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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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    How to Manage Your Money in Private Practice
    How to Manage Your Money in Private Practice
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    Health Coverage Options and Requirements for Small Business Employers
    Health Coverage Options and Requirements for Small Business Employers
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    Gusto vs. QBO Payroll: Which Is the Payroll Service for You?
    https://youtu.be/hATj1h2vo2w So you’ve hired some employees (or you’ve had employees for a while) and you’re considering getting some kind of payroll software. Let us stop you right the

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