Tax advisory & strategy
Foreign asset reporting and business-structure optimization, planned around your goals.
We don't only consult. We build our own financial technology, so we know what it takes to ship products people rely on every day. Meet the two we're proudest of.
A configurable reference data management suite that helps financial institutions transform and migrate data across platforms, with minimal effort and AI-driven analytics that keep everything clean, mapped and insight-ready.
Adapt to your data models and workflows without heavy re-engineering.
Move and reconcile financial data across systems with full traceability.
Surface insights and anomalies automatically across your pipeline.
Your trusted partner for taxes & accounting.
An AI-powered tax and accounting practice offering strategic planning, preparation, compliance and bookkeeping for individuals and businesses nationwide, from W-2 earners and 1099 contractors to LLCs, corporations and global filers.
Responsive filing plus year-round, strategy-led planning for even the most complex portfolios.
FBAR, FATCA, PFIC and Streamlined Procedures, handled with audit-ready accuracy.
Clean books and small-business accounting, so nothing slips through the cracks.
More than a filing tool, Easy TaxFiler is a full tax and accounting practice, pairing 10+ years of expertise with AI-driven accuracy to keep individuals and businesses compliant and optimized all year round.
Foreign asset reporting and business-structure optimization, planned around your goals.
Responsive, accurate filing for diverse portfolios and complex financial structures.
FBAR, FATCA, PFIC and Streamlined Procedures for US and foreign obligations, done right.
Clean, up-to-date books and reliable payroll for small businesses of every size.
Entity assessment and tax modeling to structure your business the smart way.
Proactive advice all year, not just at filing season, so there are no surprises.
Book a walkthrough of RDMFin or ETF, or tell us about a product you'd like us to build.