01
Tax strategy
Entity, timing, and credits planned all year.
Modern CPA collective
Odds you like your accountant: 100 : 1→ EVEN
Bet on yourself.We'll run the numbers.
Proactive tax, clean books, CFO-grade advice — one advisor, flat monthly pricing.
For your business
The back office, handled
02
Outsourced accounting
Monthly close, clean ledgers, readable reports.
03
Fractional CFO
Forecasts, pricing, a steady hand for investors.
04
Credits & incentives
R&D, energy, and hiring credits — documented.
05
Entity & exit
Structured for the exit the numbers allow.
06
Payroll & compliance
Unglamorous work, kept steady and boring.
The manifesto
Most firms surface once a year with a surprise bill. We built the firm we would bet on — senior, flat, year-round.
— The Longshot collective
Filed late$2,400
Amended return$1,150
Late penalty$3,900
Due April 15$41,880
First contact all year.
Q2 strategy sprint
Estimates tuned
Credits captured
Planned & set asideEVEN
You knew in January.
The switch
Old guard vs. Longshot
01
They surface in April.
02
A rotating cast of juniors.
03
Hourly billing, mystery invoices.
04
They file your history.
05
Wait-and-see accounting.
The board flips. Your move.
Flat monthly plans
One price. No meter.
Foundations
from $900/mo
- Monthly bookkeeping
- Annual filing
- Quarterly check-in
Operator
from $2,400/mo
- Everything above
- Proactive tax strategy
- Fractional CFO hours
Collective
Custom
- Dedicated advisor pod
- Board-ready reporting
- Exit & deal support
For you personally
Your money, same strategy
Personal tax planning
Year-roundWithholding and timing tuned all year.
Equity & stock comp
FoundersISOs, RSUs, and 83(b)s exercised on purpose.
Real estate
Investors1031 and cost-seg handled before closing.
Trusts & estates
FamiliesQuiet planning for who comes after you.
A year on retainer
What proactive looks like
Q1
File & forecast
Returns filed early; you know the number.
Q2
Strategy sprint
Every lever pulled while time remains.
Q3
Mid-year true-up
Projections rerun against actuals. No drift.
Q4
Harvest & position
December moves that make April quiet.
Books closed monthly, replies in hours.
Industries
Fluent in your world
Cannabis & hempCreators & esportsSaaS & startupsConstruction & trades
Medical & dentalE-commerceHospitalityProfessional services
Match board
Your advisor, three picks
Who needs us?
What hurts most?
How do you work?
The collective
Senior people, no bench.
Mara Quill
Tax Strategy Principal
Plan beats fast refund.
Dev Okafor
Outsourced Accounting Lead
Closes books to lo-fi.
Sloane Marsh
Fractional CFO
Opinions on unit economics.
Theo Vance
Credits & Incentives
Finds hidden credits.
Priya Anand
Personal Tax & Equity
Makes RSUs make sense.
Cole Bridger
Client Experience
Replies fast.
Word on the street
What clients tell us
I used to learn what I owed in April. Now I know in January.
01 / 03
Free · Interactive tool
The Longshot Tax-Savings Estimator
The tax you're leaving on the table.
Most owners overpay without ever seeing the number. Answer a few questions and we'll run the same moves we run for clients — entity, timing, credits — and email you an honest estimate of what proactive planning could put back in your pocket.
- Your estimated overpayA single figure — what this year is likely costing you.
- Three biggest leversThe moves most likely to move your number.
- Bracket & timing readWhere you sit and where the drift is.
- Your next quarterOne clear action before the window closes.
Estimated annual overpay
$18,400
Entity & self-employment$7,200
Missed credits (R&D, hiring)$6,100
Timing & estimated payments$5,100
Illustrative only — your emailed estimate is built from your answers.
The board
Numbers we hold to
≤30
clients per advisor
12
touchpoints a year
<24h
reply-time cap
0
surprise invoices
Every advisor, every client.
Stop betting on April.
A 20-minute call tells us both.