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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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First Year in Private Practice Guide

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    Want to Look Around For Awhile?

    Mid-Year Check-In
    We’re coming up on halfway through 2022 already. I know, it surprised us too! Did you know that the classic 1973 sci-fi film Soylent Green takes place in 2022? It predicted ecological disas
    Business or Hobby? The Hobby Loss Rules
    Despite the IRS’s best efforts to portray themselves as a fun-loving organization, we feel that they’ve rightfully earned their reputation as the “fun police.” It doesn’t help that there is
    Self-Employment: Saving for Your Future
    Do you sometimes find yourself sacrificing long-term success in order to serve urgent business needs? Sure, you’ll retire one day, but it’s not today. Today you need to pay your rent before

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