Lower Your Tax Bill. Spend more time on
what you love.

We Help Individuals & Businesses:

• Pay less tax so you have more cash each month.

• Work towards long-term financial health.

• Make “doing taxes” easy & stress-free so you have more time for what you love.

 

- You Deserve a Better Method -

👎 Traditional Tax & Accounting Firms

- Don’t know how to leverage your financial data to improve your cash flow & lower your tax bill.

- Only do “historic” work with very little help improving your tax & financial results in the future.

 

We work with you year-round
for the best possible results

Define & adjust your personal & business priorities.

Identify the specific indicators that will move you closer to tax & financial "health".

Execute action steps to actually create more cash flow each month.

Automate your tax, accounting, & payroll work, so you can spend more time on what you love (we eliminate soul-crushing paperwork).

What You Get From Us

  • Lowest Possible Tax Bill

    We take tax savings strategies into every step of our year-round process so you pay the least amount of tax possible.

  • Personal & Business Cash Flow Plan

    Each year we'll create & deliver a custom cash flow plan to optimize every dollar flowing through your accounts.

  • Neutralized Threats

    We analyze your key numbers & deductions to neutralize the most dangerous threats to your money & income (including the IRS).

  • Automated Tax & Accounting

    We fully utilize technology and our strategic work together throughout the year to make your tax & accounting work a breeze.

How It Works

  1. Strategy Call

    We meet, diagnosis the specific results you want to achieve in the next 12 months, and see if you’re a good fit for the year-round method.

  2. Roadmap

    We’ll create your Results Roadmap showing exactly how we’ll help you achieve your goals in the next 12 months before you ever pay us a penny.

  3. Onboarding

    You pick a service package to match your goals and we get to work!

 
 

See If We're a Good Match...

Download our free Client Guide and learn everything you need to know about working with us.

 
 

What Our Clients Are Saying

  • Brad Richardson

    “Josh is punctual, professional, and does a great job. He goes that extra step to understand the details of your situation and get you exactly what you need. I've been very happy with his services."

Get Started Today

Don’t waste time managing the things you don’t have to.
We handle the major stuff so you can focus on what you do best.

• Book a free strategy call today.
• See exactly how we can help you pay less tax.
• Simplify your life & stress less.