Strategic Tax Planning & Advisory

If your tax situation is simple, there are plenty of places where you can have your returns prepared, and you could even handle it yourself! We are happy to recommend the best option for you based on your specific circumstances and our professional network. Our services are designed for individuals with a "planning perspective" or those facing a range of potential tax outcomes, where proactive planning is beneficial well before tax season. Our clients typically include those with corporations, partnerships, Schedule C businesses, Schedule E rental properties, complex investments, or other unique situations that require expert review and guidance.

If you usually wait until the last minute to file your annual tax returns, we are probably not the right fit for you!

We prefer to leave the attest services to the accountants who specialize in it.  In fact, as your proactive tax advisors, we expect to be giving you so much management advice in working with us, that we don't believe we would maintain enough independence to even qualify to provide you with attest services, under the strict rules of the state board of accountancy.  If your business requires your financial statements to be audited, reviewed, or compiled by a CPA annually, we will simply bring in a highly competent individual or firm who can join your financial advisory team and provide you those services, while maintaining the appropriate level of independence required to do so.

We focus on what we do best—providing expert tax planning and preparation services to help you achieve your financial goals. While monthly bookkeeping and live payroll processing are essential services, we choose to leave those to specialists who excel in those areas. By not offering these services, we ensure that we can dedicate our time and expertise to optimizing your tax strategies, minimizing liabilities, and maximizing financial success. This allows us to provide the highest level of service and attention to your tax needs while trusting trusted professionals to handle bookkeeping and payroll.

We are committed to maintaining a respectful and professional environment and reserve the right to decline services to anyone who does not adhere to these standards.