What We Offer

 We work hands on with a limited number of clients, delivering high-level strategy with boutique-level attention. All services can be offered 100% remotely anywhere in the US.

Tax Planning & Compliance

 

For high earners, taxes aren’t just a line item — they’re your biggest expense. And without a proactive strategy, you’re likely overpaying year after year.

Tax law is complex, ever-changing, and unforgiving, especially at your income level. That’s why our approach goes beyond compliance. We analyze, structure, and plan your taxes like a portfolio with the goal of reducing liability, minimizing audit risk, and keeping more of your income where it belongs: working for you.

The solutions we provide are:

  • Comprehensive Tax Planning to optimize for lower tax liabilities across businesses, investments, and individuals

  • Business Tax Return Preparation for C-Corp’s, S-Corp’s, Partnerships, and Sole Proprietors

  • Personal Tax Return Preparation with Standard or Itemized Deductions, investments, and pass through entities

Bookkeeping

 

Your numbers should tell a clear story, not create confusion. Accurate, real-time bookkeeping isn’t just a box to check for tax season. It’s the foundation of every smart, strategic decision you make as a high-performing business owner or investor.

We keep your books razor-sharp, reconciled, and investor-ready — so you can confidently monitor cash flow, spot opportunities, and scale with intention.

The solutions we provide are:

  • Monthly Bookkeeping and record retention over the cloud and within QuickBooks

  • Detailed Monthly Profit & Loss Reports and Balance Sheet Reports with activity analysis provided

  • Payroll Guidance including quarterly report filings and issuing tax documents via Gusto

Business Consulting

 

As a high-performing business owner, every major decision carries weight. From scaling operations to restructuring entities, the moves you make today shape your profit, tax position, and long-term freedom.

Successful business owners often consult experts when it’s time to make significant business decisions. Experienced CPA’s have exposure to many different types of businesses across many industries. This breadth of knowledge can be an invaluable resource for businesses looking to grow.

The solutions we provide are:

  • Incorporation Services and consulting to help select and implement the best entity structure for specific business goals

  • Financial Forecasting and Operational Analysis for better decision making and problem solving

  • Strategic Planning and System Design for easier growth and more efficient scaling