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Are We a Good Fit for You?

We are a virtual, tax-specialized boutique firm, and we work with a maximum of 100 clients.  We specialize in tax strategies for Business Owners, Self-employed/Gig workers, Investors, Day Traders, and Real Estate investors.  Although we would love to take on anyone who visits our website, we give all our clients a lot of individualized attention throughout the year, and this allows us to do our best work at managing their taxes. 

Here are several reasons we may be a great fit for you:

  • Value Driven.  We do so much more than just prepare a tax return! In addition to preparing your tax return, we will work with you to manage your taxes throughout the year. We will provide at least one tax projection so you will have an idea of what you will owe or be refunded at tax time.  If a change in tax law impacts you, you can bet that you will hear from us.  

  • Tax Strategists.  We help you lower your tax liability legally using the IRS tax code.  Many CPAs have not read nor studied the IRS tax code, they use the publications the IRS recommends to interpret tax law.  We did this for years until we discovered the IRS is telling us how they would like for us to interpret the tax law not how the tax law can be legally used to reduce our client's tax liability by thousands of dollars.  We study the tax code to provide legal strategies to save you money.


  • Complexity.  We seek to build a long-term relationship with our clients so we can save you the most amount taxes possible over the long haul! We tend to take on clients who have been preparing their tax returns or have their returns prepared at a place that focuses on preparing a high volume of returns as quickly as possible, with little added support. Maybe your tax situation is getting more complex because now you have stock options or RSUs, or maybe you have one or more businesses or rental properties.   

  • Transparent Fees.  We are not the cheapest option out there, nor are we the most expensive. We charge a premium fee for the results and value we deliver.  We are a value-driven firm therefore we spend a considerable amount of time learning, researching, and working on behalf of our clients throughout the year. The relationships we build with our clients and timely responses are what they love about us.  To us, you aren’t just a client, your family, and we will do our best to take care of you!


  • Tech Savvy.  We are a completely virtual firm with a physical office location for in-person meetings when deemed necessary. We communicate with our clients via email and Zoom calls. Know that we are always just a Zoom call away. We require clients to Zoom with us (and strongly encouraged them to turn on their video) because building a relationship is more profound when it’s face-to-face.  We only exchange documents through our secure portal. In this golden age of technology, most documents are available for downloading, and if not, it isn’t difficult to scan them to a PDF with a desktop scanner or your mobile phone.  We do not exchange any confidential documents through email!

  • Timely and Accurate.  We do not prepare tax returns while you wait.  We take the time needed to accurately prepare and review your tax returns ensuring they're accurate and complete.

  • Proactive.  We reach out to you throughout the year. For us to do our best work, we need timely responses and data from you. 


  • Compliance Experts.  We are Tax Resolution Specialists, if you have back taxes to file, we can help you get back on track.

Click the button below for our "Are We A Good Fit? Questionnaire. 





You don't think we're a Great fit.

Even if we’re not the best fit for you, we want to talk to you. We’d love to hear your story and send you off in the right direction. If we are not the right fit for you, we will do our best to provide you with a referral or solution.

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