Services

The work, in plain English.

Four core services that fit together. Pick one, mix three, or hand us the whole picture — most clients land on a full-service annual engagement after their first tax season with us.

What we do

Four services. One real partner.

Most firms file your return and disappear. We work with you all twelve months — because that's when tax planning actually happens.

01

Tax planning & strategy

Year-round, not crossed fingers.

A written plan to lower your effective rate before December 31 — not after.

  • Entity & S-Corp analysis
  • Mid-year tax projections
  • Multi-state coordination
  • Year-end deduction strategy
02

Tax preparation

Accurate, on-time, stress-free.

Returns prepared by a CPA who knows your business — reviewed twice, e-filed cleanly.

  • Individual & business returns
  • Multi-state & partnership
  • Reviewed twice before filing
  • Secure digital signing
03

Bookkeeping & monthly close

Books that tell you something.

Clean, current, classified-correctly — closed monthly so you always know where you stand.

  • Monthly reconciliation & P&L
  • Profit by stream or property
  • Categorization done right
  • 1099s & sales tax
04

Business advisory

A second brain for hard calls.

Hiring, pricing, restructuring — a real CPA in your corner when the call matters.

  • KPI & cash-flow review
  • Hiring & payroll guidance
  • Entity restructuring
  • Year-round questions, no meter
Who we serve

Built for the people building real things.

Four kinds of clients walk through our door — and they all want the same thing: someone who picks up the phone before the problem gets expensive.

Content creators
YouTube, brand deals, courses, and merch — under one tax plan.
  • Multi-platform revenue tracked by stream
  • Mid-year tax projections that reflect reality
  • S-Corp setup once you cross the threshold
Small business owners
Clean books, clear margins, a real partner.
  • Monthly close + KPIs you can act on
  • Entity structure and payroll done right
  • Year-round tax strategy, not April scramble
Real estate investors
Depreciation, 1031s, basis tracking — captured and documented.
  • Cost-seg coordination and basis tracking
  • Rental property entity structuring
  • Schedule E and partnership returns
High-net-worth individuals
Multi-state, multi-entity, multi-strategy — without the noise.
  • Entity & ownership structure review
  • Charitable & gifting coordination
  • Multi-state coordination
Frequently asked

Questions, straight answers.

The things people ask before they sign on — and what we tell them.

Not finding yours?

Four kinds of clients, mostly. Content creators with multi-platform income, small business owners with real teams and books, real estate investors with rentals and 1031s, and high-net-worth individuals with multi-state or multi-entity returns. The common thread: you're not looking for a once-a-year filer.
Yes. We're a fully virtual practice serving clients in 24+ states. Everything happens through a secure portal, scheduled calls, and email. We file federal and state returns for any U.S. state.
Most CPAs are reactive — you send them documents in March, they file a return in April. We're proactive: a written tax plan in October, a mid-year check-in, and an open line all year. Communication is the product.
Engagements typically range from $1,500 for individual tax planning and prep to $10K+ a year for full-service business clients including monthly bookkeeping, tax planning, and prep. You'll know exactly what you're investing before you sign anything — no mystery bills.
Now, if you're asking. Seriously — the further into the year we are, the harder it is to capture the planning value. Late summer through October is the highest-ROI window. We can onboard mid-year and pick up prior-year cleanup too.
No — the discovery call is to see if we're a fit. It's a real conversation about your situation, not a sales script. If we're a fit, you'll get a written proposal with scope and pricing. If not, we'll point you somewhere better.
Always. The best results come from a team that talks to each other. We coordinate routinely with CFPs, estate attorneys, and payroll/HR providers. If you don't have those folks yet and need referrals, we have a short list of people we trust.
Quickly — being responsive is the whole point. You get a direct line to a real CPA who knows your file, not a chatbot, and we don't go quiet between filings.
Ready when you are

Let's see what your numbers are really telling you.

25 minutes, free, no sales pitch. You'll leave with a clear sense of whether we're the right fit — and a few ideas you can use either way.