SERVICES We Offer

Strategic Tax Advisory Services

Two people in a legal consultation with books and a gavel on the desk.

Equity Compensation Planning

Understand the tax impact of:

Incentive Stock Options
Nonqualified Stock Options
RSUs
ESPPs
Liquidity Events

Year-Round Tax Planning

Avoid surprises before they happen.

Mid-Year Tax Review
Quarterly Tax Planning
Estimated Tax Projections
Multi-Year Planning

Tax Preparation

Comprehensive preparation for:

Individuals
Business Owners
Investors
Executives

Business Advisory

Entity Selection
QuickBooks Consulting
Cash Flow Planning
Growth Strategy

YOUR PROCESS

Strategic Tax Advisory Services

How We Work Together

Step 1

Discovery Meeting

Understand your goals, investments, compensation structure, and tax situation.

Step 2

Strategic Tax Review

Identify opportunities and potential risks.

Step 3

Implementation

Develop an actionable tax strategy.

Step 4

Year-Round Support

Monitor changes and adjust plans throughout the year.

TESTIMONIALS

Sean Bennett Professionalism, Quality, Responsiveness, Value. Bruce has been my accountant for years. I am a small business owner who also does contracted work. My income will vary greatly each year. Since using Bruce Van Horn's CPA services, I have saved thousands of dollars annually on my taxes. He is professional and responsive. More importantly, he is a wiz with taxes and well worth his reasonable fee. I highly recommend his services as a CPA.

Christian Parker: Professionalism, Quality, Bruce is so knowledgeable and wonderful at what he does. So happy to have found him. I have been utilizing his services for a few years now. Simply the best. Whether it is business related or personal, Bruce can handle whatever comes his way.

Kevin Mercer: Professionalism, Quality, Responsiveness, Value. Working with Bruce is a pleasure, I have nothing but good things to say about my experiences with him. I found him to be extremely knowledgeable and he provided me with quality service in a timely manner. I highly recommend Bruce for anybody’s tax and accounting needs.

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