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PROFESSIONAL FIRMS

For Accounting & Tax Firms

A discreet technical resource for CPA firms, tax practices and professional advisors — from advanced tax training and complex-return support to international tax, technical review, workflow automation and SOC 2 readiness and controls advisory.

FIRM SUPPORT

A technical resource behind your practice.

Discreet, senior-level support for accounting and tax firms navigating complex engagements.

Technical Review

Independent technical review and consultation on complex positions, international matters and high-stakes filings before they leave your firm.

Staff Development

Advanced and practical tax training designed to deepen your team's technical judgment on the engagements that matter most.

Complex-Return Support

Hands-on preparation support for multi-entity, trust, high-income and cross-border returns, including U.S. international reporting obligations.

Technical & Operational Advisory

Infrastructure for firms that hold themselves to a higher standard.

Accounting Workflow

Firm-level accounting and tax support, close-process design and review discipline for accounting practices, family enterprises and closely held businesses — built for accuracy, accountability and scale.

  • Workflow assessment & redesign
  • Review protocols & technical quality control
  • Outsourced firm-level support

Automation & Controls

Advisory on accounting technology, AI-enabled automation and the internal controls that make it trustworthy — including SOC 2 readiness for firms preparing for independent examination.

  • Accounting technology & AI automation advisory
  • SOC 2 Readiness & Controls Advisory
  • SOC 2 Examination / Attestation performed through an appropriately licensed CPA firm

Royal Dunes provides readiness and controls advisory. SOC 2 reports are issued only by an appropriately licensed CPA firm performing the examination.

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