Actionable insights through professionally managed accounting and taxes

After years of working with independent professionals and physicians, I've learned that most folks are simply too busy to communicate things that will impact their tax liability. We solved for that.

 

​We tailored our approach to include your-round scheduled correspondence as part of our service.  

 

This gives the client opportunities to proactively collaborate with me.

 

This gives us the ability to execute a polished and tax-efficient strategy.  

 

The result: less headache and no surprises

 

​Here are the key benefits to my proven process:

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• Friendly to busy professionals

• We coordinate meetings and data collection

• You deal directly with ME, your CPA

• You achieve tax optimization​

• Eliminates large unexpected tax bills