Services
Iconiq Advisory provides accounting and tax services for individuals and businesses who want more than basic compliance.
Our work is advisory-led, structured, and designed to support confident decision-making at every stage of growth.
Engagements are intentional and built around long-term outcomes—not one-size-fits-all solutions.
Accounting and Bookkeeping
Our accounting services include bookkeeping, financial statement preparation, and general ledger management. We help businesses maintain accurate financial records, which are essential for making informed business decisions.
Tax Planning and Preparation
We offer comprehensive tax services, including individual and business tax return preparation, tax planning strategies, and representation before tax authorities. Our goal is to minimize your tax liability while ensuring compliance with all relevant tax laws.
Business Advisory
We provide strategic business advisory services to help you grow and manage your business. From financial analysis and budgeting to business formation and restructuring, we offer guidance tailored to your specific needs.
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Find out how we can help you save money on taxes and keep your finances organized.
Request ConsultationHow We Work
Iconiq Advisory operates through structured engagements. Service scope, deliverables, and pricing tiers are outlined clearly at the outset.
We work best with clients who value preparation, responsiveness, and long-term advisory relationships.