Clean books. Lower taxes. One team handling all of it.
Stop guessing what you owe. One team handles it all.Licensed IRS Enrolled Agents.
Sound familiar?
Books are months behind
You find out how the year went when your return is due.
The tax bill is a surprise
Every April feels like a guess, and the guess is usually high.
Nobody's thinking ahead
Your preparer files what happened but never helps you plan.
Here’s how we fix all three
Each problem has a specific answer, and you get all of them from one team.
Monthly bookkeeping
We keep your books current, reconciled, and reported on every month, so you know how the year is going while there's still time to act.
Planning before the year ends
We look at your numbers before the year closes and plan around them, so you see your tax picture before April, not after.
A written tax plan
You get a defined plan with written recommendations, and we help you implement it, instead of a return that only reports what already happened.
The kinds of businesses we work with
From job sites to service businesses to professional practices, we know how your business makes money and where it can save.
- Construction or TradesJob costing, equipment deductions, and subcontractor 1099s.
- Service-Based BusinessConsulting, salons, agencies, and other service businesses.
- Professional PracticeLaw, medical, and consulting practices, with entity structuring and planning.
Don't see your type of business? Book a free call and we'll tell you honestly if we're a fit.
What it really costs to do it another way
Before you compare us to the cheapest option, compare the whole bill: your time, the mistakes, and the people you'd have to piece together.
Do it yourself
- Your evenings and weekends spent on the books
- Mistakes you find after a notice arrives
- Penalties and interest when filings run late
- A tax bill you don't see coming
Hire in-house help
- A salary or hourly pay, plus payroll taxes
- Bookkeeping software and training
- A separate preparer for the return
- Tax planning is yet another bill
With Us
- Bookkeeping, your return, and planning from one team
- An Enrolled Agent who can represent you before the IRS
- Clean books ready for lenders and insurers
- One custom quote, so you know the cost up front
What business owners say
"I had 3 years of business returns and he helped catch up and understand how my business entity actually works."
Verified client review on Google
"Professional, educated on tax changes, prompt...definitely recommend! Deals with you on a personal basis vs large companies that treat you only as a profit generator."
Client review on Yellow Pages
Common questions
My books are behind. Can I still join?
Yes. Being behind is common, and it's fixable. First we catch your books up so you know exactly where you stand. Then we keep them current so you don't fall behind again.
What software do you use?
The one that fits your business. We don't force every client into the same tool. We look at how your business runs and choose the software that keeps your books accurate with the least work for you. If the software you already use is a good fit, we'll tell you. If it isn't, we'll recommend one that is. What matters is that your books are clean, current, and ready whenever you need them.
Is there a long-term contract?
We start with a short trial period so you can see the difference for yourself. After that, there's no long-term lock-in. You stay because it's working, not because you're stuck.
What size businesses do you work with?
We're the best fit for business owners with more than $100,000 in net income, where clean books, proactive planning, and a carefully prepared return can make the biggest difference. Not sure if that's you? Book a free fit call and we'll tell you honestly.