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Alpine Mar · CPAs & Advisors
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Tax

Year-round planning + preparation across federal, state, and multi-jurisdictional tax.

Accounting

A full back office — books, close, and reporting kept clean and current.

Advisory

CFO-level guidance for hires, raises, models, and big decisions.

Compliance

Structure, filings, and payroll — kept current with shifting rules.

Audit & Attestation

Independent verification for investors, lenders, and regulators.

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Industries

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Construction 01

Job costing, retainage, surety bonds

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Family Office 02

Multi-entity consolidated reporting

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Healthcare 03

Practice accounting + EBP audits

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High Net Worth 04

Integrated tax + estate planning

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Law Firms 05

IOLTA + partner allocations

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Marketing Agencies 06

Project-based accounting + S-Corps

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Real Estate 07

1031s, cost seg, depreciation

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Sports & Athletes 08

Image rights + multi-state tax

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Crypto 09

Digital-asset reporting + tax

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SaaS 10

ARR, deferred revenue, R&D credit

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Startups 11

Runway, fundraise prep, modeling

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View all 11 industries

safe tax treatment

1 insight on safe tax treatment.

  • Tax Treatment of SAFE Notes
    safe tax treatment Sep 3, 2025

    Tax Treatment of SAFE Notes Explained

    SAFE tax treatment is an important consideration for investors looking to finance startup businesses and their founding members. Simple Agreements for Future Equity, or SAFE notes, offer an alternative to convertible notes by allowing investors to convert their investment into…

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