Services
Iconiq Advisory provides accounting and tax services for individuals and businesses who want more than basic compliance.
Our work is advisory-led, structured, and designed to support confident decision-making at every stage of growth.
Engagements are intentional and built around long-term outcomes—not one-size-fits-all solutions.
Strategic Tax Advisory
This is where real value is created. Our Strategic Tax Advisory services are designed for clients who want to be proactive, not reactive.
As a CPA firm led by a Certified Tax Coach, we focus on forward-looking planning and tax-efficient decision support throughout the year.
Tax Compliance (Business & Individual)
Compliance is expected—precision is assumed. We prepare business and individual tax returns with discipline, context, and professional judgment.
Our process is never rushed and never transactional, ensuring accuracy and alignment with long-term strategy.
Accounting & Bookkeeping Services
Clean books are foundational. Our Accounting & Bookkeeping Services provide ongoing financial clarity and structure.
Business owners can rely on their numbers to make informed decisions with confidence.
Outsourced Controller & Fractional CFO
For growing businesses that need financial leadership without a full-time hire, we offer Outsourced Controller and Fractional CFO services.
This engagement provides higher-level oversight, analysis, and strategic guidance to support sustainable growth.
Business Formation & Structural Planning
We advise founders and business owners on entity selection and structuring with a focus on tax efficiency, scalability, and long-term flexibility.
The goal is to start correctly and avoid costly restructuring later.
How We Work
Iconiq Advisory operates through structured engagements. Service scope, deliverables, and pricing tiers are outlined clearly at the outset.
We work best with clients who value preparation, responsiveness, and long-term advisory relationships.