Are you confused by taxes and do you feel like you’re paying too much?
High Tax Bill
You might be paying a huge tax bill every year and have nothing left to show for your hard work.
Helpless Feeling
Taxes are confusing and keep you in the dark. You don’t have to give in to this.
Lack of Time
Business owners want to spend their time making more money – not trying to learn tax/strategy.
Solve Your Problems
We build you a fully custom tax plan based on where you are and where you want to go.
Lower your tax bill
Create personalized tax strategies to maximize savings and financial growth
Direct your money
Accurate financial recordkeeping and reporting for your small business
Stay on your course
Efficient and compliant payroll management for small business owners
We Feel Your Pain
As a small business, we know what it’s like to wear multiple hats and the struggle of trying to DIY every aspect of your business. We’ve been in your exact shoes of trying to find where we can optimize and who we can trust.
What our clients say
The Solution – A Tax Strategy Plan
01
30-minute intake call
We send you a template ahead of the call, then we get to know you and do some goal setting for your plan.
02
Receive a Tax Strategy Plan
Over the next few days, we build a custom plan for your situation, checking in for details. Then we go over it on one more call.
03
Implement Success Plan Immediately
We help you take the actionable steps to put the plan in action – from filing your s-corp election to starting bookkeeping services.