Tax Preparation
Business and personal returns, prepared from clean books and filed on time.
Tax, accounting and advisory
A CPA firm that works with you all year, not just at tax time.
Your tax bill is decided during the year, not when the return is filed. So we close your books every month, plan with you before December 31, and give you a team that knows your numbers.
Or start with a review of your last three tax returns
Why clients come to us
Most businesses hear from their CPA once a year. By then, the year is over.
Firms are short on staff and every deadline lands in the same few weeks, so planning is the first thing to go. Here is what changes with us.
Who you talk to
Whoever is free this season.
With usA named team, led by a CPA, every year.
Your books
Cleaned up once a year, in a rush.
With usClosed every month.
Tax planning
In March, about a year that already ended.
With usEvery fall, while it can still change the result.
Your return
Extended because the firm ran out of time.
With usPrepared from finished books, without the rush.
Services
One team for tax, accounting and advice
Most clients use several of these. Because one team handles them all, nothing gets lost in between.
Tax Planning
Planning while the year is still open, so your decisions still count.
Accounting and Bookkeeping
Your books reconciled and closed every month.
Financial Reporting
Statements and schedules ready when a lender, auditor or buyer asks.
Advisory and CFO
A senior finance person for cash flow, forecasts and big decisions.
Specialized Services
Multi-entity and real estate accounting for businesses with more moving parts.
How we work through the year
We're working on your taxes in July.
Tax season is just one stop. Pick any month to see what we're doing for you.
July
Tax projection
We project this year's tax from six months of closed books, while there is still plenty of time to act on it.
Every month: books reconciled and closed, with a short note on what changed.
Tax savings review
A second look at your last three returns
We check for savings that were missed, like depreciation never claimed or credits nobody applied for, and tell you plainly what they are worth.
Your team
You'll know your team by name
The same people every year, so you are not explaining your business to someone new each spring.
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CPA
Engagement partner
Leads your account, signs your returns and runs your planning meetings.
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ACC
Dedicated accountant
Closes your books each month and flags what needs a decision.
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TAX
Tax specialist
Prepares your returns and tracks every deadline and estimate.
Getting started
Switching to us is simple
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A first conversation
45 minutes with a CPA about how your business runs.
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A look at your books
We review your books and recent returns and tell you what we find.
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A written proposal
Scope, monthly fee and your team, all named up front.
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A clean handover
We collect your records and take it from there.
For CPA firm owners
Thinking about the next chapter of your practice?
You have spent years earning your clients' trust. We want to keep earning it with you.
- Your clients stay with the people they know.
- Your staff get more support and room to grow.
- Your transition runs on a timeline you agree to.
Start a confidential conversation
Nothing is shared until you decide.
Let's talk
Tell us a little about your business
A CPA will get back to you within one business day.