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.
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:
System Setup & Optimization
Accounting system consulting, setup, deployment, and QuickBooks training to ensure you’re starting with the right foundation.
Process Improvement & Ongoing Support
Streamlined accounting workflows and outsourced day-to-day support, including A/P, A/R, and account reconciliations.
Financial Reporting & Compliance
Preparation of accurate financial statements, quarterly payroll tax filings, and required forms such as W-2s and 1099s.
Custom Reporting & Advisory
Tailored reports and insights to help you monitor performance, stay compliant, and make informed financial decisions.
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:
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.
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.
Valuation & Transaction Support
Support for business valuations, M&A transactions, and restructuring efforts, grounded in technical expertise and practical execution.
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.
Litigation Support & Expert Analysis
Financial analysis and expert services to assist in legal disputes, valuation disagreements, and other high-stakes matters.
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:
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.
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.
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.
Payroll Tax Compliance
Ongoing support for federal and state payroll tax filings to ensure accuracy and timely reporting.
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:
Federal & State Income Tax Planning and Compliance
Personalized tax strategies and preparation that optimize your position while ensuring full compliance across jurisdictions.
Gift, Estate & Trust Tax Planning
Structures and strategies to transfer wealth efficiently, reduce exposure, and support your legacy objectives.
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.
Liquidity & Transaction Planning
Tax modeling and timing strategies around major life events like business sales, real estate transactions, or capital gains realization.
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.
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.
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.
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.
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.