Tax made simple for small businesses and real estate investors.

Strategic tax planning, monthly accounting, and tax preparation services for the modern business, delivered by experienced CPAs.

Everything you need to run your business optimally.

We provide support across all accounting and finance back office functions so you can focus on building your business.

Accurate and timely tax preparation services to ensure compliance and maximize your returns.

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Frequently asked questions

If you are unable to find the information you are looking for, please fill out the "Take the first step" form. A CPA will be happy to answer any further questions you may have.

    • What is proactive tax planning?

      Proactive tax planning involves strategizing and taking actions throughout the year to minimize tax liabilities. It includes utilizing tax deductions, credits, and deferrals effectively to reduce the amount of taxes owed.

    • Why do I need proactive tax planning?

      Without proactive tax planning, you might miss out on potential tax-saving opportunities. Studies show that a significant portion of taxpayers overpay due to missed deductions and credits. Effective tax planning can significantly reduce your tax bills and increase your wealth.

    • Who can benefit from your tax strategy services?

      Our services are tailored for small business owners, high-net-worth individuals, and real estate investors. These groups often have complex tax situations and can greatly benefit from expert tax planning.

    • Are your services suitable for individuals with simple tax situations?

      While our services are most beneficial for those with complex tax situations, such as business owners and real estate investors, anyone looking to optimize their tax strategy can benefit from our expertise.

    • What accounting services do you offer?

      We offer a full range of accounting services including bookkeeping, financial statement preparation, payroll processing, and accounts receivable/payable management.

    • Can you help with setting up an accounting system?

      Yes, we can help set up an accounting system tailored to your business needs. We provide guidance on choosing the right software and establishing procedures for accurate and efficient financial record-keeping.

    • What are the benefits of outsourcing my accounting?

      Outsourcing your accounting can save time, reduce costs, and ensure accuracy. It allows you to focus on core business activities while leaving financial management to experts.

    • How often should I update my accounting records?

      It’s recommended to update your accounting records regularly, ideally monthly. Regular updates help you stay on top of your financial situation and avoid any surprises at tax time.

    • How do I schedule a consultation?

      You can schedule a free consultation by visiting our website and clicking on the "Get Started" button. One of our experts will get in touch with you to discuss your needs and how we can help.