From Bluevine Your bank works. Now make the tax side work too.
You found us through Bluevine — which means you're already running your business with a tool that respects your time. The next missing piece is usually the tax side. Most preparers run reactive; we run proactive tax planning, year-round bookkeeping that ties to your Bluevine activity, and returns built on real strategy. Specialty: business owners, real estate operators, and crypto-adjacent businesses.
The bank gives you the rails. We give you the strategy.
Bluevine handles banking. We handle the part that actually moves your after-tax wealth: which entity structure, which deductions you're missing, which retirement plan minimizes 2026 tax, what to do about multi-state income, how to clean up books that don't tie.
- S-corp election timing. If your net is over $50K and you're still on Sch C, you're overpaying self-employment tax. We model the comp split + payroll structure that actually wins.
- Bookkeeping that ties to your Bluevine activity. No "miscellaneous expense" categorization. Every transaction mapped to a Schedule C / 1120-S line that survives audit.
- Multi-state nexus before it hits. Remote employee in a new state? Customer threshold crossed? We flag it before the state notice arrives.
- Quarterly estimateds that match reality. Not "1099 last year's number." Real Q-by-Q income modeling.
- Year-end planning, not year-end panic. The good moves are made in October, not in March when the return's due.
Lighter or deeper. Discovery decides.
Every Bluevine prospect starts with a 15-minute Discovery call. We map your situation and recommend the right entry tier. No payment until we both agree on the fit.
Tax Review
Prior-year retrospective. One year reviewed, opportunities flagged, errors caught. For prospects under $250K AGI or simple W-2 + small biz combo.
See the Review → Door 2 · From $2,500Tax Analysis
3-year scope. Strategy modeling. Filed deliverable in two weeks. For business owners $250K+, multi-entity, or real estate operators.
See the tiers → Door 3 · FreeDiscovery call
15 minutes on Google Meet. Real human, real conversation. We help you pick the right door — or tell you we're not the fit.
Book the call →Bluevine handles the banking. We handle the rest.
Tax planning, returns, books, IRS work — under one boutique San Antonio roof. 5.0 / 44 Google reviews. Discovery call is the only path in.
Book the 15-min Discovery →