Modern accounting,
measured in trust.
Halden & Vance is a boutique CPA practice for founders, operators, and high-earning households. Tax, accounting, and advisory — delivered with the precision of a Big Four firm and the attention of a private office.
Trusted by founders & family offices
01 — Practice Areas
Six disciplines. One firm built around them.
We don't hand you off to a junior associate. Every engagement is led by a partner who has spent the last decade doing this work for companies that look like yours.
Tax Strategy & Filing
Multi-entity, multi-state, and international filings — engineered around your goals, not the calendar.
- Federal & State
- Quarterly estimates
- Audit defense
Fractional CFO
Forecasting, board decks, and capital strategy from operators who've sat on both sides of the table.
- 13-week cash
- Scenario modeling
- Board reporting
Outsourced Accounting
Books closed by the 5th. Clean, GAAP-ready financials with the controls of a public company.
- Month-end close
- AP / AR
- Revenue recognition
Founder & Equity Planning
QSBS, 83(b), secondaries, and exits — the moves that compound long after the deal closes.
- QSBS planning
- RSU & ISO strategy
- Exit modeling
Audit & Assurance
Independent reviews and audits that hold up to investor scrutiny without slowing the business down.
- Reviews
- Compilations
- Agreed-upon procedures
Wealth & Estate
Coordinated planning across trusts, gifting, and entities for the next generation of stewardship.
- Trust accounting
- Gift & estate
- Family governance
02 — By the numbers
The work, in figures.
Every engagement is measurable. We benchmark, document, and report on outcomes — because the work should speak for itself.
03 — Approach
A deliberate four-step engagement.
We treat the first ninety days as a separate engagement. By the end of it, you'll know whether we're the right fit — and so will we.
Discovery
A 45-minute conversation to understand your entities, your goals, and where the friction lives. No deck, no pitch.
Diagnostic
We review three years of returns, books, and structure. You receive a written assessment with quantified opportunities.
Engagement
A fixed-fee scope of work, a named partner, and a shared workspace. You meet your team, not a portal.
Compounding
Quarterly reviews, year-round planning, and proactive moves. The relationship deepens — the surprises disappear.
04 — In their words
The clients we serve stay.
“Halden & Vance restructured our entity in a single quarter and saved us seven figures on the exit. They are the rare firm that thinks like operators.”
05 — Common questions
Answers, on the record.
Don't see what you're looking for? Send us a note — a partner replies within a business day.
Founders running $5M – $250M in revenue, family offices, and high-earning households with multi-state or international exposure. We're selective — we accept fewer than thirty new engagements per year.
06 — Begin
The right firm,
at the right table.
We accept a small number of new engagements each quarter. If your work is complex and your standards are high, we'd like to hear from you.
