OUR TYPICAL CLIENT
Tailored solutions for your business and personal financial needs

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

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

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

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

Fast
Local tax firm
- Lowest fees
- May have outdated technology
- Hard to reach
- Limited resources to handle tax complexities
- Business model based on volume
- Has other services that demand attention

Fast
Ventured-Backed Tax Firm
- Highest fees
- Has access to latest Technology
- Hard to reach
- Has resources to handle tax complexities
- Business model based on volume
- Has other services that demand attention

Fast
taxFrame
- Reasonable fees
- Has access to latest technology
- Easy to reach
- Has resources to handle tax complexities
- Business model based on curated experience
- Focus on providing only tax services
Our process is
fast, personalized, & Simple
Experience measurable results with dedicated one-on-one attention
- 1


Fast
Send over contract in 1 hour
- 2

Personalized
Start work in 2 days
- 3

Simple
Provide copy of tax return in a week *
* once all the documents have been provided
- 4

Simple
Relax with year-round CPA support
the tax partner you deserve
Expert guidance and personalized support



