Leading You To Personal Financial Success

Assisting clients in 24 states nationwide

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Audit Proof Business Record Keeping

 

HERE

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About us

We started out with a goal in mind. That goal is to educate and partner with taxpayers to clue them in on the tax advantages they are missing. We began in 2017 and now work with clients in 20+ states virtually serving their personal tax preparation, business tax preparation, tax planning, and education needs. We look forward to having a chat with you to discuss your needs. 

01

Our mission

We aim to bring something to the tax profession that is all too uncommon. We have heard from numerous prospective clients as well as our own clients about the lack of professionalism and care from prior professionals. We aim to partner, care, and lead our clients to personal financial success.

02

Flagship Services

Our primary flagship service is tax preparation or Compliance Only. Most clients fit this category as they only look to have their tax filing needs met. Our secondary flagship service is our Year Round Planning. It allows us to maximize partnership with our clients (mostly business owners) to help them with effective tax planning. 

 

03

Company app

We developed a web app so that our clients can have better access to our firm. Through our web app, they can learn more about our services as well as access the portals for each of our services. They can also gain access to our blog and tax updates/education

Our vision

To build a company that helps revolutionalize the tax professional industry by educating clients versus exaserbating the concept of consistently leaving money on the table. We aim to build a company that helps clients with tax minimization rather than encouraging huge refunds or tax overpayments because all taxpayers need to be aware that their money has value right now. 

Planning

If we fail to plan, then we simply fail to plan is something we say a lot. Without a tax plan, every financial plan is incomplete. Let's get planning!

Strategy

Most are unaware of the different tax strategies available to them. We help them learn how to strategize their way to abundance and to better tax situations.

education

Not every Tax Professional has the time or knowledge to educate. We have various opportunities throughout the year to provide one off education events as well as partnering for Year Round education.

partnership

The Right Tax Partnership Should Give You Audit Proof Tax Savings. The right partnership also should show progress and results.