Tax preparation & planning
Business and personal returns filed on time, plus year-round planning that lowers what you owe legally — not a scramble every April.
Certified Public Accountants
Your numbers, finally working for you.
Rowan & Vale is a full-service accounting and tax firm for growing businesses — tax, bookkeeping, CFO advisory, and audit, handled by people who explain the why, not just the what.
240+
Businesses served
18
Years in practice
$6.2M
Tax saved for clients
11
CPAs on staff
Who we are
An accounting firm that explains itself
We believe your accountant should make you feel more in control of your business, not less. Our job is to keep your books clean, your taxes optimized, and your decisions grounded in numbers you actually understand.
Rowan & Vale opened its doors in 2007 with a simple frustration. Too many business owners were handed a tax return in April with no explanation, no planning, and no sense of what any of it meant for the year ahead. Their accountant was a once-a-year cost center instead of a partner. We set out to be the opposite — a firm that shows up all year, catches problems before they cost you, and answers the phone when you call.
Eighteen years on, that principle still runs through everything. We work in the clear: every strategy we recommend comes with the reasoning behind it, every number ties back to a source you can see, and every position we take is one we can defend if the IRS ever asks. That discipline is the whole point — it's why our clients sleep through tax season, and why so many of them have been with us for a decade or more.
We are large enough to cover every discipline — tax, bookkeeping, audit, and advisory — and small enough that you work directly with a CPA who knows your business by name. There is no anonymous call center and no junior handoff. The person who understands your situation is the person who signs your return. If you want a firm that only surfaces in April, we're the wrong choice. If you want a year-round partner who will fight for every dollar you're owed, we should talk.
Client results
Outcomes we're proud of
Every engagement below started the same way — a conversation, a hard look at the numbers, and a plan to make them better. Names are shared with permission.
Tax Strategy · 2025Meridian Robotics
A six-figure R&D credit they nearly left on the table
A restructured tax position and a claimed research credit that turned a growing hardware startup's first profitable year into a reinvestment year.
$214K
Credit recovered
−9.1 pts
Effective rate
Monthly
Close cadence
Bookkeeping · 2025Atlas Provisions
Eighteen months of messy books, closed in three weeks
A full catch-up and clean rebuild of the books for a wholesale food distributor that had fallen a year and a half behind.
3 wks
Catch-up window
+4 pts
Margin recovered
Approved
Loan
CFO Advisory · 2024Nordic Outdoor
A part-time CFO for a company not ready to hire one
A fractional CFO engagement that gave a fast-growing outdoor brand the financial discipline of a much larger company.
$380K
Cash freed
−33%
Days inventory
2.0×
Credit line
Audit & Assurance · 2024Form Health Collective
An audit that finished early, for once
Audit-readiness work and a clean financial-statement audit for a nonprofit health network facing its first grant-mandated review.
Clean
Audit result
0
Adjustments
−1 wk
Timeline
Tax Strategy · 2024Lumen Design Studio
One S-corp election, $46K a year saved
An entity restructuring and reasonable-compensation study that cut a profitable design studio's self-employment tax without inviting risk.
$46K
Annual saving
< 2 mo
Payback
Documented
Salary basis
Tax Preparation · 2023Gallery North Ventures
Two states, three K-1s, and a return filed on time
Coordinated business and personal tax preparation for a small investment holding company with multi-state exposure.
$28K
Deductions recovered
2
States filed
0
Extensions
What we do
Four services, one trusted team
Most clients use two or three of these together. Because it's all under one roof, your tax strategy, your books, and your forecast never contradict each other.
Bookkeeping
Clean, current books reconciled every month, with reports you'll actually read — so you always know your cash and your margins.
CFO advisory
A fractional CFO for the decisions that matter — cash forecasting, budgeting, pricing, and the numbers behind your next raise.
Audit & assurance
Financial-statement audits, reviews, and audit-readiness work that stand up to lenders, funders, and regulators alike.
What you can count on
Three things that never change
A CPA who knows you
No call center and no junior handoff. You work directly with a licensed CPA who knows your business by name and signs your return themselves.
Defensible, not aggressive
We chase every dollar you're legally owed and nothing you're not. Every position is documented and built to hold up if the IRS ever asks.
Here all year
We're not a once-a-year cost. We watch your numbers through the year, flag issues before they cost you, and answer the phone when you call.
In their words
What clients say
We'd rather let the owners we work with do the talking. Here's a little of what they've told us.
They found a research credit our old preparer never mentioned and put six figures back into the business. For the first time I plan hiring against a real tax model instead of guessing.
Eighteen months behind on our books and a loan due in a month — they closed everything in three weeks and we got the financing. Now I actually understand my margins.
Having a CFO one day a week changed how we run. The cash forecast caught a shortfall a full quarter out, so we negotiated instead of panicking. Worth every dollar.
Ready for an accountant who explains the why?
Tell us about your business and where the numbers hurt. The first consultation is free, and we reply within two business days.