--- title: Accounting, Tax, and Advisory Services | Graham + Jones description: "Explore Graham + Jones’ full suite of services for business owners, investors, and families. Tax strategy, accounting, and high-touch advisory: all in one place." image: https://www.graham.cpa/hubfs/Website/Services/Accounting%20%26%20Bookkeeping.jpg --- # Services That Start with Strategy From compliance to complexity, our services are designed to support growth, protect wealth, and give you confidence in every financial decision. Whether you’re launching a business, managing generational wealth, or navigating a major transaction, we meet you where you are—and help you get where you're going. [Let’s Talk](https://www.graham.cpa/contact?hsLang=en) [![Hero-image-v2](https://www.graham.cpa/hs-fs/hubfs/Website/Hero-image-v2.jpg?width=700&height=500&name=Hero-image-v2.jpg) ](https://www.graham.cpa/contact?hsLang=en) OUR SERVICES ## Comprehensive Support for Complex Needs Graham + Jones delivers tax, accounting, and advisory services that adapt to the complexity of each client’s situation. From managing compliance obligations to structuring long-term strategies, our work is grounded in technical rigor, collaborative relationships, and an unwavering focus on results. ## Accounting & Bookkeeping Our team works closely with clients to build customized reporting, streamline back-office workflows, and create scalable accounting systems that grow with the business. From basic bookkeeping to white-glove outsourced accounting solutions, Graham + Jones delivers the clarity and structure needed to move forward. Services include: ![Accounting & Bookkeeping_final](https://www.graham.cpa/hs-fs/hubfs/Website/Services/Accounting%20%26%20Bookkeeping_final.jpg?width=700&height=500&name=Accounting%20%26%20Bookkeeping_final.jpg) #### System Setup & Optimization Accounting system consulting, setup, deployment, and QuickBooks training to ensure you’re starting with the right foundation. System Setup & Optimization #### Process Improvement & Ongoing Support Streamlined accounting workflows and outsourced day-to-day support, including A/P, A/R, and account reconciliations. Process Improvement & Ongoing Support #### Financial Reporting & Compliance Preparation of accurate financial statements, quarterly payroll tax filings, and required forms such as W-2s and 1099s. Financial Reporting & Compliance #### Custom Reporting & Advisory Tailored reports and insights to help you monitor performance, stay compliant, and make informed financial decisions. Custom Reporting & Advisory ## Advisory We help business owners, family offices, high-net-worth individuals, and others bring clarity to complex situations.  Whether you're planning an exit, optimizing performance, or protecting wealth, our advisory team brings experience, precision, and perspective to the table. Our advisory services include: ![Advisory](https://www.graham.cpa/hs-fs/hubfs/Website/Services/Advisory.jpg?width=700&height=500&name=Advisory.jpg) #### Strategic Financial Planning Forward-looking guidance to help you align your financial operations with long-term goals. We support budgeting, forecasting, and decision-making that drive growth and resilience. Strategic Financial Planning #### Succession & Exit Planning Customized strategies to help business owners prepare for leadership transitions, liquidity events, or generational wealth transfers while preserving value and minimizing disruption. Succession & Exit Planning #### Valuation & Transaction Support Support for business valuations, M&A transactions, and restructuring efforts, grounded in technical expertise and practical execution. Valuation & Transaction Support #### Compensation & Retirement Planning Design and analysis of compensation structures for owners and employees, including retirement planning tailored to your tax profile and long-term objectives. Compensation & Retirement Planning #### Litigation Support & Expert Analysis Financial analysis and expert services to assist in legal disputes, valuation disagreements, and other high-stakes matters. Litigation Support & Expert Analysis ## Business Tax Services Your business doesn’t need just tax prep — it needs a plan. We go beyond compliance to deliver strategic guidance that aligns with your business goals, adapts to changing regulations, and positions you for long-term success. Our business tax services include: ![Business Tax Services](https://www.graham.cpa/hs-fs/hubfs/Website/Services/Business%20Tax%20Services.jpg?width=700&height=500&name=Business%20Tax%20Services.jpg) #### Federal & State Income Tax Planning and Compliance Proactive planning and accurate preparation to reduce your tax burden and avoid surprises — all while staying compliant with current laws. Federal & State Income Tax Planning and Compliance #### Entity Selection & Restructuring Guidance Whether you’re forming a new company or evaluating a change in structure, we help you choose the right entity type to support tax efficiency and operational flexibility. Entity Selection & Restructuring Guidance #### M&A and Transaction Tax Analysis Tax impact modeling for mergers, acquisitions, and divestitures, including deal structuring that helps you preserve value and manage liabilities. M&A and Transaction Tax Analysis #### Payroll Tax Compliance Ongoing support for federal and state payroll tax filings to ensure accuracy and timely reporting. Payroll Tax Compliance ## Private Client Services Your personal tax strategy should do more than keep you compliant. It should align with your long-term goals — whether that means managing liquidity events, planning for retirement, or passing on wealth efficiently. We work closely with high-income individuals, business owners, and family offices to build proactive strategies that adapt to life changes and regulatory shifts, all while ensuring accurate, on-time filings. Our private client and family office services include:   ![Private Client Services](https://www.graham.cpa/hs-fs/hubfs/Website/Services/Private%20Client%20Services.jpg?width=700&height=500&name=Private%20Client%20Services.jpg) #### Federal & State Income Tax Planning and Compliance Personalized tax strategies and preparation that optimize your position while ensuring full compliance across jurisdictions. Federal & State Income Tax Planning and Compliance #### Gift, Estate & Trust Tax Planning Structures and strategies to transfer wealth efficiently, reduce exposure, and support your legacy objectives. Gift, Estate & Trust Tax Planning #### Equity Compensation Planning Tax planning around stock options, RSUs, and other forms of equity to help you maximize after-tax outcomes and avoid costly missteps. Equity Compensation Planning #### Liquidity & Transaction Planning Tax modeling and timing strategies around major life events like business sales, real estate transactions, or capital gains realization. Liquidity & Transaction Planning #### IRS and State Audit Representation In the event of an audit, we represent you directly, manage all communications, and work toward the most favorable resolution. IRS and State Audit Representation ## Partners in Your Success Graham + Jones isn’t just another accounting firm. We’re a strategic partner built for clients who expect more — more clarity, more capability, more care. Our team combines Big 4 experience with a boutique, high-touch model that delivers both technical excellence and real-world perspective. ### Sophisticated Expertise Our background includes decades of experience advising business owners, investors, and families on complex financial and tax matters. We bring a high level of technical skill — and we know how to apply it practically. [Sophisticated Expertise](https://www.hubspot.com/) ### Long-Term Perspective We build relationships that last. Many of our clients have been with us through ownership transitions, liquidity events, and generational planning. We earn that trust by delivering value year after year. [Long-Term Perspective](https://www.hubspot.com/) ### Tailored Strategies, Not Templates No cookie-cutter solutions here. We dig deep into your goals, your structure, and your blind spots — then build a plan that’s right for you. [Tailored Strategies, Not Templates](https://www.hubspot.com/) ## Ready for a Smarter Approach to Your Financial Strategy? You’ve seen what we do. Now let’s talk about what we can do for you. Whether you're looking for proactive tax planning, streamlined accounting operations, or strategic financial guidance, Graham + Jones is built to deliver lasting value. Our team brings a rare combination of technical depth, business insight, and practical experience — all tailored to your goals. Get in touch today and take the next step with a firm that’s committed to your success.