(888) 450-3451
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).
Tax Architecture Director
35+ years specializing in high-net-worth tax optimization
Rick is one of the most qualified tax professionals in the United States. With four advanced credentials (EA, CPA, JD, MBA) and over 35 years of experience, he's designed tax strategies that have saved clients hundreds of millions of dollars cumulatively.
Rick doesn't just file returns—he architects complete tax systems. He spent decades working with high-net-worth individuals, business owners, and professionals earning $250K-$5M+ annually, designing custom strategies that typical CPAs never implement.
His approach: Conservative, documented, code-compliant strategies within safe harbors. No aggressive gray-area tactics. Everything cites specific tax code sections, includes legal documentation, and passes audit scrutiny.
For small businesses ($150K-$400K revenue):
• Expert bookkeepers handle monthly bookkeeping
• India-based 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):
• Rick designs custom tax strategies (6-12 hours)
• Overseas CPA (OCPA) implements monthly
• Rick 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
• Local in-person available for Florida clients
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 India-based bookkeepers ($1,000-$1,200/month vs $4,000-$6,000 for US bookkeepers) handle monthly bookkeeping under US CPA oversight. You get the same quality at a fraction of the cost.
For Tax Architecture: Rick spends 6-12 hours designing your custom strategy, then assigns an Overseas CPA (OCPA) to implement it monthly. Rick provides quarterly oversight to ensure everything stays on track. You get Rick's genius without paying for him to do data entry.
Most firms hide their overseas teams. We don't. Here's why this model works:
1. Rick focuses on high-value strategy work (not bookkeeping data entry)
2. India-based CPAs and bookkeepers are highly qualified (many have US CPA credentials, all have 5+ years experience)
3. Systematic quality control (US oversight 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.