Personal tax planning
Year-roundWithholding, estimates, and timing tuned through the year — so April is a confirmation, not a surprise.
Longshot — a modern CPA collective
Odds you actually like your accountant: 100 : 1→ EVEN
Bet on yourself.We'll run the numbers.
Proactive tax strategy, clean books, and CFO-grade advice for founders, operators, and the households behind them. One senior advisor. Flat monthly pricing. No surprises in April.
The manifesto
Most firms taught you to expect one yearly meeting, a surprise bill, and a partner who retired mid-onboarding. We can do better. So we built the firm we would bet on — senior advisors, flat pricing, year-round strategy, and a relationship that lasts longer than tax season.
— The Longshot collective
The switch
Old guard vs. Longshot
Flip the board. See what changes the day you switch.
01
You hear from them every April.
02
A rotating cast of junior staff.
03
Hourly billing. Mystery invoices.
04
They file your history.
05
Wait-and-see accounting.
The board flips itself. So should you.
For your business
The whole back office, without the back office
Filing is the last step, not the service. We plan entity structure, timing, and credits all year — so the return is just paperwork.
Quarterly projectionsEntity optimizationMulti-state filings
You don't need to build an accounting department. Lean on ours: monthly close, clean ledgers, and reports a human can actually read.
Monthly close & reconciliationAP / AR workflowsBoard-ready reporting
Forecasts, pricing models, and a steady hand in the room when the bank, the board, or a buyer starts asking questions.
Cash-flow forecastingFundraise & lender prepKPI dashboards
R&D, energy, hiring — the credits you qualify for and may never have claimed. We document everything so the position holds up.
R&D credit studiesCost segregationState incentive mapping
From your first LLC to a letter of intent. We structure the business so the exit you want is the exit the numbers allow.
RestructuringSuccession planningSale-readiness reviews
The unglamorous work that quietly trips up growing companies. We keep it steady and boring — which is exactly the point.
Payroll administrationSales & use tax1099 / contractor compliance
For you personally
Your money deserves the same strategy as your company
Equity & stock compensation
Founders & operatorsISOs, RSUs, 83(b)s, and the alphabet that follows a liquidity event. We help you exercise and sell on purpose, with a plan.
Real estate & cost segregation
InvestorsDepreciation strategy, 1031 timelines, and short-term-rental rules handled before the closing date, not after.
Trusts, estates & the handoff
FamiliesQuiet, careful planning for the people and causes that come after you. Weighty topics, handled with a light touch.
A year on retainer
What proactive actually looks like
Most firms surface once a year. This is our calendar — every client, every year.
Q1
File & forecast
Returns filed early, last year reviewed, this year projected. You start the year already knowing the number.
Q2
Strategy sprint
Entity, retirement, credits, comp structure — every lever reviewed while there is still a year left to pull them.
Q3
Mid-year true-up
Projections rerun against actuals. Estimates adjusted. No drift, no end-of-year scramble.
Q4
Harvest & position
Losses harvested, income timed, purchases placed. December moves that make April quiet.
And always: books closed monthly, an open line to your advisor, and replies measured in hours.
Industries
Fluent in your world
Every industry thinks its books are uniquely complicated. Some genuinely are. We speak all of them.
Cannabis & hempCreators & esportsSaaS & startupsConstruction & tradesReal estate
Medical & dentalE-commerceHospitalityProfessional servicesNonprofits
The match board
Find your advisor in three picks
No long forms, no "someone will reach out." Pick three squares and meet the advisor most likely to fit. The intro call books a real calendar.
Pick 1 of 3
Who needs us?
Pick 2 of 3
What hurts most right now?
Pick 3 of 3
How do you like to work?
The collective
Senior people. No bench-warming.
Every Longshot client works with a named senior advisor — never "whoever is free."
Mara Quill
Tax Strategy Principal
Believes a good plan beats a fast refund
Dev Okafor
Outsourced Accounting Lead
Closes the books to a lo-fi playlist
Sloane Marsh
Fractional CFO
Has opinions about your unit economics
Theo Vance
Credits & Incentives
Finds credits other firms walk past
Priya Anand
Personal Tax & Equity
Explains RSUs without a whiteboard
Cole Bridger
Client Experience
Replies before you finish your coffee
Word on the street
What our clients tell us
The kind of relationship we set out to build, in their words.
I used to find out what I owed in April. Now I know in January, and I usually owe less. It’s a completely different experience.
01 / 03
The board
Numbers we hold ourselves to
≤30
client cap per advisor
12
strategy touchpoints a year
<24h
maximum reply time
0
surprise invoices, ever
The standards every Longshot advisor runs on.
Stop betting on April.
Start planning in January. A 20-minute intro call is enough to know if we’re your firm.