The Opportunity

To & Scott, LLC is a fast-growing, multi-state CPA and tax advisory firm serving high-net-worth individuals, closely held businesses, and family offices across California, Hawaii, Indiana, and Tennessee. We have the technical depth, the client base, and the infrastructure to grow significantly — and we are looking for someone who has already done it.

We are seeking an experienced CPA who has built and scaled a tax consulting practice beyond $10M in revenue to serve as a short-term strategic growth consultant. This is not a staff role. This is a peer-to-peer engagement with firm leadership — a seasoned operator working alongside our team to help us see what we cannot see from the inside, accelerate what is already working, and build what is not yet in place.

If you have done the hard work of growing a practice — built the systems, hired the team, developed the referral network, and figured out what actually drives sustainable revenue — we want to learn from you directly.

What We Are Building

We are in a strong growth phase and are focused on the following priorities during this engagement:

• Scaling our tax advisory and consulting revenue beyond current capacity

• Building and formalizing business development systems — referral networks, COI relationships, and community presence

• Strengthening internal operations, team structure, and client service delivery to support growth

• Evaluating service line expansion opportunities across our multi-state footprint

• Preparing for a partner track hire at the Director level

What We Are Looking For

The ideal consultant has been in the position we are trying to reach. Specifically, we are looking for someone who:

• Has built a CPA or tax consulting practice to $10M or more in revenue — and can speak candidly about how

• Has personally developed business through networking, referral relationships, and community visibility

• Understands the people side of growth: hiring, developing, and retaining strong tax professionals

• Has experience working with high-net-worth individuals, family offices, or closely held businesses

• Can work independently and deliver practical, actionable recommendations — not frameworks

• Is willing to be direct, challenge our assumptions, and tell us what we need to hear

• Has no conflict of interest with our client base or geographic markets

Engagement Structure

Format

• Project-based consulting contract, initially 2–3 months

• On-site in Laguna Beach, California — working directly with firm leadership and key staff

• Engagement extensions and ongoing advisory arrangements are welcome and expected for the right fit

• Scope will be defined collaboratively prior to engagement start, with clear deliverables and milestones

Compensation

• starting at $150-$200 per hour, depending on experience and scope

• Project-based flat fee arrangements considered for well-defined scopes

• Housing provided for out-of-area candidates relocating temporarily to Laguna Beach

• All reasonable business expenses covered

What You Can Expect From Us

• Direct access to firm leadership, financials, operations, and team

• A receptive and action-oriented firm — we are not hiring a consultant to file a report on a shelf

• Transparency about where we are, what is working, and what is not

• A genuine interest in your perspective, your experience, and your candor

Why This Is Worth Your Time

We recognize that the right person for this engagement is not looking for work — they are evaluating whether this is a good use of their time and expertise. Here is our honest pitch:

• You will be working with a firm that is already successful and positioned to grow significantly — not a startup or a turnaround

• You will have real influence on the direction of the firm, not just advisory input

• Laguna Beach is a genuinely exceptional place to spend 2–3 months — and we will make sure the experience reflects that

• There is potential for an ongoing advisory relationship, or a deeper strategic partnership for the right candidate

• This is an opportunity to give back to the profession — sharing what you built with a team that is ready to listen and act

About To & Scott, LLC

To & Scott, LLC operates across California (Laguna Beach, San Diego, Irvine, Newport Beach), and Hawaii, under several operating names. Our client base is concentrated in high-net-worth individuals, closely held businesses, real estate, and trust and estate work. Scott Ngo leads the firm. We are growing, we are profitable, and we are serious about what comes next.

How to Express Interest

This engagement will be filled through a direct conversation, not a formal application process. If this sounds like the right use of your time and expertise, please reach out with a brief overview of your background — specifically, the practice you built, the revenue you reached, and the growth levers that made the biggest difference. Email hr@accudataco.com

Confidentiality is fully respected. This posting is intended for senior practitioners only.

Equal Opportunity

To & Scott, LLC provides equal opportunity without regard to race, color, religion, sex, national origin, age, disability, genetic information, marital status, sexual orientation, gender identity or expression, veteran status, or any other characteristic protected under applicable federal, state, or local law, including the California Fair Employment and Housing Act (FEHA).

Consulting rate range of $150-$200/hour reflects the genuine, good-faith compensation range for this engagement. Final rate will be determined based on experience, scope, and arrangement structure, in accordance with California SB 1162 pay transparency requirements.