We specialize in working with small business owners generating between $500,000 and $30 million+ in gross revenue, regardless of their entity type or structure. We also serve high-income W-2 earners making $500,000+ annually, as well as real estate investors. Our clients span a variety of industries, including construction, healthcare, legal, consulting, retail, pharmaceuticals, real estate, IT, and more.

Our pricing is tailored to each client’s unique situation and is determined after a complimentary tax savings review. This ensures we can deliver measurable results and a strong return on investment (ROI). You’ll have the option to pay upfront at a discounted rate or select a payment plan. Additionally, all payments for our services are 100% tax-deductible.

Yes, all of our service packages include tax strategy creation, implementation, and the preparation and filing of tax returns. This comprehensive approach ensures we guide you through every step of the process while maintaining compliance. We truly are a one-stop shop for all your tax needs.

Working with a qualified tax planner is the best way to stay compliant. We maintain detailed documentation, including court case and IRS references, to support our positions. While tax planning is a more proactive approach compared to standard tax preparation, we avoid strategies that have historically caused issues. Instead, we focus on conservative methods that provide the same or even better ROI. For added peace of mind, we include full audit protection for our clients with the returns we file.

Unless you’re an accountant, it’s generally not recommended. Poorly managed books can take a toll on businesses of all sizes, even those with in-house bookkeepers. Accurate financials are essential for tax planning, making sound business decisions, maintaining compliance, and maximizing tax savings. Our team utilizes tax-advantaged accounting methods, offers monthly reviews, and provides Virtual CFO services to help you stay on top of your finances. Explore our Pro and Elite packages for more details.

Not at all—it’s one of the fastest and highest ROI-generating investments you can make. A traditional CPA who only handles tax preparation and a bookkeeper who simply records numbers may actually cost you $20,000 to $100,000+ in missed profits every year. While tax planning involves a more comprehensive, year-round approach, the potential savings and financial benefits far outweigh the cost.

Tax planning is a collaborative process that requires your willingness to embrace new strategies and changes. Our firm typically evaluates 60–80 unique tax strategies for each client, customizing them to align with your financial goals and long-term plans. During our pre-onboarding assessment, we estimate your potential tax savings to ensure our services are a great fit for you before proceeding.