Framework Tax & Accounting
FOUNDING YEAR
2024
NUMBER OF EMPLOYEES
1
CREDENTIALS
CPA
LOCATION
National (U.S.)
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.
Minimum Financial Requirements
Annual Income
$500,000
Annual Revenue
$500,000
Services Offered
Service Pricing
Monthly Fixed Fee
$600 to $10,000
Client Type
Clients who would be a good fit
Those with complex financial situations
Clients who wouldNOTbe a good fit
Those with simple single form filings
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
Works with clients across the US
6 Client Reviews
Requirements:
$250,000 Minimum Revenue
White-Glove CPA Services for Solopreneurs (Ad Agencies, Consultants, Attorneys, and More) with $250K–$2M in Revenue
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Tax Preparation
Budgeting & Forecasting
Cash Flow Management
Individual Tax Preparation
Tax Planning & Strategy
Specialities
Solopreneurs
SMB Owners
$1,700-Monthly
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
