Basics done right matter.
Feel like you’re paying too much tax?
Start with our signature 2nd opinion on your taxes.
We are tax strategists and look for missed opportunities and overpaid taxes. So you are confident that you're paying the least amount of tax, legally.
And you don't have to leave your current CPA.
ONLY $997 for a review, meet & a report!
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Proactive & By the Book
We are your "by the book" accountants, and we know legal ways to pay less tax.
We take care of the basics:
🌟 Bookkeeping (daily, weekly, monthly) which is the core of your success. Plus, we give you timely reports, too!
🌟 Tax filing
🌟 Ancillary items like payroll, sales tax, invoicing, bill pay.
Let's connect to see how we can support you and your family when you become a part of our family.👇🏻👇🏻👇🏻
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New Program
Interim or Fractional
CFO / Controller
Your Controller quit and you need to gather your thoughts and keep things going?
Or aren't quite ready to have a full-time CFO or a Controller (full-time can be very expensive!)?
We've got you! Our Fractional or Interim service can be a great transition for you!
Or aren't quite ready to have a full-time CFO or a Controller (full-time can be very expensive!)?
We've got you! Our Fractional or Interim service can be a great transition for you!
Learn More
New Program
IRS and State Representation
Maybe you need a fresh start. Maybe you just need to get through a difficult time and put it behind it. Or maybe you made a mistake.
We can help sort things out and
get you back on track.
And all advice we give you always keeps taxes in mind.
We can help sort things out and
get you back on track.
And all advice we give you always keeps taxes in mind.
Learn More
New Program
Real Estate Management
We love Real Estate! It's one of those great strategies that also builds your wealth while providing tax savings.
We can manage it and handle accounting, payments, rent collections, and consolidate reports for you, too!
Real estate builds wealth & saves $ on tax.
We can manage it and handle accounting, payments, rent collections, and consolidate reports for you, too!
Real estate builds wealth & saves $ on tax.
Learn More