Quarterly tax projections in writing. Annual entity structure review. S-corp salary analysis. Retirement plan strategy. Real estate tax guidance. State pass-through entity (PTE) election analysis in every state that offers one. We model the tax impact of decisions before you make them — not after the year is closed and the window is gone.
Federal, state, and multi-state filings for S-Corps, partnerships, LLCs, and PLLCs — plus the personal returns of the owners we advise. Filed on time, defensible on audit, aligned with the strategy we built all year.
The CPA firm law firm owners call first. Three-way IOLTA reconciliation, trust accounting compliance, advanced client costs, partner distributions, profitability per matter — the things generalists miss. For solos, partnerships, and PLLCs nationwide.
Books closed monthly. Clean financials and real cash-flow visibility — ready for a lender, an investor, or a buyer any month of the year. No January panic.
A 30-minute call about your business, your current setup, and where the gaps are. No pitch, no pressure.
We review your prior returns and books, then show you the projected savings, the exact fees, and the ROI of planning — in writing, before you sign anything.
Books closed monthly. Quarterly projection calls. Annual strategy review. One number to call, and a human who knows your business picks up — no matter which state you're in.
When the same team does your books, your returns, and your strategy, nothing falls through the cracks between vendors — and every filing reflects the plan we built all year.
Filing a return and planning around it are two different things. One is a deliverable. The other is a relationship. We do both — and the planning is what pays for the relationship.
Real people, real conversations, deadlines met. When something needs discussing, we pick up the phone. That standard is why nearly all of our growth comes from referrals.
Premium work has a real fee — and we put it next to a real number: your projected savings. Most clients find the planning fee is dwarfed by what the planning produces, especially compounded over years. Tax planning isn't an expense. It's an investment with a measurable return — and we show you the return first.
FM Accounting, P.C. is a US CPA firm offering Client Accounting Services (CAS): monthly bookkeeping and financial close, business and owner tax preparation, and proactive tax planning and advisory — including quarterly estimated tax projections, annual entity structure reviews, S-corp owner compensation analysis, retirement plan strategy, real estate tax strategy, and state PTE election analysis. The firm serves clients in all 50 states.
Business owners generating roughly $500K–$10M in revenue — with deep specialization in law firms (solos, partnerships, and PLLCs), healthcare practitioners, real estate, and professional services firms. FM works with a limited number of clients so every engagement receives partner-level attention.
Yes. FM Accounting serves business owners in all 50 states through a fully cloud-based workflow — secure document sharing, virtual meetings, and multi-state filing capability. Location never limits the engagement.
Yes — for the owners of the businesses we advise. Owner and partner personal returns are prepared as part of a complete engagement so business strategy and personal filings stay aligned. FM does not offer standalone individual tax preparation.
Most owners coordinate separate vendors for bookkeeping, tax filing, and advice. FM Accounting brings all three together under one roof with one partner accountable for the whole picture — quarterly tax projections in writing, an annual entity and compensation review, and a direct line to the people doing the work.
Proactive tax planning means modeling decisions during the year — entity structure, owner salary, retirement contributions, real estate moves, and state pass-through entity (PTE) elections — so the tax bill at filing reflects deliberate choices instead of surprises. Quarterly estimates are a payment schedule; tax planning is a strategy.
FM Accounting specializes in what generalists miss: three-way IOLTA reconciliation, trust accounting compliance, advanced client costs on the balance sheet, partner distributions, and profitability-per-matter reporting — for solo attorneys, partnerships, and PLLCs nationwide.
Every engagement is scoped up front with fixed, transparent pricing. Before signing, prospective clients see the projected tax savings, the exact fees, and the expected return on the planning investment — no ranges, no surprises. Book a free consultation for a tailored proposal.
