We work with Entrepreneurs, Medical Pros, & More
If you are self employed and make over $250k, we are the tax firm for you.
Your tax return is a balancing act of gains, losses, interest, dividends, investment interest expense & more. It deserves a more nuanced approach than a typical CPA can offer.
Over 80% of the tax returns we review contain errors or missed opportunities.
Reduced by:
$200,000
Tax Liability
"Michael was overpaying by $200,000. His tax plan package paid for itself 10 times over."
Upon our review of his prior year tax return, we discovered that Michael paid over $200,000 in net investment income tax.
You probably overpaid in taxes last year. Let's take a look.
We start by reviewing your prior year return to look for missed opportunities.
The additional savings we find in your prior year return often cover the cost of our services.
Our clients typically save tens of thousands in taxes with our specialized approach. How's that for an ROI?
We don’t just do your taxes, we fine-tune them.
We go beyond basic tax preparation. We proactively plan throughout the year to ensure you're aligned with the best strategies for minimizing tax liabilities.
Our approach is detailed, personalized, and always compliant with the latest tax laws and regulations.
It's not just about filling out forms; it's about finding opportunities that others usually miss.
