Clarity in the numbers. Discipline in the work.
Einstein Accounting advises privately held companies, investors, and exempt organizations on tax, accounting, and financial leadership—measured, precise, and built for scrutiny.
Capabilities
Services shaped for operators and fiduciaries
From ongoing books to contested tax matters, each offering is staffed for technical depth—not volume.
Fractional CFO
Executive financial leadership for growing companies that need board-ready reporting, cash discipline, and capital planning without a full-time hire.
Learn more →Bookkeeping
Clean general ledgers, reconciled accounts, and close routines that give owners and advisors a trustworthy view of the business.
Learn more →Payroll Taxes
Withholding, deposits, filings, and employer compliance—handled with the care payroll obligations demand.
Learn more →Year End Financials
Compiled financial statements and year-end packages suitable for lenders, investors, and informed internal use.
Learn more →Income Taxes
Entity and individual return preparation, planning conversations, and positions documented for examination readiness.
Learn more →Non Profit Taxes
Form 990 series filings, unrelated business income, and exempt-organization compliance for boards and finance committees.
Learn more →Investor Tax Credits
Analysis and documentation support for credit-eligible investments, with attention to substantiation and timing.
Learn more →Federal Tax Court Representation
Advocacy and technical support in United States Tax Court matters, coordinated with counsel as appropriate.
Learn more →How we work
A firm culture of restraint
Substance over spectacle
We write for decision-makers. Deliverables are clear, sourced, and free of filler. If a conclusion is uncertain, we say so.
Engagement discipline
Scope, timeline, and fees are agreed in writing. Midstream changes are discussed before work expands.
Examination readiness
Positions we take are positions we can defend. Workpapers and memos are prepared with that standard in mind.
Insights
Notes for finance leaders
A year-end planning checklist that actually fits on one page
Prioritize cash, entity elections, and documentation before the calendar turns—without drowning in a hundred-item list.
When a fractional CFO is the right next hire
Signals that you have outgrown bookkeeping alone—and what a part-time finance lead should own in the first ninety days.
Form 990 essentials for board members
What directors should review before signing, and the disclosure items that most often generate follow-up questions.
Start with a focused conversation
Tell us about your entity structure, filing calendar, and what “done well” looks like. We will respond with a clear view of fit and next steps.