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.

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    Want to Look Around For Awhile?

    The 2022 Student Loan Forgiveness Plan
    President Biden has announced a three-part plan to provide student loan forgiveness to millions of Americans who are trapped between heavy debt and light wages.
    Child and Dependent Care Expenses Tax Credit
    One of the best tax credits for taxpayers with children or other dependents is the Child and Dependent Care Expenses credit. If you have one or more dependents, it’s worth claiming this cre
    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

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    Have you heard? You can now watch our previously recorded Webinars On-Demand! Watch Now!