Tax Strategy, Preparation & Representation – Backed by
an Enrolled Agent
Proactive strategy for high-income earners,
backed by full-service tax and accounting support.
Every engagement is led by an Enrolled Agent
with 20+ years of experience and handled
by our dedicated team – never seasonal staff.
Tax Strategy Group – Our Signature Service
This is where we deliver the most value. Twice a year, we open a small, selective group for clients ready to plan ahead instead of react at tax time. Together we build a customized strategy designed to legally reduce your tax burden before the year closes — drawing on entity structuring, depreciation and cost segregation, income classification, and strategic timing.
Because each plan is built individually, enrollment is limited and offered by invitation.
Tax Preparation
Precise, fully reviewed business and personal returns — the natural follow-through once your strategy is in place. Every return is reviewed by an Enrolled Agent before filing.
Bookkeeping
Clean, current books are the foundation every good tax strategy is built on. We keep your financials accurate and organized year-round, so nothing is left to scramble for in April.
Audit Representation
If the IRS or state comes calling, you have an Enrolled Agent with unlimited representation rights in your corner — strategic, experienced, and fully authorized to advocate for you.
FULL-SERVICE PLANS FOR ONGOING SUPPORT
BRONZE – TAX
Straightforward return preparation from the documents you provide. Ideal for simple filings that don’t require a planning consultation.
BRONZE – BOOKKEEPING
Essential quarterly bookkeeping for businesses with lighter activity (under ~50 transactions/month). Core record-keeping, kept clean and current.
GOLD – TAX
Full preparation for medium-complexity returns. Send us your documents and we handle the rest, start to finish.
GOLD – BOOKKEEPING
Comprehensive quarterly bookkeeping with two consultations and a mid-year financial review. Built for businesses under ~300 transactions/month that want professional oversight and clarity.
PLATINUM – TAX
All-inclusive, full-service preparation for complex returns and multiple entities — the right fit for sophisticated financial situations.
PLATINUM – BOOKKEEPING
Full monthly bookkeeping with quarterly consultations and two annual financial reviews. For active businesses (300+ transactions/month) that need precision and hands-on attention all year.