WELCOME TO TTS ADVISORY
A Boutique Financial Services and Tax Company for Innovation-led Businesses
We serve innovation-led companies and the founders, executives, and professionals behind them through strategic tax, financial, and advisory services.
Strategic tax and financial guidance built for innovation-led businesses & individuals
We work with small businesses and individuals who build, scale, and iterate in real time. Through our TTS Growth Framework, we connect bookkeeping, tax planning, and financial advisory into one integrated system, bringing structure, proactive guidance, and ongoing partnerships to technology companies and professionals.
ABOUT TTS ADVISORY
What We Believe
Technology businesses don’t operate like traditional companies.
They move faster. They build as they go. They iterate, pivot, and scale in real time.
Traditional financial services often struggles to keep up with that pace. We don’t.
We believe financial information should be accessible, relevant, and actually usable, so you can make informed decisions without being slowed down or disconnected from your numbers.
We Understand Your Business Model
We take the time to understand how your business works — your revenue streams, your tech stack, and what you're building. This isn't just compliance. It's strategic partnership.
Structure for Fast-Moving Operations
We bring clarity to the financial side of growth. Our TTS Growth Framework connects accounting, tax, and advisory into one system that keeps up with your pace.
Proactive, Not Reactive
We don't wait until year-end. We work alongside you throughout the year, identifying opportunities, reducing surprises, and helping you plan ahead.
Who We Work With
Specialized financial strategy for the people and companies building the future. Whether you are scaling a startup or optimizing your equity compensation, we ensure your finances are built for the long term.
Technology Businesses
Bookkeeping, tax strategy, and financial oversight for technology companies navigating growth, cash flow, and operational complexity.
Technology Professionals
Personal tax planning and advisory for founders, executives, and technology professionals managing equity compensation and multi-state income.
OUR SERVICES
Financial Structure, Tax Strategy, and Advisory Support
For Businesses
Growing businesses need more than year-end tax support. As financial complexity increases, stronger systems, reporting, planning, and financial oversight become essential. We help businesses build financial structure through a combination of proactive tax services and scalable advisory support.
Tax Services: Tax Preparation • Tax Strategy & Planning • Tax Advisory for Business Owners
Client Advisory Services (CAS): Transactional Financial Services • Controllership Services • FP&A • Fractional CFO Services
For Individuals
Tax planning built around how professionals actually earn, invest, and grow. We support founders, executives, and professionals with proactive planning, equity-related tax considerations, multi-state tax matters, and ongoing advisory support.
Includes: Individual Tax Preparation • Tax Strategy & Planning • Tax Advisory for Professionals & Executives • Trust & Estate Tax Preparation • IRS & State Notice Support
Tax Relief & Resolution
Structured support when tax matters become more complicated. We help individuals and businesses navigate IRS and state tax issues with clarity, guidance, and a defined path forward.
Includes: IRS Audit Representation • Unfiled Tax Returns • Back Taxes & Payment Plans • IRS Liens & Levies • Offer in Compromise • Innocent Spouse Relief
TTS ADVISORY
A Trusted Partner for Businesses and Individuals Seeking More Than Compliance
We build long-term relationships with clients who value proactive guidance, structured financial support, and an advisor who takes the time to understand their goals.
Our focus is helping businesses and individuals make informed financial decisions through thoughtful planning, reliable financial systems, and ongoing support.
WHY CHOOSE TTS ADVISORY
Financial Support That Grows With Your Business
We combine modern financial tools with experienced advisory insight to deliver structured support across tax, bookkeeping, and financial management.
Our goal is to help you understand your financial position, make informed decisions, and stay focused on what matters most.
TTS ADVISORY
Explore Our Insights
You Don’t Have a Tax Problem – You Have a Visibility Problem
Most founders believe their challenge is tax complexity or bookkeeping overhead. In reality, the bigger issue is limited visibility into the financial side of the business. This blog explores how better financial visibility leads to stronger decisions, improved cash flow management, and fewer surprises throughout the year.
Why Growing Technology Businesses Outgrow Basic Bookkeeping
Many technology businesses start with bookkeeping focused solely on compliance. As the business grows, owners need more than categorized transactions, they need financial information that supports decision-making. This blog explores the signs that a business has outgrown basic bookkeeping and why stronger financial systems become critical for sustainable growth.
Ready to Bring Clarity to Your Financial Operations?
Get in Touch
Whether you’re navigating tax complexity, scaling your financial operations, or planning for the next stage of growth, we’re here to help. Schedule a consultation to discuss how we can support your business.
San Diego Office
4727 Executive Drive, Suite 300
San Diego, CA 92121
+1 (800) 229-5102
Phone
Main: +1 (800) 229-5102
Mon–Fri, 9am–5pm PST
Mailing Address
10531 4S Commons Drive
Suite 166-514
San Diego, CA 92127