Your Tax Advisor
Your Partner

A one-on-one relationship with a dedicated CPA to help business owners like you optimize your tax situation to protect your wealth and keep your hard-earned money working for you

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OUR TYPICAL CLIENT

Tailored solutions for your business and personal financial needs
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Has businesses

Whether you just started a business or are a serial entrepreneur, we help you navigate the tax code to work to your advantage
93% of our clients have businesses
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Has real estate

Whether you have one or more properties, flip homes, run Airbnbs, or manage single or multi-family homes, we can ensure that you are doing everything you can on maximize your tax savings
87% of our clients have real estate
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Has investments like crypto, stocks, or other investments

Whether you have crypto, stocks, bonds, options, or EFTs, we help make sure you don't overpay in taxes
65% of our clients have investments like crypto, stocks, or other investments
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Has foreign complexities 

Whether you have foreign bank accounts, foreign transactions, gifts from a foreign person, or foreign subsidiaries in your business, we can ensure that tax compliance is handled accurately
21% of our clients have foreign complexities 

Why work with us?

Build a strong and trusting relationship with a CPA
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Local tax firm

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Ventured-Backed Tax Firm

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Our process is
fast, personalized, & Simple

Experience measurable results with dedicated one-on-one attention
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clock

Fast

Send over contract in 1 hour
  • 2
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step-2

Personalized

Start work in 2 days
  • 3
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step-3

Simple

Provide copy of tax return in a week *

* once all the documents have been provided

the tax partner you deserve

Expert guidance and personalized support
Agreement

Simple Agreement

Straightforward tax service agreement 

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Audit Protection

Audit protection

Comprehensive support in case of tax audit or notice

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Support

Year-Round Support

Dedicated CPA support that you can count on
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Reasonable Fees

reasonable Fees

Fair prices for quality services that you deserve
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what our clients say

Receive unparalleled value with a dedicated one-on-one approach
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We like to work with clients that have:

If you’re not sure we’re fit, let’s connect anyway. We’ll meet with you remotely to figure it out.