Framework Tax & Accounting
FOUNDING YEAR
2024
NUMBER OF EMPLOYEES
1
CREDENTIALS
CPA
LOCATION
California
SUPPORT
Dedicated Staff
SOFTWARE
Framework Tax & Accounting
Framework is a premier tax and accounting firm committed to serving clients with complex financial landscapes and high-net-worth portfolios. Our experienced team delivers precise, strategic solutions tailored to clients with specialized needs, such as:
• Mergers & Acquisitions
• Tax Strategies for High-Income Earners
• Trust and Estate Tax Filing Services
• Accounting and Tax Services for Small to Medium Businesses
• Tax Planning for Employee Stock Options (ISOs, RSUs, ESPPs)
• Multi-State Tax Services & International Tax Compliance
• Tax Filing for Investors with Multiple K-1 and K-3 Forms
• Qualified Small Business Stock (QSBS) Tax Strategies
• Bookkeeping, Forensic Accounting & Financial Investigations
With a focus on quality, our team brings both innovation and deep tax law expertise to each client relationship, ensuring tailored and strategic support. At Framework, we’re dedicated to excellence and value the trust our clients place in us to manage their financial futures.
• Mergers & Acquisitions
• Tax Strategies for High-Income Earners
• Trust and Estate Tax Filing Services
• Accounting and Tax Services for Small to Medium Businesses
• Tax Planning for Employee Stock Options (ISOs, RSUs, ESPPs)
• Multi-State Tax Services & International Tax Compliance
• Tax Filing for Investors with Multiple K-1 and K-3 Forms
• Qualified Small Business Stock (QSBS) Tax Strategies
• Bookkeeping, Forensic Accounting & Financial Investigations
With a focus on quality, our team brings both innovation and deep tax law expertise to each client relationship, ensuring tailored and strategic support. At Framework, we’re dedicated to excellence and value the trust our clients place in us to manage their financial futures.
Adriel Lubarsky
May 15, 2025
Current client since 2025
5.0
Reason for working with Framework Tax & Accounting
They were fast to respond, had some good reviews, and gave me a discount for doing both personal and businesses taxes.
Experience working with Framework Tax & Accounting
Great! Fast, helpful, answered all my questions, didn't mind getting on calls, and had ideas for how to improve things.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Clients who would be a good fit
Those with complex financial situations
Clients who wouldNOTbe a good fit
Those with simple single form filings
Minimum Financial Requirements
Annual Income
$500,000
Annual Revenue
$500,000
Preferred Industry
Client Type
Services Offered
Service Pricing
Monthly Fixed Fee
$600 to $10,000
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