✔ Stop overpaying at tax time
✔ Expert advisors in your corner
✔ Year-round financial clarity
Business Owner Plans
LAUNCH
For freelancers & single owner LLCs who just want to get organized
Starting at $350/mo
Key features
- Quarterly Bookkeeping
- Quarterly Tax Estimates
- Business Taxes (Sch C)
- Personal Taxes
- Dedicated Tax Advisor
GROWTH
For business owners who want to execute smart tax strategies
Starting at $700/mo
Key features
- Monthly Bookkeeping & Tax Insights
- Quarterly Tax Estimates
- Business Taxes (1065/1120S)
- Personal Taxes
- Tax Strategy Blueprint
- Tax Forecast
- Dedicated Tax Advisor
SCALE
For business owners that want to turn tax savings into financial growth
Starting at $700/mo + 1% AUM
All Growth features, plus
- Financial Planning
- Managed Investment Portfolio
- Dedicated Investment Team
Tax Essentials
FREELANCERS
Tax filing for freelancers & single owner LLCs
Starting at $1,500
Key features
- Business Taxes (Sch C)
- Personal Taxes
BUSINESS OWNERS
Tax filing for business entity & owners
Starting at $2,500
Key features
- Business Taxes (1065/1120S)
- Personal Taxes
Wealth Management
WEALTH MGMT
Financial planning for your future
Simple pricing at 1% AUM
Key features
- Financial Planning
- Managed Investment Portfolio
- Dedicated Investment Team
Accounting that actually helps you move forward
We do more than just file your taxes.
We manage your entire financial life, from taxes and bookkeeping to proactive planning and investments.
Our goal is to help you build a clear, confident future. No more guesswork. No more last-minute scrambles. Just expert help that’s built for how your business really runs.
What you can expect
Win the Tax Game
Smart, proactive strategies and effortless tax filings
Bulletproof Bookkeeping
No more scrambling like a crazy person come tax time
Power Up Your Wealth Engine
Turn business income into long-term growth with our investment team
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 have an S corp?
Find out if you’ll save money with a brief quiz
What You Get With Us
 |
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 | ✓ | Separate Firm |
| Execute the financial plan | ✓ | ✗ |
| Manage your investments | ✓ | ✗ |
| Tax and Financial advisors that work together | ✓ | ✗ |
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.