Our Services

Tax • Accounting • Advisory Services

At White Glove, we deliver excellence made seamless and service made personal across tax planning, compliance, advisory, and outsourced accounting. Our experienced professionals serve individuals and businesses across industries, providing tailored solutions to help you plan for the future, meet regulatory obligations, and reach your financial goals.

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Core Services:

Tax Planning & Compliance

Minimize tax liabilities and stay compliant at the federal, state, and local levels. We offer strategic planning and full-service preparation for individuals, businesses, trusts, estates, and more.

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Tax Advisory

Gain expert insight into complex tax scenarios with personalized guidance. We help optimize tax positions and align strategies with your long-term goals.

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Outsourced Accounting

Ensure financial clarity with dependable day-to-day accounting support and strategic insight. Choose full-service or supplemental support tailored to your business size and needs.

Outsourced CFO

You don’t need a full-time CFO to get high-level financial insight. Our Outsourced CFO services provide strategic financial leadership for companies ready to scale. We help you understand your numbers, build budgets, improve cash flow, and make better decisions. Whether you’re preparing for growth, raising capital, or simply want clarity and control over your finances, we become your right-hand advisor — without the six-figure salary.

Business Valuation

Knowing what your business is worth is critical — whether you’re planning to sell, bringing in partners, or making strategic decisions. At White Glove CPAs, we offer certified, defensible business valuations tailored to your industry and goals. We use proven methodologies and deep financial analysis to give you a clear, accurate picture of your business's value. It's more than just a number — it’s a roadmap for your next move.

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Mergers and Acquisitions

Buying or selling a business is one of the most important financial decisions you'll ever make. At White Glove CPAs, we guide you through the entire M&A process — from valuation and deal structuring to due diligence and post-close integration. We work with business owners, investors, and advisors to ensure deals are tax-efficient, properly negotiated, and strategically aligned. Whether you're exiting, acquiring, or merging, we help you do it the right way — and with confidence.

Let's Talk

Not seeing exactly what you need? Our services are extensive, and our team is ready to help.

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