws, as we handle the complexities of tax regulations for your business.

Always Stay Compliant

We provide continuous monitoring and advice to prevent compliance issues before they arise, safeguarding your business from potential legal and financial risks.

Risk Management

We proactively identify and address potential compliance risks, protecting your business from penalties and legal complications.

Regular Compliance Reviews

Conducting periodic assessments to ensure your business practices remain in compliance with current laws and industry standards.

Legal Adherence

Our service ensures your business stays aligned with the latest legal regulations and standards, preventing legal issues.

Strategic Tax Planning

We'll analyze your business structure, transactions, and future goals to develop a personalized tax strategy.

Customized Tax Strategies

Develop customized tax strategies that align with your business goals, ensuring optimal tax efficiency.

Future-Focused Planning

Proactive planning for future tax scenarios, helping you prepare for changes and opportunities.

Maximized Tax Savings

Identify legal avenues to minimize tax liabilities, ensuring you save more while staying compliant.

All-Inclusive Services

Everything You Need
for Success

We partner with businesses to handle their taxes, accounting, and consulting needs. Our all-in-one solutions save you time and money, allowing you to focus on what's most important to you.

Fractional CFO
Services

Tax Expert going over tax return for Partnership and C Corp

Fractional CFO

  • Budgeting & Forecasting

  • Financial Planning & Analysis

  • KPI Monitoring

  • Investor Dashboard

Growth
Consulting

Fractional CFO meeting Clients

Growth Consulting

  • Business Growth

  • Cost Reduction

  • Operational Efficiency

  • Marketing Strategy

Tax Compliance

CPA reviewing the accounting and finance records

Tax Compliance

  • Proactive Tax Meetings

  • R&D Tax Credit

  • Quarterly Tax Planning

  • Federal & State Taxes

Bookkeeping

Bookkeeping

  • Dedicated Accountant

  • Bank Reconciliation

  • Accrual Accounting

  • Enhanced Financials

Blue part of Lineal Logo

Our Client Focus
Approach

No matter what industry or growth stage you are in, rest assured that we take customized approach to all clients.

Early Stage of Companies such as Saas and Ecommerce
Early Stage

Our services in accounting and CFO support assist startups in building a robust financial base and steering through their early expansion. We offer tailored solutions designed to address the distinct requirements of emerging businesses

  • SaaS
  • Technology
  • Startups
Growth Stage for Retail, eCommerce and NetSuite Clients
Growth Stage

Our accounting and CFO support is centered on optimizing operations, enhancing financial transparency, and advising on strategic choices. We aid in the success of expanding companies by offering adaptable financial strategies.

  • eCommerce
  • Retail Sales
  • Professional Services
Graph Showing business growth
Scaling Stage

Our accounting and CFO support services focus on sustaining financial equilibrium and managing swift growth. We engage closely with our clients, ensuring they have the support needed to effectively scale their operations.

  • Manufacturing
  • Real Estate
  • Construction

Our ERP Solution Partners:

Hear what our clients say about us:

"Great service! Friendly, responsive, knowledgeable! Wouldn't hesitate to recommend."

John Summers

Position, Company name

"Great support and quick response. Timberley is fun to work with and she works diligently to meet deadline. Vatsal also reacts quickly when we need more supports.."

Peichun

Position, Company name

"Their immediate assistance was the best!"

Patty Garcia

Position, Company name

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Name Surname

Position, Company name

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Name Surname

Position, Company name

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Name Surname

Position, Company name

We hired the firm for Netsuite consulting they did a great job on onboarding us and monthly accounting on NetSuite.

David Ruben

CEO, Darco International

Great support and quick response. Timberley is fun to work with and she works diligently to meet deadline. Vatsal also reacts quickly when we need more supports.

Pei-Chun Chiang

Controller, Arris Composites

Great service! Friendly, responsive, knowledgeable! Wouldn't hesitate to recommend.

John Summers

Business Manager, Gade & Parekh

Great service! I don't usually post reviews but I am happy to do so for Lineal. Probably one of the few very CPAs that I actually enjoyed talking to. More...

Jenna Al

Owner, Symbol Inc

Working with Vatsal was an excellent experience and continues to be. He prepared my annual corporate tax return and still checks in every quarter to make sure business is going smoothly. We will continue to use his service and recommend to others as well

Mark Atkin

CFO, TicTail LLC

Proactive Tax planning service was a first for me and our business benefited a lot from this rather than the once a year tax planning. Great communication as well.

Phil Smith

Founder, Moneta Inc

Job well done. Good job on the quick books to Intacct implementation

Farrah Christensen

Owner, Pelikas LLC

Lineal CPA has been so patient with me as I prepare my first business tax return! He provided me with the tools I needed to be organized and answered my questions promptly along the way.

Lindsay Nicole

Co-Founder, Nicole Weddings

I seek Lineal CPA's help to manage my books and financial statements for the current year, and I am very happy with the service they provided.

Patty Garcia

CEO, Rose Design Co

Contact us today and let's grow your business together

Learn how our personalized approach to financial management can elevate your business.