The richest families in America pay about 8% in taxes. You pay up to 37%. It is because they plan all year long, not at the end or the start of the next year.
We read your last 3 tax returns. Then we show you, in real dollars, what your preparer missed.
Free 20-minute call. No pitch. Free advice either way.
Three kinds of households. One first call: 20 minutes, no pitch.
You pay the full 15.3% self-employment tax on every dollar. Nobody walked you through the S-corp election, or you elected and nobody set your salary right.
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W-2 plus K-1, RSUs, a home sale, one rental or six. "Our W-2 taxes are getting slaughtered" is a sentence we hear weekly. There are real moves that fix it.
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Years behind. Got a notice. Your last preparer ghosted. We do the messy work other firms will not touch, and the cleanup pays for itself.
See if you fit →Once we find the money, we help you keep it. All of it under one roof.
Behind on your books? We clean those up too. See bookkeeping →
Based in San Antonio
Real people you can meet. We file federal and multi-state returns, so you do not have to be local to work with us.
Modeled year-one savings from recent work. Identifying detail removed.
$145K net as a 1099 medical contractor. Prior preparer never raised S-corp. After modeling reasonable comp, the structure saved them ~$11K in year one and put a real retirement vehicle on the table for the first time.
"Our W-2 taxes are getting slaughtered." Cost seg on the highest-basis property, LLC titling fixes on two more, and a 1031 path their old preparer never raised. Year-one estimated savings $30K–$40K, recurring.
$4.2M SaaS exit in 2024. QSBS Section 1202 exclusion missed by prior CPA. We refiled within the statute window and recovered ~$340K in federal tax that was overpaid at exit.
Pulled straight from call transcripts. Their words, not ours.
I've never been more excited to spend $10,000 in my life.
End of Tax Discovery, after walking through ETS approach + what working together looks like.
Oh my goodness. Wow. Wow.
Reacting in real time after ETS explained the white-glove setup across all his entities: bookkeeping, banking, payroll, the works.
Every time I ask him… what can we do for the future? And he's like, just pay more taxes. That's not what I wanna do.
Explaining why he was leaving his prior CPA whose only advice was to pay more taxes.
Most preparers only see the return. We start at the bank statements, so all three tie out. That is when real planning can start.
Every dollar in, every dollar out, across every account. The raw record. If it isn't reconciled against your books, nothing downstream is real.
Categorized, reconciled, defensible in an audit. P&L, balance sheet, cash flow. The translation layer that makes planning possible.
Federal and multi-state returns filed by licensed practitioners. When the return ties to the books, which tie to the bank, you have a full tax story, and only then can we plan against it.
Written the same way we talk on the call.
Owners ask what it costs to amend a business return and the honest answer is that the form is the cheap part. A change at the entity flows to every K-1 and then to every owner's personal return, and for most partnerships an amended return is not even the correct filing. Here is what actually gets touched.
Read → BookkeepingThe gap between books that look finished and books a preparer can file from is wider than most owners expect, and it is almost never the Profit and Loss. Here is what actually gets asked for in January, what to reconcile before you send anything, and the handful of questions that cause most of the back-and-forth.
Read → BookkeepingAn Amazon seller's 1099-K almost never matches the deposits in the bank, and almost never matches revenue in the books. Neither is wrong. Fees, refunds, reserves and the calendar boundary each account for part of the gap. Here is the reconciliation that turns settlement reports into a defensible set of books.
Read →We look at your situation and show you the gaps in real dollars. No pitch. Free advice either way.
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