The richest families in America pay about 8% in taxes. You pay up to 37%. It is because they plan all year long, not at the end or the start of the next year.
We read your last three years of returns and pull your IRS transcripts forward. Then we show you, in real dollars, what your preparer missed and how to stop overpaying. Built for $250K+ households, business owners, and real estate operators who are tired of "just pay more taxes" preparers. Most tax pros show up once a year, after the year's already over. We're in your numbers year-round, so we catch it in June, not next April. It starts with a free 20-minute call. No pitch. Free advice either way.
Behind on your books too? We handle bookkeeping, returns, and IRS work under one roof. See everything we do →
We work with three kinds of households. The plans look different. The savings look different. The first call is the same: 20 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 we find the money, we help you keep it. Tax planning, returns, S-corp setup, bookkeeping, 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.
Every other number in your books is an assertion. The reconciliation is the only place those assertions get checked against something you do not control. Here is what the check catches, why agreeing with the bank feed proves nothing, and what to do when the balance will not tie out.
Read → Operating a BusinessGoing from zero employees to one is the biggest compliance jump a small business makes. You pick up federal payroll deposits, quarterly returns, a state unemployment account, and a document you have to complete within three business days. Here is the whole sequence, in order.
Read → IRS + ComplianceFinding a missed deduction two years later is common. So is wondering whether reopening the return is worth the attention. Here is the deadline that decides whether you get the money back, the situations where amending is not optional, and a straight answer on the audit question.
Read →Book a free 20-minute discovery call. We look at your situation, show you the gaps in real dollars, and map your next step. No pitch, no pressure. Free advice either way.
Book my free call →