Built for business owners like you.
We work with sole owners, S corporations, partnerships, and LLCs. Our clients run trade businesses, service businesses, and professional practices. They're busy, they want things done right, and they want straight answers.
Most of our clients are right here near Seneca, but we work with business owners across the country. Come in, work with us fully online, or mix both.
By April, it's too late to save.
Most tax savings come from choices you make during the year: how your business is set up, when you buy equipment, how you pay yourself. If your accountant only sees you at tax time, those chances are already gone.
What we do for you.
Business tax prep
Your return done right and on time.
Tax planning
A mid-year check and a year-end plan, so you know what you'll owe before it's due.
Quarterly taxes, handled
Know how much to save for taxes, so you're never caught short.
Business setup check
Are you set up the right way? For example, would an S corporation save you money?
Profit reviews
We go over your numbers with you and find where money is leaking. We use the reports from your own books.
Running smoother
Ideas to save time and cut waste in your business.
Exit planning
Know what your business is worth, and get it ready for the day you sell or step away.
Pick the level of help that fits.
Tax prep tells you what happened. Our plan changes what happens.
Every level includes your business tax return, your personal tax return, and tax planning all year. The two higher levels add help growing your profit. In your first year, we learn your business and give you a written plan showing what we expect to save you.
Foundation
Get your taxes done right, set up right, and never be surprised by a tax bill again.
Best for: owners who want their taxes handled well and a clear tax plan, without business coaching.
- Business and personal tax returns
- A written Strategy Review in your first year
- Our No-Surprise Tax Plan, so you know what to pay in taxes each quarter
- Tax estimates at mid-year and year-end
- A mid-year tax check and a year-end planning meeting
- A yearly check on your business setup (like S corp and owner pay)
- Our S Corp course, for S corp owners
- Tax deadline reminders
- Questions answered all year
- Audit help on returns we prepare
BEST FIT FOR MOST
Growth
Grow your profit and run a tighter business, with your taxes handled all year.
Best for: growing owners who want help raising profit and running more efficiently.
- Everything in Foundation, plus:
- Quarterly tax meetings
- Your No-Surprise Tax Plan updated every quarter
- Two business advisory meetings a year, with a simple one-page profit scorecard
- A money-making fix at each one (like pricing, costs, or getting paid faster)
- Faster answers to your questions
Partner
A monthly advisor to grow your business, raise its value, and get it ready for what's next.
Best for: owners who plan to sell or pass on the business in the next few years, or who want an advisor every month.
- Everything in Growth, plus:
- Monthly check-ins
- Business advisory meetings every quarter
- A 3-year tax plan
- A review of your last 3 tax returns for missed savings
- Ongoing help making your business worth more and easier to sell or hand off
- Tax planning for a future sale
- Help working with your attorney and other advisors
- Your returns done first in tax season
You don't have to pick. On your free call, we'll recommend the level that fits what you need.
Just need your returns done? We do that too. Start with a free call.
★★★★★
"Reese is a great guy. Has done very well for us. Very personable and goes the extra mile to get our best interests accomplished. Highly recommend"
Jacob C., Google review