Basics done right matter.
Paying too much tax?
Start with our signature 2nd opinion on your taxes.
We are tax strategists and look for missed opportunities and overpaid taxes. So you are confident that you're paying the least amount of tax, legally.
And you don't have to leave your current CPA.
ONLY $97 for a review, meet & a report!
🌟 LIMITED TIME OFFER🌟
$500 OFF with code 500OFF2NDOP
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We are PROACTIVE & by the Book
We are your "by the book" accountants, and we know legal ways to pay less tax. We use strategies that have gone through US Tax Court and were "approved".
We take care of the basics:
🌟 Bookkeeping (daily, weekly, monthly) which is the core of your success. Plus, we give you timely reports, too!
🌟 Tax filing
🌟 Ancillary items like payroll, sales tax, invoicing, bill pay.
Let's connect to see how we can support you and your family when you become a part of our family.👇🏻👇🏻👇🏻
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New Program
Interim or Fractional
CFO / Controller
Or aren't quite ready to have a full-time CFO or a Controller (full-time can be very expensive!)?
We've got you! Our Fractional or Interim service can be a great transition for you!
New Program
IRS and State Representation
We can help sort things out and
get you back on track.
And all advice we give you always keeps taxes in mind.
New Program
Real Estate Management
We can manage it and handle accounting, payments, rent collections, and consolidate reports for you, too!
Real estate builds wealth & saves $ on tax.