Business tax & compliance
Federal, state and local returns, filed early rather than extended. Extensions are a symptom, not a service.
Business advisory & tax
Business accounting, tax and advisory for owner-managed companies. One fixed monthly fee agreed in advance and never billed by the six-minute unit, so ringing your accountant a question stops feeling expensive.
Services
We work with owner-managed businesses roughly between $500k and $20M in revenue. Below that the fixed fee stops being good value and we will say so.
Federal, state and local returns, filed early rather than extended. Extensions are a symptom, not a service.
Books closed by the tenth, with a short written commentary. You should not be finding out about last quarter in April.
Entity structure, owner compensation, cash-flow forecasting and the tax planning that only works if it happens before December.
Included for owners of business clients. Your company and personal position are the same problem and should be looked at together.
Results
“Fixed monthly fee. I stopped dreading the invoice.”
Owen R. · Construction, $6M“Tax planning in October instead of a surprise in April.”
Dilip C. · Professional services“The portal alone was worth the switch.”
Frances M. · Retail, $2M“They restructured our entity and it paid their fee eight times over.”
Bryn A. · ManufacturingProcess
Easier than people think, and best done between May and August rather than in January.
Thirty minutes. What your business does, what's currently painful, and whether we're the right size for each other.
We look at two years of returns and your current books, then propose a fixed monthly fee. No hourly billing, ever.
We request records from your current accountant, so you don't have to have that conversation. Usually two to three weeks.
Books monthly, a proper conversation quarterly, tax planning in the autumn while it can still change the outcome.
The practice
Small, deliberate, and unhurried. The fee is agreed at this table before anything is opened.
Then this is the right month to talk. Everything worth fixing has to be built between May and August. By January it's too late to change anything.
Fixed monthly fees. Business clients from roughly $500k revenue. Free discovery calls.