Tax Planning is not the same as Tax Preparing. Most small business owners believe that their CPA, Accountant, Tax Preparer is saving them money on taxes – but they aren’t! They are just preparing the returns.

Tax Preparation = Cost …Tax Planning = Investment with ROI

Tax Preparation is the process of preparing tax returns for submission to the IRS after year end. Tax Planning is the process of looking at a person’s lifebusiness and regulatory requirements to LEGALLY reduce taxes before year end.

We will come alongside you and help you find the tax strategies that will help you save money on your taxes.

We Cover…

  • Deductions
  • Legal Entity Structure
  • Retirement
  • Insurance
  • Loopholes
  • Tax Cuts & Jobs Act Updates
  • Niche Specific Strategies

CFO Services


What are your numbers telling you? Do you even know your numbers? Find out what CFO services might bring to the table.

Tax Planning


We take a proactive, consultative approach to your taxes. With tax planning we will help you figure out if you are paying more than you need to be!

Monthly Accounting


Running a business can be challenging. Let us take the daily accounting off your plate so you can focus on growing your business!