Our Services

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Realm’s services are built around a simple idea: better decisions require better information and more proactive planning. We work with business owners and high net worth individuals who want support across bookkeeping, tax planning, tax preparation, and CFO-level advisory services.

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Build a tax and financial strategy
before the year is over.

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How We Can Help

Tax Planning

Tax planning is for clients whose tax bill is shaped by business income, real estate, compensation, timing, entity structure, or major financial decisions. We help identify opportunities before year-end, evaluate alternatives, and coordinate personal and business strategy so clients can make more informed decisions.  Common planning topics include: 

  • Entity structure and owner compensation 

  • Estimated tax planning 

  • Real estate ownership and tax impact 

  • Multi-entity coordination 

  • Timing of income, expenses, and distributions 

  • Major liquidity, investment, or life events 

Monthly Accounting & Tax Preparation

Strong tax work starts with current, accurate financials. Realm provides monthly accounting and tax preparation for clients who want reliable reporting, cleaner records, stronger tax projections, and fewer surprises at filing time.

Best fit for: 

  • Established businesses that want quality and consistency 

  • Owners who want more than after-the-fact bookkeeping 

  • Clients who value organized reporting and a higher level of support 

CFO Advisory

Our CFO advisory work helps business owners understand profitability, cash flow, forecasting, and the financial impact of important decisions. This service is ideal for businesses that have outgrown basic accounting support but do not need a full-time CFO. 

Common use cases: 

  • Cash flow planning 

  • Budgeting and forecasting 

  • Margin and profitability review 

  • Growth and hiring decisions 

  • Owner compensation planning 

  • Financial decision support during periods of change 

Reviews from our Clients:

  • "Roger and the team have been a phenomenal asset to me and my business. As a first-time entrepreneur and S-Corp owner they have been extremely helpful in getting the right infrastructure in place masterfully helped me navigate our tax situation (as both a business and family). Everything from compensation consulting & planning, PTE entity election registration, preparation around SALT changes, and even things around home office deductions and Augusta rule. They are far more than just tax prep - I see them as my outsourced CFOs."

    Ryan M.

    Realm Tax Client & Business Owner

  • "First time client of Realm, having seen their generous sponsorship of Hermosa Beach Little League. Was very impressed with Roger and his team. From the minute we onboarded, the communication was clear and punctual, access to them for questions was easy, and our return was prepared flawlessly. Their systematic tools made it very easy to correspond, view, upload and download files. Very reasonable pricing, and well worth the engagement. Will be using again next year, as well as for planning advice during this fiscal year."

    Tim G.

    Realm Tax Client & Business Owner

  • "As a client of Gary Wayland at Wayland & Vukadinovich for more years than I can remember (35+?), I must admit I was quite nervous when I got the news that Gary was retiring. Now, after being a client at Realm's since the transition, I can happily say Gary left me in good hands - those concerns were totally without merit. The services that I have received from Andrea Romo and the rest of the staff at Realm have been excellent! I confidently recommend them to anyone that is in need of Tax and Financial services."

    David B.

    Current Realm Client

  • "I have been using Roger and the Realm team for my personal as well as business accounting and tax prep. The work and communication has been outstanding and since having Roger help with tax planning we could not be happier. Roger's knowledge, attention to detail and his accessibility have made working with Realm a great relationship."

    Debbie W.

    Current Realm Client

  • "Roger at Realm Business and Tax Advisory was very knowledgeable and had immediate answers to all of my questions about what to me were some pretty complicated tax issues related to things like Donor Advised Funds, the new SALT cap changes, and planning to minimize the tax impact of unwanted capital gains distributions from mutual funds. I had some follow-up questions and he responded very quickly, and his answers were easy to understand and insightful. I would definitely recommend Realm for income tax planning and preparation."

    Michael H.

    Realm Tax Client

  • "Roger and the Realm Business & Tax team have been extremely helpful, patient, and considerate throughout my partnership with their firm. Whether making time for scheduled 1:1 meetings, quick response to email questions, or accepting impromptu calls- I've had nothing but the finest level of support in each instance. If you're looking for top notch tax assistance, consultative services and insightful financial advice, then I'd highly recommend this business. Customer for life!"

    Brett

    Realm Tax Client

  • "Roger and his team at Realm Business & Tax Advisory are highly recommendable. They always answer any of my questions promptly, clearly and with a great attitude. I have been extremely happy with their services over the past few years."

    Gary

    Realm Tax Client

  • "Since joining our team, Realm has been an active leader in restructuring our organization as we shift to a more profitable model. From thought leadership to the hard work of building structure and discipline, I have never felt more comfortable about our future. Roger has a way of putting the tough choices in front of you with compassion and empathy. I feel fortunate everyday to have Realm as a partner in a solo entrepreneurial journey."

    Rob Smith

    The Phluid Project

  • "Realm helped clear our "financial cobwebs'' to prove the extent of BAYPR's potential, which I underestimated before working with them. Within three months I got the tools and confidence to raise client retainers, extend contracts and set boundaries when it came to finances, both professionally and personally. When I hired Roger, BAYPR was on the brink of a rapid growth period and with his guidance we landed the big planes!"

    Marzi Daoust

    Managing Director & Founder, BAY Public Relations

  • "As a bootstrapped business, we don't have an in-house CFO, so having Roger come on board to help us with financials was a lifesaver. You can know your numbers inside and out but when it comes to financial projections that span out a few years, you need to bring in experts. Working with Roger and Realm really helped us realize how far we've come and enabled us to see what we can do next."

    Allison Esposito Medina

    Tech Ladies Founder & CEO

How We Work

Our best work happens in long-term relationships where bookkeeping, tax planning, and tax preparation inform each other. Rather than waiting until filing season, we work with clients throughout the year to reduce surprises and improve decision-making. 

Pricing Philosophy

Our work is priced based on complexity, scope, and the value of the engagement. Many clients work with us on an ongoing basis for bookkeeping, tax planning, and advisory support, with tax preparation as part of a broader strategic relationship. 

Ready to work together?

Schedule a Monthly Accounting Review