TL;DR: Strategic Tax & Accounting Services

Are You an Individual or Small Business Owner?

Tax Preparation & Planning
We make the tax process painless.
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Bookkeeping & Accounting
Get 10 hours back in your month.
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Quarterly Check-ins
Get an expert's opinion 4x / year.
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Financial Coaching & Advice
Grow your business with the backing of an accountant.
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Are You a Therapist In Private Practice?

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I'm an Individual
No matter your financial situation or income, we make the tax process quick and painless.
I'm a Freelancer or Small Business Owner
We help business owners and freelancers worry less and plan more.
I'm a Therapist in Private Practice
We specialize in private practice accounting to help therapists grow their business.

10+ Years of Happy Clients

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    Want to Look Around For Awhile?

    Team member spotlight: Nicole Piele, EA
    Team member spotlight: Nicole Piele, EA
    Today we want to introduce Nicole Piele, a Tax and Accounting Specialist, that has joined our team. Nicole is an Enrolled Agent and will be helping our clients with accounting and taxes.&nb...
    Form 3508S: The Single Page Application for Forgiveness
    Form 3508S: The Single Page Application for Forgiveness
    If your business was granted money from the Paycheck Protection Program (PPP) this year, it’s time to fill out Form 3508S. We’re not kidding — the form is due November 30th! Before we get s
    What Taxes Do I Pay As a Freelancer?
    What Taxes Do I Pay As a Freelancer?
    Do you work for Uber, TaskRabbit, or Fiverr? Or perhaps you find your own freelance gigs through Craigslist. If things are really going well, maybe your customers or clients find you! Hopef...

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