Who We Serve

We work with clients who are tired of tax stress and are ready to replace that stress with peace of mind.

Our ideal clients value a white glove accounting service, so they can maximize tax savings, and never have to be left waiting for answers to their questions. In fact, a lot of clients come to us because their previous CPA ghosted them, was too slow with their work, or wasn’t actually helping them to reduce their taxes.

We can’t serve everyone, so we focus on those that can get a return on their investment with us to grow their wealth, business, or just to enjoy life without worry about taxes.

Taxes are the largest expense of your life, and our clients are not price shopping for the lowest bidder on their tax return. They want the person that can save them the most on taxes and help them achieve peace of mind. Someone who can create tax savings beyond what they charge. Unfortunately, most tax preparers cannot help taxpayers achieve that goal.

When you work with us, you ensure competence and expertise, and avoid costly mistakes with your taxes. Also, you avoid the years of having to search for one of the scarce accountants that can and will offer you the service that you deserve. That’s why our typical business tax return will usually range from $1,800 to $3,000, and personal tax returns go from $750 - $2,500. Tax plans are based on the ROI that we can generate for you, usually at 10-20% of projected tax savings for the plan. Ongoing accounting & bookkeeping services are usually from $300 - $1,500 monthly. Clean up projects are priced specific to the project.

We serve clients in a diverse range of industries and situations:

  • Agriculture

  • Artists

  • Cannabis

  • Coaches

  • Estates

  • Manufacturers

  • Private Credit & Equity

  • Real Estate

  • Retail

  • Service-Based Businesses

  • Start-Ups

  • Truckers

  • Technology

  • W2 Employees

  • Etc.

These are some of the typical clients, but it would not be practical to make a list of every type of client that we serve, as we have worked with many in unique situations. However, we DONT work with mean people. If you act out of line with one of our staff, you can expect to get a disengagement letter.

But if you’re someone who wants to optimize their accounting, save on taxes, feel less stress, have an accountant that actually responds to their questions, and is ready to make positive change; then we’d love to talk to you!

Book a consultation with us to get started towards tax savings and peace of mind.