Welcome to Lattice Group

This website is provided for informational purposes only and does not constitute an offer of services by Lattice Group until January 2026.

Clarity. Compliance. Confidence.

A trust‑first CPA and advisory firm serving founders, operators, and business owners across California and beyond. From tax strategy to bookkeeping, payroll, and CFO‑level advisory, we help you move forward with financial clarity and confidence

Who We Serve

Individuals & Families — proactive tax planning and accurate returns
Small Businesses — stress‑free bookkeeping, payroll, and compliance
Startups — forecasting, equity planning, and investor‑ready financials
Growth‑Stage Companies — multi‑entity reporting, scenario modeling, and capital strategy

Our Services

Lattice Group is not offering services at this time; this site is for informational purposes only.

Tax & Compliance

Accurate, timely personal and business tax filings
Proactive tax planning and compliance strategy
Clear guidance tailored to your situation

Bookkeeping & Payroll

Monthly reconciliations, reporting, and payroll compliance
Custom‑scoped support for growing teams

Advisory & CFO Services

Forecasting, KPI dashboards, and scenario modeling
Strategic guidance for startups and scaling businesses

Get Started

Getting started is simple: if you just need your taxes filed, we’ll prepare and file your return promptly and accurately. For bookkeeping and advisory engagements, we begin with a short Diagnostic and deliver a prioritized 30‑ to 90‑day action plan tailored to your business.

Request Your Advisory Diagnostic

The Lattice Group Difference

CPA‑licensed & founder‑led — every engagement is handled by a licensed CPA, not outsourced or junior staff
Trust‑first approach — transparent pricing, clear communication, and proactive guidance
Scalable support — from solo entrepreneurs to multi‑entity organizations
Forward‑looking strategy — aligning today’s operations with tomorrow’s growth