Our Services

Built for Innovation-Led Businesses and the Professionals Behind Them

Growing businesses and successful professionals often face financial complexity that extends beyond basic compliance. Whether you’re scaling a business, managing equity compensation, navigating multi-state tax obligations, or planning for the future, our services are designed to provide proactive guidance and practical support as your needs evolve.

Individual Tax Preparation

Tax filing that accounts for multi-state income, stock options, and complex compensation structures.

Tax Strategy & Planning

Planning tailored to equity compensation, variable income, and investment activity common in technology roles.

Tax Advisory for Professionals & Executives

Support aligned with long-term planning, particularly for individuals building wealth through equity and investments.

Trust & Estate Tax Preparation

Precise handling of trust and estate filings with alignment to broader financial planning.

IRS & State Notice Support

Support for professionals dealing with audits or notices tied to multi-state filings or complex income reporting.

Transactional Financial Services

Accurate financial records and day-to-day support that create a reliable foundation for decision-making.

Bookkeeping Financial Recordkeeping Transaction Management Account Reconciliations Payroll Coordination Financial Systems Support

Controllership Services

Financial oversight, reporting, and visibility that bring structure to growing businesses.

Financial Reporting Cash Flow Monitoring Managerial Governance Internal Financial Controls Compliance Oversight Risk Mitigation

Financial Planning & Analysis (FP&A)

Forecasting, planning, and financial insight that support better business decisions.

Budgeting & Forecasting Financial Modeling Scenario Planning KPI Development Performance Analysis Strategic Financial Planning

Fractional CFO Services

Strategic financial leadership and guidance without the need for a full-time CFO.

Strategic Financial Leadership Growth Planning Board & Investor Reporting Financial Strategy Capital Planning Executive Decision Support

Business Tax Preparation

Accurate tax filing aligned with your business structure, growth stage, and operational footprint.

Tax Strategy & Planning

Tax strategy designed for technology-driven and innovation-led businesses, accounting for growth, reinvestment cycles, and evolving business models.

Tax Advisory for Business Owners

Ongoing guidance for founders and business owners navigating compensation, distributions, entity structure, and strategic tax decisions.

IRS Audit Representation

Professional representation and communication with the IRS during audits.

Unfiled Tax Returns

Support for reconstructing and filing prior-year returns.

Back Taxes & Payment Plans

Structured solutions for resolving liabilities, including cases involving business income, investments, or prior non-compliance.

IRS Liens & Levies

Assistance with removing liens and stopping enforcement actions.

Offer in Compromise

Negotiation support to reduce tax liability where eligible.

Innocent Spouse Relief

Support for individuals seeking relief from shared obligations.

IRS File & Transcript Review

Obtaining and analyzing IRS records to build a resolution strategy.

We're Here to Help

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. 

TTS Advisory

4727 Executive Drive, Suite 300
San Diego, CA 92121

Phone

Main: +1 (800) 229-5102
Mon–Fri, 9am–5pm PST

Mailing Address

10531 4S Commons Drive Suite 166-514
San Diego, CA 92127