Tax, accounting, valuation, and year-round advisory in one spot, focused on lowering your taxes and growing what you keep.
Apply to become a client →A 1040 figure — federal income tax plus self-employment tax. It excludes W-2 payroll tax (FICA) already withheld from wages, so moving income from a W-2 to self-employment raises this number.
Illustrative figures only. This calculator starts from a sample household — married filing jointly, with $420,000 of 1099 income and $180,000 of W-2 wages — and recalculates from whatever you enter. It is a rough model built for curiosity, not a tax plan. Congress writes the rules and the IRS enforces them, and neither has ever accepted "a website told me" as a position. Nothing here is tax advice, no figure is a promise, and every strategy shown depends on facts and documentation this page knows nothing about. Before acting on any of it, work it through with a qualified tax professional — ours or anyone else's.
Bring your latest return to a 30 minute video call with a CPA on our team. Within 48 hours you receive a one page written snapshot that covers our findings, potential risks, and opportunities, along with the questions worth verifying with your current advisor.
There is no cost and no obligation, and the written snapshot is yours to keep.
Book your free Tax Position Review →Most firms show up once a year and charge the same whether their advice moves anything or not. We work on a flat fee agreed up front, stay in your numbers year-round, and keep the documentation behind every position we prepare.
Before we change anything, we measure where you stand today, from your income and tax exposure to your net worth. That becomes our starting point, the number we work to grow and the clearest way to show the value we add over time.
By the time a return is filed, the best chances to save have already passed. Throughout the year we run tax projections and model big decisions like an investment exit, entity structuring, or retirement optimization, so you see any pitfalls coming while there is still time to act on them.
Anyone can put a number on a return, but the real value is having the documentation behind it, with every position organized and supportable. That is where our year-round advisory relationship earns its keep.
Bookkeeping, both your returns, and year-round planning come as one flat monthly investment, on a twelve-month term. Investments start at $625 a month, and the full scope and your number are agreed in your engagement letter before any work begins, so nothing about your billing is ever a surprise.
Each package covers one business entity and one personal return; additional entities, states, and returns are scoped and quoted before you sign. Prefer just a return prepared? See our flat-rate tax preparation →
Book your free Tax Position Review →Starting investments shown. Final scope, deliverables, and your flat monthly investment are set in a signed engagement letter, which governs the relationship.
Yes, it is unconditionally free. The 30 minute call and the written snapshot cost nothing, whether or not we ever work together. If we see a fit we will say so plainly, and the snapshot is yours to keep either way.
Every engagement is a flat fee, scoped to your situation and agreed before any work begins, and we put a clear number in front of you after a short conversation.
A CPA on our team handles your books, your return, and your advisory together, and every return moves through a multi-stage review before it is filed, so nothing goes out unchecked.
You book a short call directly and pick the time. We ask about how things run today, show you the ways we can work together, and the exact scope and flat fee go in a written engagement letter before any work begins.
We start by measuring where you stand, then track against it through the year, so you see the difference in plain numbers, from tax saved to net worth built over time.
Yes, the whole firm runs virtually, with a simple online setup for documents and signatures, so your location is not a barrier.
Apply below, and we will set up a short conversation and map where you stand, with no obligation to continue.
We take on a limited number of clients so we can do real advisory work for each one. Tell us about your situation and we will set up a short conversation and map where you stand.
