Done for you. You upload your statements, we rebuild every transaction and keep you current. The cleanup is free when you start monthly bookkeeping (from $300/mo), and we tell you your exact number before you book. Behind, ghosted by your last bookkeeper, or you just want it off your plate? Book a quick call. No judgment.
Already caught up and want tax strategy? See everything we do → · Tax planning, returns, and IRS work under one roof.
We work with three kinds of households. The plans look different. The savings look different. The first call is the same: 15 minutes, no pitch, you find out which one fits.
You're paying full 15.3% SE tax on every dollar because nobody walked you through the election. Or you elected and nobody set reasonable comp. Either way, the structure isn't working as hard as it should.
See if you fit →W-2 plus K-1, RSUs, equity events, a recent 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.
See if you fit →Years behind. Got a notice. Prior preparer ghosted. S-corp set up wrong from day one. We do the messy work other firms won't touch — and the cleanup pays for itself faster than you'd think.
See if you fit →Once your books are current, the real planning starts. Tax planning, returns, S-corp setup, and IRS work, all under one roof. We map it to you on the call, not with a checkout button.
Identifying detail removed. Numbers are modeled year-one savings from recent engagements. Verified references available on request after engagement.
$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.
Captured live from Discovery + Advisory transcripts. Identifying detail removed. Words verbatim — exactly the way it came out of their mouths.
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.
Every business has three tax stories running in parallel. Most preparers only see the return. We work from the bank statements forward so the numbers tie cleanly across all three — and only then is real planning possible.
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.
The Resources section covers tax planning, bookkeeping, real estate, crypto, IRS work, and operating-a-business — written in the same voice we use on the Discovery call.
S-corp owners can't deduct home office expenses personally — but the corporation can pay for the space three different ways. Here's the math on each approach, the IRS rules behind them, and the path that wins for most owners.
Read → Tax PlanningThe Augusta Rule lets S-corp owners rent their personal residence to the corporation for up to 14 days per year — tax-free to the owner, deductible by the corporation. Done right, it captures $5K–$25K of pure tax-free income annually. Done wrong, it's an audit lightning rod.
Read → Tax PlanningAn accountable plan is paper, not magic — but the paper has to be right. Here's the operational walkthrough: the written policy, the reimbursement cadence, the substantiation workflow, and how to wire it through Gusto and your bookkeeping.
Read →Book a free 15-minute call. We look at where you are, answer your questions, and map your cleanup. The cleanup back to January 2025 is free when you start monthly bookkeeping. No judgment, no pressure.
Book a free call →