LLarson CPA

What we do

Four disciplines, one standard of care.

Every engagement is scoped up front, priced plainly, and led by a named partner from the first call to the final filing.

01

Tax Strategy & Filing

Year-round planning for individuals, trusts, partnerships and corporations. We model the outcome before the year closes, so filing season holds no surprises.

  • Federal, state and multi-state returns
  • Quarterly estimates and withholding planning
  • Entity elections and R&D credit review
  • IRS notice and audit representation

02

Bookkeeping & Outsourced CFO

A clean monthly close and reporting you can actually act on — plus a senior finance partner in the room when the decisions get big.

  • Monthly close and account reconciliation
  • Cash-flow forecasting and budgeting
  • Board-ready management reporting
  • Payroll and AP/AR oversight

03

Advisory & Estate

Structure, succession and stewardship. We help families and owners plan across decades rather than quarters.

  • Entity structuring and restructuring
  • Succession and exit planning
  • Trust and estate tax planning
  • Charitable giving strategy

04

Business Consulting

The numbers behind the strategy — from first hire to acquisition diligence, delivered in plain language.

  • Financial due diligence
  • Pricing and margin analysis
  • Systems and software selection
  • KPI design and reporting cadence

Not sure which of these you need?

Book a call