We serve entrepreneurs, small business owners, and W2 clients who need expert guidance on financial management, tax planning, and compliance. We specialize in helping businesses that have struggled with poor accounting and tax services in the past.

Unlike traditional tax preparers who just file returns, we implement custom tax strategies tailored to maximize deductions, reduce tax liabilities, and improve cash flow—ensuring your business operates at peak financial efficiency.

Our monthly bookkeeping and CFO services ensure accurate financial records, real-time insights, and strategic financial planning. We use CAS - CloudIT and TaxDome to streamline operations and provide a check-and-balance system for visibility into your finances.

Absolutely! We specialize in cleaning up financial messes, handling IRS investigations, and filing past tax returns. Whether it’s multiple years of back taxes or disorganized books, we’ll get you back on track and in compliance.

Our pricing is transparent and tailored to your needs. We use Go Proposal to provide customized pricing for tax strategy, accounting, and advisory services. Our full back-office package starts at $1,500/month, excluding insurance billing.

Simply book a consultation through our "Book An Appointment" at the top right hand of the page. We’ll assess your needs, discuss the best strategy for you, and create a financial roadmap to help you maximize profits and minimize taxes.