Proactive, Advisory-First Tax & Finance.

Year-round tax strategy, financial clarity, and business advisory. One clear plan.

How We Work

01Start here

Discovery Call

30 minutes · NO CHARGE

A first conversation to understand your business, your books, and where you want to go.

02Step one

Comprehensive Tax & Business Consultation

The analysis

A deep examination of your trifecta, prior returns, and financial posture. The foundation every engagement is built on.

03The pillars

Tax Advisory · Financial Clarity

Ongoing advisory

The two practices we lead with: strategic tax planning and helping you understand your financials.

04Supporting

Filing, Books, Board & Payroll

Operational layer

Brought in when the plan calls for it. Business and personal filing, governance, books, and payroll (via partner).

Engagement Tiers

Transparent, flat monthly fee.

Custom tax advisory supported with bookkeeping, tax filing, payroll, and much more. No hourly billing, no surprise invoices.

IStarter

Tax Strategy Essentials

Stop overpaying. Start planning.

$449/mo

$100K – $300K

Great for

Solopreneurs, W-2s, and businesses

Semi-annual strategy sessions

What you get

·Proactive annual tax plan
·Personal 1040 + Schedule C filing included (businesses under $300K)
·S-Corp 1120-S filing included (under $300K revenue)
·Dedicated POC for all things Tax & Business
·IRS/state POA filing
·Estimated-payment & withholding reviews
·Semi-annual bookkeeping review
·Payroll setup
·Deadline tracking & reminders
·Knowledge Library (coming soon)

Growth Tax Advisory

Build the plan your growth demands.

$949/mo

$300K – $1.2M

Great for

C-Corps, S-Corps & partnerships (one business entity)

Biannual check-ins · Quarterly reports

What you get

Everything in Essentials, plus:
·Personal 1040 + one business return: 1120 (C-Corp), 1120-S (S-Corp), or 1065 (Partnership)
·Quarterly KPI reports on business financial performance
·Quarterly cash-flow forecasting
·Biannual strategy check-ins (every 180 days)
·2x priority calls (15 min, book when it can't wait)
·Guided implementation & accountability

IIIMost engaged

Financial Clarity Partner

Know your numbers. Every month.

$2,600/mo

$1.2M – $6M

Great for

Owners who want to understand their financials, month to month

Quarterly check-ins · Monthly reports

What you get

Everything in Growth, plus:
·Full bookkeeping
·Monthly runway reporting
·Monthly KPI reports & dashboards
·Monthly cash-flow forecasting
·Payroll & payroll support
·Quarterly strategy check-ins (every 90 days)
·4x priority calls (15 min, book when it can't wait)

Executive Advisory

Stewardship across all you've built.

Custom

$6M+

Great for

Larger or exit-stage companies

Bespoke engagement

What you get

Everything in Tier III, plus:
·Fractional CFO / COO support
·Tax filing & bookkeeping included
·Transaction, exit & succession support
·Stewardship across entities & family
·Fully tailored scope