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Tax, accounting, and CFO advisory — delivered directly by a licensed CPA and fractional CFO.

Every engagement is led by a licensed CPA and fractional CFO with deep experience in tax strategy, financial modeling, forecasting, and operational finance.

Lattice Group CPA and advisory firm logo

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A trust‑first tax and advisory firm serving founders, operators, and business owners across California and beyond. From tax strategy to bookkeeping and CFO‑level advisory, we help you move forward with clean numbers and confident decisions.

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Couple Checking In

Who We Serve

  • Individuals & Families — proactive tax planning and accurate returns

  • Small Businesses — stress‑free bookkeeping, payroll, and compliance

  • Startups — forecasting, equity planning, and investor‑ready financials

  • Growth‑Stage Companies — multi‑entity reporting, scenario modeling, and capital strategy

Meet the Founder

Martin Khatib, CPA, is the founder of Lattice Group and a hands‑on advisor to individuals, families, and business owners across California and beyond. He blends tax expertise, operational systems design, and strategic finance to help clients gain clarity, stay compliant, and make confident decisions.

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Our Services

Every engagement begins with a short Diagnostic so we can understand your needs and recommend the right level of support.

Tax & Compliance

  • Accurate, timely personal and business tax filings
  • Proactive tax planning and compliance strategy
  • Clear guidance tailored to your situation

Bookkeeping & Payroll

  • Monthly reconciliations, reporting, and payroll compliance

  • Custom‑scoped support for growing teams

Advisory & CFO Services

  • Forecasting, KPI dashboards, and scenario modeling

  • Strategic guidance for startups and scaling businesses

Get Started

Getting started is simple: if you just need your taxes filed, we’ll prepare and file your return promptly and accurately. For bookkeeping and advisory engagements, we begin with a short Diagnostic and deliver a prioritized 30‑ to 90‑day action plan tailored to your business.

The Lattice Group Difference

  • CPA‑licensed & founder‑led — every engagement is handled by a licensed CPA, not outsourced or junior staff

  • Trust‑first approach — transparent pricing, clear communication, and proactive guidance

  • Scalable support — from solo entrepreneurs to multi‑entity organizations

  • Forward‑looking strategy — aligning today’s operations with tomorrow’s growth

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Real Results, Real Clarity

Challenge: A local service business struggled with messy books, missed deductions, and no growth plan.
Approach: We streamlined bookkeeping, optimized tax filings, and built a simple advisory roadmap.
Outcome: Saved $25K in taxes, gained accurate monthly financials, and secured a clear path to growth.

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See what clarity could look like for your business — Start your Advisory Diagnostic today.

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