Start by sending us your Profit & Loss Statement if already prepared. If you do not have this available, then we offer 3 additional options:

1. Provide your business bank and credit-card statements and we’ll prepare one for you.
2. Complete our Income & Deduction Worksheet.
3. Use your own income/expense spreadsheet.

We analyze your P&L line by line. We look for missed deductions, inflated costs, and industry-specific comparisons, & more. The result is a thorough analysis of where your profits are hiding and how to boost your bottom line.

Business and Personal Tax Returns prepared with precision. Every deduction, credit, and strategy is applied to reduce your tax liability, ensuring you never overpay again.

Using your tax return data, we design a personalized Tax Advisory Report that showcases tax-saving opportunities, including retirement plan options, income timing, charitable giving, QBI optimization, and more.

We review your current business structure, or help you form one, to ensure the entity delivers maximum asset protection and tax reduction. A well-chosen structure can you save thousands and reduce legal issues.

Questions aren’t a once-a-year event, and neither is our support. You get direct access to us year-round, by email or phone, for real-time answers and strategic guidance whenever you need it.

On January of every year, you’ll receive our exclusive Business Deduction Guide: How to Write-Off More. It’s an easy-to-read reference that reflects current tax law changes and helps you capture every deduction you’re entitled.