Align Advisory & Tax Services is a client-focused Tax Consulting Firm that specializes in tax and small business consulting. We handle complex tax matters, tax preparation, tax planning, financial goal setting, resolution of tax issues, and small business consulting. It is our goal to build meaningful business relationships with all of our clients to serve them better.
I believe in personalized service that goes beyond numbers. Your business is unique, and so are your financial needs. My commitment is to provide tailored solutions, ensuring that my bookkeeping services align perfectly with your goals and challenges. I offer free initial consultation to discuss the client's needs and determine the most suitable bookkeeping package, ensuring that clients only pay for the services they need.
Open now
Walker Glantz partners with growth-minded businesses that are ready for more than basic accounting. Our ideal clients are startups and small to mid-sized companies generating between $1M and $25M in revenue, including tech and SaaS companies, professional service firms, and founder-led businesses that are scaling and need a stronger financial structure. Many of the businesses we work with are at a turning point. They have outgrown DIY bookkeeping or fragmented support and are looking for a more strategic, forward-thinking partner who can bring clarity and direction to their financials. Our Client Accounting Services (CAS) team provides accurate, timely financials, streamlined processes, and systems that give you real visibility into your business. On the tax side, we deliver proactive strategy and guidance, including support in complex areas like R&D tax credits and Section 174, so you can plan ahead with confidence. By combining accounting, tax, and advisory under one roof, we create a more complete financial picture and a more seamless experience. Think of us as the quiet hum in the background of your business, making sure you’re performing at an optimal level. Our team is tech-forward, highly responsive, and committed to helping you make smarter decisions as you grow.
Sharon Schweitzer, JD is an intercultural and international etiquette expert to current and future leaders within Global 2000 and Fortune 50 companies. As founder and president of Access to Culture, her work and travels have taken her to all seven continents and over 60 countries. She has over 20 years' experience providing consulting and training to more than 100,000 attorneys and corporate executives in law firms and global corporations. Sharon's law practice, during her earlier years as an employment attorney, involved cultural dynamics between employees and management. She has delivered presentations and workshops for Charles University, Prague; The Ohio State University, and The University of Texas at Austin. Sharon speaks French and some Czech. She is a popular radio and TV guest as well as a sought-after conference speaker, columnist and blogger. Connect with her at www.protocolww.com.
Open now
