Our Team
We understand how frustrating finances can be.
Our team makes your financial life simple and easy
so you have more time to do what you love.
Josh Fallenstein
Founder/Owner, EA
An Enrolled Agent (Federally authorized tax practitioner).
Lover of books & the outdoors.
10+ years of experience helping clients simplify their finances and pay less tax.
Josh believes everyone deserves financial freedom.
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.
• Drastically simplify your financial life.