Audit & assurance, tax, consulting, deals, risk, private client, managed services, and sustainability — the same breadth leading global firms deliver, with Howdy Tax clarity and 24/7 support.
Independent assurance, reviews, and reporting that strengthen trust with lenders, investors, boards, and regulators.
Discuss assuranceIndependent audits of financial statements for private companies, nonprofits, and growing enterprises that need lender or investor-ready reporting.
Review and compilation engagements when you need credible financials without a full audit scope.
Control design, documentation, and testing support so management can demonstrate a reliable control environment.
Targeted procedures for specific accounts, covenants, grants, or transaction diligence when a full audit is not required.
401(k) and other benefit plan audits that keep plan sponsors compliant and plan participants protected.
Yellow Book and Uniform Guidance single audit support for organizations receiving federal awards.
Compliance, planning, controversy, and transformation across federal, state, local, and international dimensions.
Discuss tax1040, S-Corp, LLC, partnership, and corporate filings with clear explanations and year-round estimated tax calendars.
Entity strategy, allocations, basis tracking, and provision support for complex ownership structures.
Income, franchise, sales & use, and nexus planning when you expand, hire remotely, or sell across state lines.
Cross-border structuring, withholding, foreign reporting, and transfer pricing documentation for global operations.
Deal structuring, due diligence, purchase accounting tax impacts, and post-deal integration planning.
Notices, audits, appeals, installment agreements, and penalty relief with steady representation.
Sales tax, credits & incentives, R&D credit studies, and opportunity identification that improves after-tax results.
Process, technology, and reporting upgrades so your tax function runs faster, cleaner, and more strategically.
Operator-minded consulting that helps you run, adapt, and grow — from fractional CFO support to transformation programs.
Explore consultingGrowth strategy, operating model design, and transformation roadmaps that turn ambition into executable plans.
Cash flow, KPIs, budgeting, forecasting, and board-ready reporting from advisors who think like operators.
ERP/accounting system selection, implementation support, automation, and data that leaders can actually use.
Practical AI use cases for finance, tax, and operations — with governance so innovation stays controlled.
Org design, compensation frameworks, and workforce planning aligned to growth and compliance needs.
Process improvement, cost takeout, and performance programs that free capacity without cutting quality.
Clean monthly closes, reconciliations, and decision-ready reports on a reliable cadence.
Support for boards and owners on reporting, risk oversight, and decision frameworks.
Buy-side and sell-side support from diligence through close and integration — so value survives the transaction.
Talk dealsQuality of earnings, working capital, tax, and operational diligence that surfaces risk before you sign.
Deal structuring, modeling, and coordination across tax, finance, and legal advisors through close.
Business and intangible valuation support for transactions, reporting, and planning conversations.
Day-one readiness, finance integration, and synergy tracking so the deal thesis becomes operating reality.
Financial packaging, data room readiness, and narrative support when you raise debt or equity.
Entity formation, reorganizations, and ownership changes designed for tax efficiency and governance clarity.
Regulatory compliance, internal audit, cyber risk, forensics, and controversy support that protect reputation and continuity.
Get risk supportPolicy frameworks, monitoring, and remediation for industry and tax compliance obligations.
Risk-based internal audit plans, control testing, and reporting that give leadership a clear view of exposure.
Risk assessments, control recommendations, and readiness support for data protection expectations.
Fact-finding, fraud examination support, and litigation-ready analysis when something doesn’t add up.
On-time payroll filings, multi-state withholding, and cleanup when employment tax has fallen behind.
Practical paths through installment agreements, penalty relief, and collection alternatives.
High-net-worth families, executives, and owners get coordinated tax, estate-aware planning, and life-event support.
Talk with an advisorCoordinated planning across investments, equity compensation, real estate, and charitable giving.
We work alongside your attorney and wealth advisors so estate, trust, and cash-flow decisions stay aligned.
Reporting, entity oversight, and tax coordination for multi-entity family structures.
Marriage, divorce, inheritance, home sale, relocation, or business exit — mapped before decisions lock in.
Planning around RSUs, options, bonuses, and deferred compensation with clear cash-tax timing.
Safe-harbor estimates and quarterly check-ins so underpayment penalties stay off the table.
Outsourced finance, tax, and compliance operations so your team focuses on growth while we keep the engine running.
Explore managed servicesFull-cycle accounting, month-end close, and controller-level oversight as a managed service.
Ongoing return preparation, estimated taxes, and calendar management for individuals and businesses.
Payroll processing coordination, filings, and multi-state employment tax support on a recurring cadence.
Accounts payable and receivable operations that improve cash visibility and reduce back-office burden.
Recurring management packs, dashboards, and variance analysis delivered on your schedule.
Digital document collection, e-sign, and secure exchange so collaboration stays organized and protected.
ESG strategy, reporting readiness, and incentive capture — so environmental and social goals connect to financial outcomes.
Discuss ESGPrioritize what matters to your stakeholders and build a practical roadmap tied to business value.
Data, controls, and narrative support for voluntary or customer-driven sustainability disclosures.
Identify tax credits, grants, and incentives related to energy efficiency, renewables, and clean investment.
Risk and reporting support as customers and lenders ask more about upstream practices.
Define metrics, baselines, and tracking so progress is measurable — not just aspirational.
Financial and incentive analysis for high-performance facilities and capital projects.