THE BEST TAX
STRATEGY
Our tax advisory group exists because as owners of many other businesses, we got tired of seeing our esteemed tax industry experts fall short of our expectations. We wanted masterful tax strategies from a pro-active tax team, so we did it ourselves.
We take a very limited number of clients each year so we can offer a white-glove service from a team that's always available.
We save our clients hundreds of thousands in taxes every year, and we're constantly searching for overlooked programs to give you returns you never thought possible.
You call, we answer. We take our communication to the next level. We aren't an accountant you hear from only during tax season. We work with you all year long.
What a ground force like this, you can be more confident in seeking and engaging complex business structure and tax-savings ideas. We've got your back.
We feel strongly that CPA's that only work with companies in a specific industry(i.e. Dental CPA's) miss opportunities to apply tax strategies learned in a wide variety of areas. They tend to get stuck in a rut and don't see beyond their time-tested expertise to think outside the box.
We understand that running a business can be unpredictable. Fixed monthly fee allows you to call/email us whenever you want, plan tax reviews, and work directly with your operations team without feeling like you're writing a blank check or running the clock. Based on experience, that's the best way to provide maximum value.
If you think this might not be worth the money, that's alright. We might agree with you. Sometimes companies we see aren't quite ready for the strategies we'll discuss and therefore shouldn't pay high fees for tax advice. We recommend a short call to discuss your business and in a few short minutes we can help figure that out. We choose to work only with businesses that are going to maximize our advice. If otherwise, we both waste something that is precious and irrecoverable--our tax advice and your money!
Schedule a one-on-one discovery call to see if you'd be a good fit for us.