Sales: (888) 450-3451
Service: (844) 648-3025
Professional tax services from bookkeeping to advanced strategy. Start accessible, scale as you grow.
We help small businesses and high-earning professionals keep more of what they earn through systematic tax optimization and proactive planning.
Most business owners spend too much time on bookkeeping, get surprised by tax bills, and leave thousands of dollars on the table because their CPA is reactive instead of proactive.
We fix that. We handle your bookkeeping monthly, plan your taxes quarterly, and deploy custom strategies that guarantee significant ROI. As you grow, we grow with you—from Tax Essentials (complete bookkeeping and planning for small businesses) to Tax Architecture (advanced strategies for high earners).
For small businesses ($150K-$400K revenue):
• Expert bookkeepers handle monthly bookkeeping
• CPAs prepare quarterly projections
• Annual tax preparation filed correctly and on time
• US-based oversight ensures quality
Your books are always current. No scrambling at tax time.
For high earners ($400K+ income):
• Your expert CPA designs custom tax strategies (6-12 hours)
• CPA implements monthly
• Your dedicated CPA provides quarterly oversight
• Complete annual tax preparation
Typical savings: $100K-$500K+ annually with 4-15X ROI guarantee.
Virtual-first, results-focused:
• Serve clients in all 50 states
• Secure video meetings and document sharing
• Email and phone support
Location doesn't matter. Results do.
Most accounting firms operate on a 1:1 model—one CPA handles everything for each client. This creates bottlenecks, limits capacity, and forces firms to either charge premium prices or deliver mediocre service.
We use a leverage model that combines expert strategy with efficient execution:
For Tax Essentials: Expert bookkeepers handle monthly bookkeeping under CPA oversight. You get the same quality at a fraction of the cost.
For Tax Architecture: Our expert CPAs spend 6-12 hours designing your custom strategy, then assign your dedicated team to implement it monthly. Your dedicated CPA provides quarterly oversight to ensure everything stays on track.
Here's why this model works:
1. Your dedicated CPA focuses on high-value strategy work (not bookkeeping data entry)
2. All our CPAs and bookkeepers are highly qualified (all have 5+ years experience)
3. Systematic quality control on all work before client delivery.
4. You get better service at lower cost (premium expertise without premium overhead)
Free 15-minute qualification call. We'll help determine which service fits your situation and what you can expect to save.
Call (888) 450-3451Mon-Fri 9AM-5PM EST. Serving clients nationwide.