(888) 450-3451
When bookkeeper → planner → preparer work together with complete understanding, they catch what fragmentation misses.
Bookkeeper categorizes. CPA files. You coordinate. Nobody has complete picture.
Same team. Same system. Complete understanding of your full financial picture.
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.
Here's what happens when bookkeeper → planner → preparer actually coordinate:
Anesthesiologist, Houston
"My previous CPA was great at filing on time. I had no complaints. Then Rick found $284K in retirement contributions I was missing and another $168K through cost segregation on my rental properties. In one year, he found more than I paid my old CPA in 15 years."
Attorney, Denver
"I'm a lawyer. I review contracts for a living. I still didn't realize how much my fragmented tax setup was costing me. My bookkeeper and CPA never talked. Integration caught $27K in the first year just from coordination."
HVAC Contractor, Phoenix
"Nobody told me I could write off actual vehicle expenses instead of mileage. Nobody told me about Section 179 timing. My old setup wasn't bad—it just wasn't coordinated. That cost me $31K a year."
Integrated tax services for businesses earning $150K-$400K profit
Our integrated system: $9,360-$14,760/year
Annual tax savings
Net after our fee: +$5K-$20K in your pocket
Advanced integrated strategies for $400K+ household income or $1M+ business revenue
Our integrated system: $24,360-$60,360/year
Annual tax savings
ROI: 4-15X guaranteed
CPAs charge $300-$500/hour, forcing you to minimize contact. Our fixed fee enables unlimited coordination without watching the clock.
Your bookkeeper, planner, and preparer work together on your account. Not separate vendors you're trying to coordinate.
Not three separate software systems. One integrated system where everyone sees the same complete picture.
We specialize in 6 verticals. We know what physicians miss. What attorneys overlook. What advisors need.
Our bookkeeping and prep work happens in India at 30% of US costs. This enables our pricing model.
Tax Essentials requires 24 months (2 tax seasons). Tax Architecture requires 36 months. This aligns our incentives with yours.
$780-$1,230/mo
Tax Essentials
$150K-$400K profit
Integration catches $15K-$35K/year
Hit $400K
Business scales
Income increases
Rick reviews quarterly, recommends upgrade when you qualify
$2,030-$5,030/mo
Tax Architecture
$400K+ income
Integration + Rick's expertise catches $100K-$500K+/year
Integration works at every level. Tax Essentials integrates for $150K-$400K profit businesses. Tax Architecture adds Rick's advanced strategies for high earners.
Integration is the only solution to fragmentation. Pick your service.
Or call (888) 450-3451 to discuss your situation