Welcome to Lattice Group
Lattice Group provides tax, accounting, and strategic advisory services for individuals and businesses.
If you’d like to discuss your needs or explore working together, you’re welcome to contact us.
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
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Small Businesses — stress‑free bookkeeping, payroll, and compliance
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Startups — forecasting, equity planning, and investor‑ready financials
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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
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Custom‑scoped support for growing teams
Advisory & CFO Services
- Forecasting, KPI dashboards, and scenario modeling
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Strategic guidance for startups and scaling businesses
The Lattice Group Difference
- CPA‑licensed & founder‑led — every engagement is handled by a licensed CPA, not outsourced or junior staff
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Trust‑first approach — transparent pricing, clear communication, and proactive guidance
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Scalable support — from solo entrepreneurs to multi‑entity organizations
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Forward‑looking strategy — aligning today’s operations with tomorrow’s growth
Real Results, Real Clarity
Challenge: A local service business struggled with messy books, missed deductions, and no growth plan.
Approach: We streamlined bookkeeping, optimized tax filings, and built a simple advisory roadmap.
Outcome: Saved $25K in taxes, gained accurate monthly financials, and secured a clear path to growth.
See what clarity could look like for your business — Start your Advisory Diagnostic today.
Insights You Can Act On
