We serve business and individual clients who are looking for more than a “once a year” accountant to prepare their tax return. We want to work with our clients all year long to help them meet their goals. We serve most industries with our expertise in accounting, tax and coaching.
While we understand that stuff happens and past years of returns may not have gotten filed, we do not work with clients who have more than the most recent two years incomplete.
Yes! Most of our clients work with us entirely online. From document sharing to Zoom consultations, our systems are secure and flexible to fit your life or business schedule.
Definitely. We’ll help you choose the right entity structure, get your books set up correctly, and build a financial process that grows with you. We also offer affordable startup packages.
We work on a subscription model for all pricing. Individual tax subscriptions begin at $79 per month and business accounting and tax subscription prices vary based on services selected. We do not bill for time, so there is no surprise invoicing, and all payments are made via credit card or ACH.
Yes – however we firmly believe that the preparation of the tax return is not where the magic happens. Being a resource for tax planning, financial questions and goal setting all year long with the added convenience of tax compliance, sets us apart from other tax preparers.
Yes, we handle all U.S. states plus federal filing and multi-state coordination.
Absolutely. We help you resolve past issues and get back into compliance.
Yes, we handle 1099 income, business deductions, and estimated taxes.
Yes, we create tax-efficient strategies for withdrawals and Social Security in conjunction with your financial advisor.
Yes, we respond to notices and handle correspondence so you don’t have to.
Yes and is the norm — upload your documents securely, meet online, and sign electronically.
Yes, we serve startups, service-based companies, e-commerce sellers, not for profits and professionals in nearly every field.
Absolutely. We specialize in cleanup projects and can bring your books current quickly. We are a judgment free zone.
We’ll compare tax implications and compliance needs to help you make an informed decision.
Yes, we can handle setup, pay runs, and filings as well as processing additional payments for benefit plans or garnishments.
Yes, we work with QuickBooks, Xero, and other cloud-based systems or can help you identify and implement an accounting software.
Yes. We provide forecasting, budgeting, and growth advisory to help your business make informed moves.
No. Coaching focuses on education, mindset, and daily financial management — not investment sales. We leave that to the financial advising experts.
It depends. Some clients meet monthly for the first few months, then quarterly as goals stabilize.
Yes — all sessions are conducted virtually for flexibility and privacy. Recordings of the meetings are provided.
Yes, we specialize in coaching that connects your personal finances with your business results.
That’s perfectly fine. We’ll start by reviewing your current habits and setting realistic first steps.
Business is not always sunshine and rainbows and gaining an outside perspective as well as someone to hold you accountable can be the difference between building a business you love and having a business that runs your life. You don’t have to navigate everything alone!
