Business Taxes & Consulting

Regardless of your business & personal financial situation, we can help sort out the tax situation. We’ll work together throughout the year to ensure everything is setup correctly, structured in the most tax efficient manner, and track expectations compared to actual business performance. We ensure you pay as little tax as legally & ethically possible, while minimizing the risk of IRS audit.

Come tax return time, the work we have done throughout the year means no surprises – snap a picture of tax forms received or requested, and easily upload them to our secure document portal – accessible through both computer & mobile. At that point, we’ll prepare your returns before we regroup to walk through and ensure you understand your returns. Both signing & filing are handled electronically, meaning no more papers to keep track of or in-person meetings to distract from day to day business.

Our pricing tiers also scale to include consulting throughout the year, quarterly meetings and reviews, and audit support. In addition, you can always reach out to us during the year instead of waiting for tax time with any questions around planned financial & lifestyle changes – basic advice and replies are always included.