Tax · Accounting · CFO Advisory
Proactive tax, accounting, and CFO support for growth-focused business owners.
Kuuni Partners helps business owners, founders, healthcare professionals, consultants, real estate investors, and high-income individuals reduce tax friction, clean up financial operations, and make more confident decisions — with tax planning, preparation, bookkeeping, payroll, IRS representation, financial planning, and fractional CFO support.
In short: Kuuni Partners is a Lawrenceville, GA-based advisory firm serving Gwinnett County, Metro Atlanta, and clients nationwide — helping individuals and businesses solve tax problems, improve compliance, build cleaner books, and make stronger financial decisions year-round.
- IRS Enrolled Agents
- CPAs on staff
- Year-round support
- GA & nationwide
$48,200 in tax savings
Consulting LLC, $640K revenue · S-corp election + accountable plan + retirement strategy
Effective rate
−8.4%
Books cleaned
14 mos
Hours saved
60+/yr
Services
Services built around real financial needs.
Whether you need to file accurately, plan ahead, clean up your books, respond to the IRS, or gain strategic financial visibility — practical support that connects compliance with decision-making.
All services →
Tax Preparation
Accurate, timely federal and state filings for individuals, S-corps, partnerships, and C-corps.
Learn moreTax Planning & Advisory
Year-round planning to legally reduce your effective tax rate before it's too late.
Learn moreFinancial Planning
Tax-aware financial planning for high-income earners and business owners.
Learn moreBookkeeping & Payroll
Clean books, reconciled monthly. Payroll done right with full compliance.
Learn moreIRS Representation
Enrolled Agents handling notices, audits, liens, levies, and resolution plans.
Learn moreFractional CFO
Cash flow forecasting, KPI dashboards, and strategic finance — without a full-time hire.
Learn moreWho we help
Built for the financial complexity that comes with success.
Founders & Small Business Owners
Entity structure, S-corp planning, owner compensation, and growth-stage finance.
Consultants & Service Firms
Quarterly tax strategy, retirement plans, and bookkeeping that keeps pace with you.
Doctors, Nurses & Healthcare Pros
1099 income, locum work, PSA structures, and tax planning for high W-2 earners.
Real Estate Investors
Cost segregation, REPS, 1031 exchanges, and entity layering for portfolios.
What changes when we work together
Less surprise at tax time. More clarity in every quarter.
Most clients come to us tired of reactive accountants, surprise tax bills, and books they can't trust. Here's what shifts in the first 90 days.
A clear tax strategy
Quarterly planning, projected liabilities, and the moves to make before December 31.
Books you can actually read
Reconciled monthly with a clean P&L, balance sheet, and cash position you understand.
Compliance on autopilot
Payroll, sales tax, 1099s, and entity filings handled — quietly and on time.
A real advisor on call
Direct access to a senior advisor for the decisions that move the business.
The work behind the numbers
Quiet, careful, year-round.
Reconciled books, accurate filings, and a steady cadence of review. The unglamorous work that turns into fewer surprises, smaller tax bills, and decisions you can defend.
How it works
Three simple steps to a clearer financial picture.
No long sales cycles. Most clients move from first call to a working roadmap inside two weeks.
- 01
Book a free consultation
A 30-minute call with a senior advisor to understand your situation, goals, and timing.
- 02
Complete a short intake
Share documents and context securely. We review prior returns, books, and any open IRS items.
- 03
Receive your roadmap
A clear plan with priorities, savings opportunities, and a fixed-fee engagement — no surprises.
Real outcomes
Anonymized scenarios from recent engagements.
$112K saved with a cost segregation study
Restructured holdings into a tiered LLC, completed cost seg on 4 properties, and timed bonus depreciation.
Reduced effective rate by 11% in year one
Layered solo 401(k), HSA, and a defined benefit plan around 1099 locum income.
From 9 months behind to month-end close in 7 days
Cleaned 14 months of QuickBooks, set up a monthly close, and moved payroll to Gusto with full compliance.
Local expertise
A trusted Lawrenceville, GA tax and accounting firm.
We're rooted at 279 W Crogan St in downtown Lawrenceville and proud to serve the business community across Gwinnett County and Metro Atlanta — from solo consultants in Duluth to multi-location operators in Alpharetta and Buford.
- Lawrenceville, GA
- Suwanee, GA
- Duluth, GA
- Norcross, GA
- Buford, GA
- Alpharetta, GA
- Johns Creek, GA
- Atlanta, GA
Featured insights
Practical guides on tax, books, and growing a business.
When tax planning actually pays off — and when it doesn't
How to know if proactive planning will move the needle for your situation.
Read more IRS NoticesWhat to do in the first 72 hours after an IRS notice
A calm, step-by-step playbook for responding without making things worse.
Read more Entity StructureShould you elect S-corp this year?
The income thresholds, payroll setup, and trade-offs to weigh first.
Read more BookkeepingSigns your books are quietly costing you money
Five red flags we see in the QuickBooks files we clean up most often.
Read more High IncomeTax strategy beyond the 401(k)
Defined benefit plans, HSAs, and timing strategies for high W-2 earners.
Read more Small BusinessThe monthly close, demystified
What a real month-end close looks like — and why it changes decision-making.
Read moreFrequently asked questions
Get proactive tax and financial guidance before the next deadline creates a bigger problem.
One conversation is usually enough to see where you stand and what's worth doing next.
Talk to an advisor
A short conversation can save you a lot.
Tell us where you are today and what you're trying to figure out. A senior advisor will respond within one business day — no obligation.