Services
We build tax firm websites today. The rest of the menu lands later in 2026.
Roman Services launched the way every honest practice should: with one offer, scoped tightly, priced transparently. Front Office is what is available right now. The broader Advisory, Build, and Operate work is coming as the practice grows. If something on the coming-soon list is what you actually need, tell us. We may take it on case-by-case.
Available now
Front Office
The web design service Roman Services launched with. Fixed-fee, two-week build for tax and accounting firms.
Coming later in 2026
The rest of the menu
These service lines exist in our heads and in the tooling we run for ourselves. They will be productized and launched as we grow the practice. If you need one of them today, ask. We may take it on case-by-case.
Workflow systems
Coming soonTaxDome, ClickUp, Karbon, and Canopy setup and configuration. Templated and custom builds.
Custom integrations
Coming soonConnecting tax tools to each other and to general business tools. TaxDome to ClickUp, ProConnect reconciliation, billing automation.
Tax practice operations consulting
Coming soonWorkflow review, process redesign, tooling recommendations, implementation roadmap.
Practice transitions and acquisitions
Coming soonOperational integration of acquired books of business, including 7216-aware client communication.
AI enablement for tax firms
Coming soonSafe use of AI in a tax practice. Section 7216, GLBA, client confidentiality. Tool evaluation and custom internal tooling.
Managed services
Coming soonOngoing support for the systems we built. Retainer model. Distinct from generalist IT support.