A leaner, smarter way to manage your books and taxes.
With over 50 years of combined experience as CPAs and technologists, we design accounting systems and tax planning strategies that streamline operations and scale as you grow — for service-industry business owners, high-net-worth individuals, and corporate executives alike.
Built for two kinds of clients.
Service-Industry Businesses
Small business owners in service industries who need clean books, dependable tax filing, and a financial partner who understands how their business actually runs.
- Monthly bookkeeping & reconciliation
- Business & owner tax returns
- Proactive tax planning & quarterly projections
- Cash flow and growth planning
High-Net-Worth Individuals & Executives
Corporate executives and high-net-worth individuals focused on retirement planning, working alongside their existing financial advisors rather than in place of them.
- Retirement & tax planning
- Year-round tax strategy, not just April filing
- Collaboration with your financial advisor
- Complex personal tax returns
Talent, technology, and process — working together.
What makes us different is how we blend deep accounting expertise with modern tooling to drive value beyond traditional bookkeeping and tax reporting — including proactive, year-round tax planning, not just once-a-year filing. Whether you're running a service business or planning for retirement alongside your financial advisor, we help you build a leaner, smarter financial operation — so you can focus on what matters most.
Talent
Deep technical expertise in accounting, tax, data, and process improvement — built on decades of CPA experience across businesses of every size.
Technology
Automation, cloud-based tools, and AI to enhance efficiency and accuracy, so nothing falls through the cracks and nothing takes longer than it should.
Process
Standardized, continuously improving workflows that keep your books, filings, and financial picture running smoothly all year long.
Plans built for where you are today.
Every engagement starts with a free consultation. Final fees are determined based on the complexity of your return and situation.
Core
- Individual income tax return
- W-2 income & brokerage accounts
- Essential support throughout the year
Elevate
- Individual income tax return
- W-2 income & brokerage accounts
- Rental income (Schedule E)
- Annual year-end tax planning meeting
- Priority support throughout the year
Thrive
- Individual income tax return
- W-2 income & brokerage accounts
- Self-employed income (Schedule C)
- Rental income (Schedule E)
- Customized quarterly projections
- Annual year-end tax planning meeting
- IRS letter & state notice support
- Premium support throughout the year
- Attorney / financial advisor collaboration
- IRS transcript monitoring
- Tax authority audit support
Book a 30-minute free consultation — fees above are starting points; your final fee is determined based on the complexity of your return and situation.
From first call to filed return.
Free consultation
A 30-minute call to understand your situation and recommend the right plan.
Scoped proposal
A fixed fee based on the actual complexity of your return — no surprises.
Streamlined setup
We plug in the systems and cloud tools that fit how you already work.
Year-round support
Ongoing bookkeeping, planning, and notice support — not just a once-a-year filing.
Let's talk about your books.
Reach out directly, or book a free 30-minute consultation and we'll figure out the right plan together.
30 minutes, on us.
Tell us about your situation and we'll recommend the right plan — individual or business, one-time filing or year-round advisory.
Book Your Consultation