Stop overpaying your taxes every year.

A smiling woman sitting at a cluttered wooden desk in a modern office with shelves, plants, and artwork.

We help businesses & solopreneurs eliminate tax surprises and feel confident about their finances all year long.

Book my FREE consultation
Close-up photo of a woman with wavy, shoulder-length blonde hair, wearing glasses with round frames and a peach-colored top, smiling at the camera indoors.
A smiling Black man with a beard taking a selfie indoors.
Close-up of a young woman with blonde hair smiling inside a room with brick wall and plants.
Five-star rating graphic in gold color on a black background.

Trusted by 400+ service-based businesses

✔ Stop overpaying at tax time

✔ Expert advisors in your corner

✔ Year-round financial clarity

A young woman with short curly hair and blue eyes smiling while holding a to-go coffee cup on a city street. She wears a herringbone coat and a gray scarf, with a brown backpack.
A smiling man with dark, wavy hair and a beard, sitting at a cluttered desk in an office.

Professional guidance that actually moves you forward

We work with you all year to simplify and accelerate your financial journey. No more guesswork or last-minute scrambling.

Just expert guidance for exactly what you need - from taxes and bookkeeping to proactive planning and investments.

What you can expect

Illustration of financial documents, a money bag with a dollar sign, a bar graph, and a pie chart.

Bulletproof Bookkeeping

No more scrambling like a crazy person come tax time

A digital illustration of a trophy with a star in the center and orange handles.

Win the Tax Game

Smart, proactive strategies and effortless tax filings

Simplified illustration of a rocket launching with a black background.

Smarter Investing

For entrepreneurs ready to start building wealth on purpose

Here’s how it works

Step 1

Schedule your consult

Tell us what’s working, what’s not, and what you want next. You’ll have a clear path forward for you and your business.

Step 2

Execute the game plan

We’ll get your books in order, apply smart tax strategies, and put your investment plan into motion - a system built to work for you, not by you.

Step 3

We’ve got it from there

Our team handles the day-to-day, while you focus on what you do best. With ongoing guidance and a team in your corner, you’ll feel supported, confident, and ready to grow.

What our clients are saying

A young woman with long, wavy hair and a black shirt smiling at a happy Australian Shepherd dog with a merle coat pattern, outdoors during sunset.

“We’re so grateful to have Brian and his team”

We are a husband and wife with a small business, and as it has grown we realized the need for a good accountant to keep our books and to help guide us through how to structure our business and other tax-related matters.

Once we found Brian, it was such a weight off our shoulders.

Five-star rating graphic with five gold stars.

Katrina K.
Owner, Brooklyn Dog Training

“Best accountant I’ve ever worked with”

I can't believe I'm writing this about doing taxes but they made the process an absolute pleasure.

Anna D.

A young woman with curly hair, wearing sunglasses, a brown beanie, and a cozy brown coat, smiling and holding a disposable coffee cup while walking outdoors in an urban setting
Five-star rating graphic in gold on a black background.

“The team is incredible”

They helped me restructure my business and have been so helpful and insightful.

A man with curly hair and a beard smiling in a casual indoor setting.
Five gold stars rating graphic

Taylor P.

“Absolutely amazing people to work with”

I had a mess of business and personal issues and they were patient and resourceful every step of the way.

A smiling man with glasses and a beard sitting at a wooden desk in an industrial-style office with brick walls and large windows.
Five out of five gold stars against a transparent background.

Conor D.

Should you be an S corp?

Let's find out
Liebert CPA Other Firms
CFO & Bookkeeping
Prepare monthly financials ✓ ✓
Manage your payroll ✓ Outsourced
Books that are bulletproof for the IRS ✓ ✗
Monthly tax insights ✓ ✗
Integrate your accounting tech stack ✓ ✗
Tax Support
File your business & personal taxes ✓ ✓
Handle your extensions ✓ ✓
Personalized tax checklist ✓ ✗
Video walkthrough of your tax results ✓ ✗
Year-round access to your tax advisor ✓ ✗
Audit support & identity theft protection ✓ ✗
Tax Planning
Quarterly estimated taxes ✓ ✗
Tax Strategy Blueprint (how to save money) ✓ ✗
Tax Forecast (it's like having a crystal ball) ✓ ✗
Financial Planning
Build a comprehensive financial plan ✓ ✗
Execute the financial plan ✓ ✗
Manage your investments ✓ ✗
Tax and Financial advisors that work together ✓ ✗

What You Get With Us

Ready to get started?

Book my FREE consultation

Frequently Asked Questions

  • If your business or freelance net income (after expenses) is north of $50k a year, you should be thinking about tax planning.

    If your net income is north of $100k, you should hire a team to think about it for you.

  • If you’re just starting out and can stay organized, manage your own books. The extra overhead doesn’t make sense when you have no income, and making some errors on the numbers here and there isn’t a huge problem.

    But the more money you bring in, the more impactful those errors can become.

  • It’s totally normal to think you just need help filing taxes. You’ve probably always done it that way!

    If you’re a 9-5 employee, tax support is probably good enoug. But for business owners and freelancers, you’re missing the opportunity to dramatically reduce your biggest annual expense.

    Once we start working together, most clients realize how much easier it is to have a team that looks at the whole picture. You’ll save more, stay organized, and actually feel good about your finances.

  • Most tax firms work with you once a year, at their busiest time, and just check boxes.

    For business owners and freelancers, that’s a big mistake. You have an opportunity to save real money by working with us in a more proactive way.

  • We work with a lot of people who’ve done a solid job on their own. But it’s about partnering with someone who can help you go further, faster, and with fewer costly mistakes along the way.