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Service for the Whole Family

We create customized, multi-generational tax plans starting with your first job, home, and family to your loved one's social security planning and back to wealth transfers and education plans for the 'apples of your eyes'.

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Don’t Fear Taxes.
Get Empowered.

Taxes are hard. Many people don't even make it all the way through Accounting 101 in school. Relax. I'm trained in tax law and I'm here to provide the tools and knowledge you need to tackle your finances head on. Individuals and businesses of all shapes and sizes welcome.

Need help with your taxes?

Remember the days when tax pros wore green eye shades to make number crunching easier? Our new free tool works the same way.

Click through to answer a few quick questions and I'll hand over some super straight-forward tax answers. No super personal conversations or credit card necessary. Think of it like looking through your very own visor: Everything’s a lot less painful and a little more green. Try it for yourself. And then share it with a friend (or 20). It's that good.

CLIENT RAVES

“Every few months, I send out an illustrated email zine filled with art, life updates, and the latest on fun new projects.”

Sarah Fiester

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WHAT WE OFFER

Tax

  • Tax Preparation - Multi-State and International

  • Corporate Strategy, Projections, and Compliance

  • Business Incorporation, Entity selection, Corporate restructuring

  • Payroll Services

  • Estates and Trusts Planning and Preparation

  • Investment Analysis and Tax Structuring

  • IRS Representation

  • 501(c)3 & Tax-exempt Status Applications and Compliance

  • Stock Option/ISO/NSO/RSU Tax Projections and Trading Advisory

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Audit

  • Attestation and Advisory Services

  • Compilation and Review Services

  • Internal Control Assessment and Implementation

  • Risk Assessment

  • Nonprofit Independent CPA Review and Audit Compliance

  • Cloud-based systems (Quickbooks Online, Xero) API Integration and Security Controls

MORE...

Accounting

  • Financial Statement Preparation

  • Monthly Bookkeeping/Write-up

  • Mergers, Acquisitions, and Business Sales

  • Bank Reconciliation

  • Systems Consulting and Implementation - SaaS, cloud-based systems, QB Online, & more

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Consulting

  • "Outsourced-CFO" Roles

  • Business Valuation

  • Cash Flow Modeling, SWOT Analysis, KPI’s

  • Cloud-based systems consulting and implementation (G-suite, Quickbooks Online, and API integrations)

  • Financial Forecasts and Projections

  • Social Security Benefits Planning and Projections (personal tax)

  • Multi-state, Multi-national strategy

  • Business Intelligence (BI) and Customized KPI Building and Implementation

MORE...

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Everything You Need

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