Stop overpaying your taxes every year.
Proactive tax planning for business owners and freelancers who want to keep more of what they earn and avoid surprises at tax time.
Trusted by 400+ service-based businesses
✔ Stop overpaying at tax time
✔ Expert advisors in your corner
✔ Year-round financial clarity
Most accountants tell you what you owe. We tell you what to do about it.
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
Bulletproof Bookkeeping
No more scrambling like a crazy person come tax time
Win the Tax Game
Smart, proactive strategies and effortless tax filings
Smarter Investing
When you’re ready to start building wealth on purpose
Here’s how it works
Schedule your consult
Tell us what’s working, what’s not, and what you want next. We’ll design a clear path forward for you and your business.
Execute the game plan
We get your books in order, apply smart tax strategies, and put your plan into motion - a system built to work for you, not by you.
We’ve got you from here
Our team handles the day-to-day while you focus on what you do best. Ongoing guidance, no year-end surprises.
What our clients are saying
“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.
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.
“The team is incredible”
They helped me restructure my business and have been so helpful and insightful.
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.
Conor D.
Should you be an S corp?
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Other firms | |
|---|---|---|
| CFO & Bookkeeping | ||
| Monthly financials | ✓ | ✓ |
| Manage your payroll | ✓ | Outsourced |
| Books that are bulletproof for the IRS | ✓ | |
| Monthly cash flow insights | ✓ | |
| Integrate your accounting tech stack | ✓ | |
| Tax Filing & Support | ||
| File your business taxes | ✓ | ✓ |
| File your personal taxes | ✓ | ✓ |
| Handle your extensions | ✓ | ✓ |
| Year-round access to your tax advisor | ✓ | Tax season |
| Personalized tax checklist | ✓ | |
| Video walkthrough of your tax results | ✓ | |
| Audit support & identity theft protection | ✓ | |
| Tax Strategy & Planning | ||
| Quarterly estimated taxes | ✓ | |
| Tax Strategy Blueprint - how you'll save money | ✓ | |
| Annual Tax Forecast - know what to expect | ✓ | |
| Financial Planning | ||
| Comprehensive financial plan | ✓ | |
| Investment portfolio construction | ✓ | |
| Ongoing investment optimization | ✓ | |
| Tax and financial advisors who work together | ✓ |
What you get with us
Ready to get started?
Frequently Asked Questions
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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.
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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.
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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.
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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.
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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.