Where Intelligence Meets Integrity.
Delivering strategic tax, financial, and wealth solutions for businesses and high‑net‑worth clients.
Building Value • Preserving Wealth • Abiding Legacy
With Precision We Offer:
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Tax Advisory
Proactive tax strategy, compliance, and audit defense for growing organizations and their principals.
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CFO & Accounting
Fractional CFO, controllership, and GAAP-ready reporting to power confident decisions and scale.
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Wealth Management
Goals-based planning, legacy and estate management, and tax-smart wealth strategies for HNW clients.
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Business Advisory & ValueBuilding
Value creation, succession, and transaction readiness from $200K to $500M in revenue.
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Benefit from our certified experts' unparalleled advice, driving informed decisions and measurable results for your business.
Comprehensive Services
Leverage our extensive services tailored for growth, sustainability, and protection of your business at every stage.
Tailored Solutions
Experience personalized strategies aligned with your unique business needs, fostering growth and preserving wealth for the long-term.
Sustainable Results
Attain sustainable success through our strategic approaches, delivering recurring, measurable results that drive value and preserve wealth for your business.
Client outcomes
Select remarks from operators and wealth clients we serve.
"Precision helped us restructure and cut our effective tax rate by 28% while preparing for acquisition."
"Their CFO team gave us investor-grade reporting in 90 days. We closed a growth round at a premium."
"Our family office trusts Precision for coordinated tax and wealth strategy. World‑class and responsive."
Align tax, finance, wealth, and deals under one roof
Schedule a confidential conversation to explore fit. No pressure — just clarity.