Treeline Tax & Advisory provides CPA-led tax preparation and tax planning for individuals and small businesses. The firm focuses on clear, accurate guidance without upselling or unnecessary complexity.
Treeline works with clients who want to understand their tax position, make informed decisions, and avoid surprises.
Treeline is founded and led by a licensed Certified Public Accountant with experience in:
Individual and small business taxation
Partnerships and pass-through entities
Equity compensation and variable income
Tax planning and advisory support
Individuals with equity compensation or non-W-2 income
Small business owners and partnerships
Independent operators seeking ongoing tax guidance