Tax planning is the analysis and arrangement of your financial situation to pay the lowest amount of taxes possible. Our proactive tax cpa services include an in-depth analysis of your prior tax returns, and recommendations on how to reduce future tax returns. Know what you will owe before it is even due by planning for it. Waiting until tax season will be to late so call today!

Tax preparation involves filing your tax return with the appropriate federal agencies. It's after the fact compliance & does not seek to identify ways to reduce your tax liability. However, if you hire us to file your tax return, we will be sure to file it in accordance to your tax plan.

No, tax preparation is a separate service that we offer. However, we do offer bundle discounts when you sign-up for both services. For more information on this, schedule a consult today!

Because everyone’s situation is unique, we can’t promise you specific savings until reviewing your situation. However, on average, we find over $20,000 in tax savings for our clients.

For starters, only 18% of tax professionals offer forward-thinking tax planning services. Many tax professionals lack the knowledge, time, experience, or staff to help their clients with tax planning. In sharp contrast, our firm specializes in tax planning.

Our core focus is helping real estate investors, brokers, agents, property managers and business owners minimize their tax bills. This is where we thrive and add the most value to our clients. 

We are also general business experts and can advise on general tax issues for most businesses industries. 

If you've never received tax planning or advice, it can make sense regardless of where you are in your business journey.

We've helped brand new businesses just starting out, investors with a handful of properties, as well as large midsized businesses and sprawling empires.

For starters, when you are self employed, any type of  business owner, or 1099 independent contractor, you are required to keep accounting records by the IRS. Aside from that,

Accounting is often called the "language of business" because it deals with interpreting and communicating information about a company's operations and finances.

Accounting is extremely important to any company because the financial information, as interpreted by CPAs, allows executives to make informed business decisions-decisions that help those companies become more successful.

Economic events are measured and described by accounting. Everyone works with and uses accounting ideas, whether they're managing a business, investing money, or just deciding how to spend their paycheck.

In business, accounting links the past with the future. It provides decision-makers information about recent financial activity, as well as information and recommendations useful for forecasting future events.

We offer a robust suite of financial services, including small business taxes and advisory, entity formation, bookkeeping, and payroll, that allows you to focus your time and energy on growing your business while we handle the rest.

Our team is comprised of licensed tax professionals, including CPAs and EAs, who are qualified to prepare and file your taxes in whichever state your small business is headquartered. Our accountants have over 17 years of combined professional experience.