Tax preparation records what already happened and files it correctly. Tax planning happens throughout the year, before decisions are final, to legally reduce what you owe. Preparation is the minimum; planning is where the value is.

We focus on founder-led businesses in healthcare, skilled trades, professional services, real estate, and family-owned companies — because specialization lets us add insight beyond compliance. If you're a growing owner-led business, it's worth a conversation.

Every engagement is a fixed monthly fee scoped to the complexity of your business. We provide a clear quote after a short Business Health Assessment, so the price matches your actual needs — with no hourly surprises.

Most clients earn roughly $250,000 to $5 million a year, with entry-level engagements starting around $150,000 for owners with strong growth potential.

Our focus is year-round advisory relationships—that's what lets us plan ahead and actually improve your outcomes rather than just report them. That said, we do offer seasonal tax filing for business owners whose books are already in order.

Book a Business Clarity Consultation. We'll talk through your business, complete a Business Health Assessment, and recommend the right engagement with a clear quote.