Services
More than bookkeeping. A tax practice with software at the front.
The software keeps your books clean every day. The CPA-led team behind it handles what software alone can't: filing, strategy, cleanup, and standing between you and the IRS.
Bookkeeping
Done-for-you bookkeeping & monthly close
Sound familiar? Your books are always three months behind, and you're paying too much for someone to type transactions into software.
Connect your accounts once. We import and sort every transaction, flag anything we aren't sure about, and our team handles the flags — so your cash-basis P&L is current every single sync, kept by people, not just an algorithm.
- Read-only bank connections through Plaid
- Every uncertain transaction visibly flagged, never silently filed
- A P&L you can hand to any accountant or lender
Why us: Categorization rules designed and reviewed by a licensed CPA, and a person on our team behind every flag.
Tax preparation
Tax preparation & filing
Sound familiar? Business and personal returns, federal and state, extensions and estimates — and every year it's a scramble to reconstruct what happened.
Because your books are already clean and current, your return starts from real numbers instead of a shoebox. We prepare and file business and personal returns for owners: federal, state, extensions, and quarterly estimates.
- Business + personal returns for owner-operators
- S-Corp, partnership, and Schedule C filings
- Quarterly estimates so April is never a surprise
Why us: Led by a CPA who is ex-PwC and a former IRS Revenue Agent, licensed in all 50 states — with audit defense included on every return.
Tax strategy
Tax strategy & advisory
Sound familiar? You're profitable enough that taxes are your biggest bill — and nobody has ever sat down with you to plan them.
Entity structure, owner compensation, elections, depreciation, retirement structuring — planned proactively with quarterly projections, not discovered retroactively at filing time.
- Entity and compensation structure reviews
- Quarterly tax projections against your live books
- Crypto, rental property, and cross-border situations handled
Why us: Strategy built on experience with 7- and 8-figure clients and high-stakes transactions, adapted for growing businesses.
Cleanup
Cleanup & catch-up
Sound familiar? Twelve, eighteen, twenty-four months of ignored books. Business and personal mixed in one account. You'd rather not open the folder.
We rebuild your books from bank data — import the history, separate business from personal, fix mis-categorized transactions, and hand you a clean, reconciled starting point.
- Full-history import from your bank connections
- Business/personal separation with a documented trail
- Ready for filing, funding, or your next accountant
Why us: The same CPA-led process that keeps your books every month does the heavy lifting, so cleanup takes days, not billable weeks.
IRS defense
IRS notices, audits & defense
Sound familiar? An IRS letter arrives and your stomach drops. Most bookkeeping apps go silent exactly here.
We draft responses, assemble documentation, and represent you. Because your books trace every number to a real transaction, the evidence is already organized before the IRS asks for it.
- Notice review and drafted responses
- Audit representation by a licensed CPA
- Documentation built from your traceable books
Why us: Our CPA worked inside the IRS as a Revenue Agent and has defended clients directly — we know how the other side of the table reads a file.
If it touches your taxes, chances are we've done it.
Don't see your situation? Book a call — if it's outside what we do well, we'll say so and point you to someone who does it better.
Start with clean books. Keep the tax team.
7 days free, then $197/mo · We email you before your first charge · Your trial includes an onboarding call with our tax team