When bookkeeper → planner → preparer work together with complete understanding, they catch what fragmentation misses.
Nothing lost in the gaps. Everything back in your pocket.
Bookkeeper categorizes. CPA files. You coordinate. Nobody has complete picture.
Result: $20K-$45K lost in the gaps
Same team. Same system. Complete understanding of your full financial picture.
Result: Catch what fragmentation misses
Fixed monthly fee enables what hourly billing prevents: Complete coordination with full visibility.
Our bookkeeper closes your books by the 10th of each month. But unlike traditional bookkeepers, they understand tax implications.
What they see: Equipment purchases, vehicle expenses, home office allocation, family employment, timing opportunities
What they do: Flag items for quarterly planning meeting. Coordinate with tax planner on categorization.
Every quarter, we review your numbers, project your tax liability, and identify opportunities. Not in April. Throughout the year.
What they see: Monthly P&Ls, YTD position, your business operations, upcoming changes
What they do: Calculate estimated payments, identify deductions, plan year-end strategies, coordinate with bookkeeper and preparer.
When it's time to file, your preparer isn't seeing your situation for the first time. They've been coordinated all year.
What they see: 12 months of books, 4 quarterly planning sessions, complete operational context
What they do: File return with no surprises. Nothing missed. Everything optimized.
This isn't three separate services. It's one integrated system where everyone has complete understanding.
What happens: Bookkeeper flags opportunity → Planner analyzes → Preparer implements → You save money
Result: Nothing lost in the gaps.
Our system takes your finances off your plate and mind, and puts them back where they belong: in your pocket.
Here's what happens when bookkeeper → planner → preparer actually coordinate:
Integrated tax services for businesses earning $150K-$400K profit
✓ Full Integration: Bookkeeper → Planner → Preparer
Advanced integrated strategies for $400K+ household income or $1M+ business revenue
✓ Full Integration + Dedicated CPA
CPAs charge $300-$500/hour, forcing you to minimize contact. Our fixed fee enables unlimited coordination without watching the clock.
Why it matters: Bookkeeper can ask planner questions. Planner can review monthly. Preparer can coordinate year-round. No hourly billing blocking integration.
Your bookkeeper, planner, and preparer work together on your account. Not separate vendors you're trying to coordinate.
Why it matters: When bookkeeper sees opportunity, they flag it for planner. When planner identifies strategy, preparer implements it. Seamless handoffs. Nothing lost.
Not three separate software systems. One integrated system where everyone sees the same complete picture.
Why it matters: No exporting QBO to email to CPA. No "did you get my file?" Everyone working from same source of truth in real-time.
We specialize in 6 verticals. We know what physicians miss. What attorneys overlook. What advisors need.
Why it matters: Generic CPA treats you like every other client. We know your profession's specific opportunities and coordination points.
Tax Essentials requires 24 months (2 tax seasons). Tax Architecture requires 36 months. This aligns our incentives with yours.
Why it matters: We're not maximizing this year's bill. We're optimizing your 2-3 year outcome. Long-term thinking beats short-term extraction.
Integration works at every level. Tax Essentials integrates for $150K-$400K profit businesses. Tax Architecture adds CPA's advanced strategies for high earners.
$780-$1,230/mo
Tax Essentials
$150K-$400K profit
Integration catches
$15K-$35K/year
Hit $400K
Business scales
Income increases
Expert CPA reviews quarterly, recommends upgrade when you qualify
$2,030-$5,030/mo
Tax Architecture
$400K+ income
Integration + dedicated CPA's expertise catches
$100K-$500K+/year
Integration is the only solution to fragmentation. Pick your service.
For businesses earning $150K-$400K profit. Complete integration starting at $780/month.
Tax EssentialsFor $400K+ household income. Advanced strategies with a dedicated expert CPA.
Tax ArchitectureOr call (888) 450-3451 to discuss your situation