Build Your Business.
Optimize Your Taxes.

Strategic tax planning and advisory services for service-based businesses focused on growth and profitability.

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Whatever Your Goals, We Help You Reach Them

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Clarity on Financials

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Manage your cash flow

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Pay Less in Taxes

Tax Strategy & Bookkeeping for Service-Based Businesses

Running a successful service business requires focus on your clients, team, and growth. We provide comprehensive tax strategy and advisory services designed specifically for professional service firms and consultants.

From solo practitioners to growing teams, we help structure your business to minimize tax burden while maximizing long-term profitability.

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Here’s What We Can Do For Business Owners

  • Strategic tax planning and optimization
  • Business and personal tax preparation
  • Entity structure optimization
  • Reasonable compensation analysis
  • Tax projections and forecasting
  • Payroll management
  • Automated accounting system setup
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"“Amazing and prompt service. Fastest and most accurate tax firm I’ve ever used“"

Rengel Bros

Client company

Business Tax Strategy Packages

Running a business comes with enough uncertainties—your tax strategy shouldn’t be one of them. We offer three packages so you can choose the one that fits the complexity and needs of your business.

Compliance

Starting at: $395/m

  • Corporate Onboarding
  • Individual 1040 Prep
  • Corporate Tax Prep
  • Reasonable Comp Analysis
  • Email Support

Collaboration

Starting at: $695/m

Everything from COMPLIANCE, plus:

  • Semi-Annual Review Meetings
  • Tax Strategy Implementation
  • Year-End Tax Projection

Concierge

Starting at: $995/m

Everything from COLLABORATION and COMPLIANCE, plus:

  • Quarterly Review Meetings
  • On-Demand Calls
  • Mid-Year Tax Projection
  • Audit Protection

*Plus tax formulation and setup fee

Ready to get started?

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Who We Help

We work with a variety of services-based businesses, including: IT contractors and consultants, marketing firms, business consultants, professional service providers, and technical consultants.

  • Business owners who have net income of $150k+
  • Solo operators or have a business with employees
  • Want to focus on serving clients rather than managing taxes
  • Need flexibility for variable or rapidly growing revenue
  • Value having a dedicated tax advisor who understands their business

Ready to optimize your business tax strategy?

Schedule a qualification call to see if we're a fit for your business.

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