CORE PRACTICE
WHAT WE DO BEST
Accounting & Tax
Our foundation and primary practice. We provide comprehensive accounting and tax services — from compliance to proactive strategy — tailored to the complexity of high-achieving individuals and growing businesses. Whether you need a trusted CPA for annual compliance or a senior advisor building a long-term tax strategy, this is what we do every day.
Individual & business tax
Accounting & compliance
Estate & trust tax
Entity structuring
Tax risk management
Individual & business tax planning
Proactive strategies that reduce tax burden across all income types.
Accounting & bookkeeping
Accurate, timely financial records you can rely on.
Corporate, partnership & trust tax
Comprehensive filing and advisory for complex entity structures.
Estate & trust planning
Tax-efficient strategies for wealth transfer and preservation.
Entity structuring
Optimized structures aligned to your business and tax goals.
Regulatory compliance
Staying ahead of obligations so you can focus on what matters.
Beyond the books
Extended capabilities
Our accounting and tax practice is backed by deep expertise across advisory, capital markets, wealth planning, and business infrastructure — capabilities that set us apart from a traditional CPA firm.
Additional Advisory Services
Define Your Vision
Strategic Advisory & Business Optimization
Senior-level guidance on decisions that shape enterprise value, growth initiatives, operating model design, and organizational change.
- Strategic planning
- Fractional CFO services
- Operating model
- Executive support
- Risk mitigation
Finance Your Growth
Capital Markets & Transaction Advisory
Institutional-grade counsel through acquisitions, exits, and strategic transactions, including business valuations to support transactions, planning, and ownership decisions.
- M&A support
- Capital markets
- Transaction structuring
- Financial diligence
- Business valuations
Preserve Your Legacy
Wealth Preservation & Legacy Planning
Long-term stewardship for successful individuals and families, coordinating tax strategy, estate planning, and multigenerational wealth decisions.
- Wealth preservation
- Succession planning
- Intergenerational
- Tax-aware strategies
Optimize Your Infrastructure
Financial Systems & Infrastructure
Accounting systems, reporting capabilities, and financial infrastructure that give growing businesses the visibility and control to scale with confidence.
- Systems optimization
- Financial reporting
- Internal controls
- Workflow efficiency
Public Sector
- Government Contracting
- Defense & Aerospace
- Municipal Infrastructure
- Non-Profit Organizations
- Education & Research
Deep expertise across specialized sectors.
Obsidian Financial Partners provides institutional-grade accounting, tax, and advisory services tailored to the specific regulatory and operational demands of our clients’ industries.
Services & Tech
- Professional Services
- SaaS & Software
- Healthcare Practices
- Legal & Consultancy
- Digital Media & Creative
Industries Served
Asset Management
- Private Equity
- Family Offices
- Real Estate Development
- Alternative Investments
- Capital Markets
Commercial
- Manufacturing
- Wholesale & Distribution
- Logistics
- Retail & E-commerce
- Hospitality & Leisure
Don’t see your industry? Our advisory approach is designed to adapt to unique financial landscapes.