We’re a CPA firm
dedicated to helping
Small Business Owners

Running a business is challenging enough. Leave the tax work to us.

We’re a full-service tax & accounting firm helping small business owners make smarter financial decisions through better planning.

Here’s what you can expect from our team

We’ve developed an approach designed to provide you a great, modern CPA experience.

Accurate financials

Ensure you have a complete, accurate, and bulletproof set of financials for your business. Financial clarity all year round.

Tailored tax planning

Take the guesswork out of your taxes. Planning throughout the year means you know where you're headed, and have made the most of potential tax savings.

Business + Personal Tax Filings

We’ve developed a process that takes the pain out of tax filing. Rest easy knowing our team of experts has filed a return that can stand up to the closest scrutiny.

Dedicated Advisor

Working with us you’ll have a lead advisor who you can reach out to anytime, supported by an amazing team.

Too good to be true? Hear from our clients

Tell us a bit more about what you’re looking for, and schedule an intro call with our team.

Let’s work together

As a business owner you have a lot on your plate.
Executing on services or selling products is key to your success, but so is managing your Employees, Contractors, Operations, Marketing, Finances, Recruiting, and a thousand other things.
Having a trusted partner like us focusing on your financial success is a massive lift to growth.
Here are the main things we’re going to solve for, and that’s just to start:
- You’ll have an advisor available when you have questions
- Your business will have clean, up to date books all year
- Your business & personal taxes will be filed accurately and timely every year
- You’ll be leveraging tax strategies that put real dollars back in your pocket
- You’ll have peace of mind knowing you've hired experts to be on your team
Our firm started 15 years ago with one mission in mind:
Deliver an incredible experience for our clients and help them make smarter financial decisions
Putting clients first led us to reimagine how to provide you a great, modern CPA experience.
We have a few core principles that drive us:
1. Hire the most talented, experienced, and passionate professionals.
2. Leverage the best technology to collaborate smarter and deliver a delightful experience.
3. Build meaningful, productive, proactive relationships with clients
We work with business owners at all stages, including:
- Startups - typically pre-seed through series C
- Freelancers/Sole business owners - typically $150k - $500k in revenue
- Established businesses - typically with $500k - $10m in revenue
We like to start every relationship with a conversation to make sure we can meet your goals.
Once you've decided to partner with us, we'll get started with your onboarding:
- We'll pair with you with a dedicated team lead who will manage all of your accounting, tax, and advisory needs.
- In your onboarding call we'll provide feedback on your financials and prior year taxes, establish your goals, and walk you through our process.
From there we get hustling to tackle any catch-up work, then we'll proactively reach out during the year to get things started.
We're here for you 12 months a year, not just during tax season. Whether you have a simple tax question, need advice on the tax implications of a life change, or want clarification on a pesky letter from the IRS, our team is here to help!