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

We Help Small Businesses & Individuals:

  • Save $1,000’s in taxes per year.

  • Using proven IRS Strategies

  • And a pain-free process to automate the tasks you don't enjoy

You Deserve A Better Method

Traditional Tax & Accounting Firms

Don’t know how to use your financial data to increase the money you have left over each month or lower your tax bill.

They only do “historic” work instead of planning how to improve your tax & financial picture for the future.

Expert Tax Servicing

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

  • Define and adjust your personal & business priorities

  • Identify the specific indicators that have the biggest impact on your tax & financial “health”.

  • Execute action steps to actually create more cash in your bank account each month.

  • Automate your tax, accounting, & payroll work so you can spend more time doing the things you enjoy (say goodbye to soul-crushing paperwork).

What You Get

Lowest Possible Tax Bill

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

Neutralized Threats

We analyze your key numbers & deductions to protect you from the most dangerous threats to your money and income (including the IRS).

Personal & Business Cash Flow Plan

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

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

Strategy Discussion

Strategy Call

We meet and discuss what you want to achieve in the next 12 months and what’s keeping you from making progress now. Then verify you’re a good fit for the Year-Round Method.

Step By Step Roadmap

Roadmap

We’ll create a step-by-step roadmap showing 3 options for exactly how we can help you make progress toward your goals (before you ever pay us a penny).

Onboarding

Onboarding

You choose the best option for you, and we get to work!

See if we’re a good match…

Download our free Client Guide and learn the details about working with us.

What Our Clients Think

  • “This is the Fourth year Gary has done my taxes, always so helpful and thoughtful. My experience with Gary has always been 5 stars!!! Thanks for all your help with another difficult tax year !!"

    Brian S.

  • “I love the service you all have given us! Thank you for being so caring, Gary!”

    Jorge and Nina E.

Get Started Today.

Don’t Waste time managing things you don’t have to. We handle the major work 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.

Manage Tax