Quality Service
Tax and Accounting Services for Entrepreneurs, Professionals, and Families
We provide quality accounting and tax services to serve the needs of busy entrepreneurs, business owners, and families.” “Let us handle the number crunching and enjoy the peace of mind that your financial life is being cared for.


WHAT WE DO

Our Services

TAX PREPARATION

Whether you operate a Corporation, LLC, or Sole Proprietorship, we have you covered from A to Z. Tax laws constantly change, but the quality of our services never do. We implement strategies to minimize or eliminate tax liabilities through effective tax planning throughout the year.

BUSINESS MANAGEMENT

We work with individuals and families to streamline their financial life enabling them to spend more time doing things they enjoy. We offer competitive hourly rates and flat fees as opposed to the exorbitant fees charged by other firms.

ACCOUNTING

We prepare monthly financials for our Entrepreneurs and closely held businesses to ensure we have accurate books at year-end to prepare their returns. This gives us a window into our client’s operations and enables us to be proactive throughout the year with our tax planning.

IRS DISPUTE RESOLUTION

Whether you’re 5 years behind on your taxes and owe hundreds of thousands to the IRS or need to file an installment agreement for the current year, we have your back. We provide affordable tax dispute resolution with a systematic approach to get you in compliance. We don’t charge large hourly rates to while on the phone on hold with the IRS. Our goal is to get you sleeping better at night again.

BUSINESS CONSULTING

Starting a new business and don’t know which entity to choose? We consult with clients regarding entity selection and set up to maximize our tax planning opportunities in the future.

CFO SERVICES

Our entrepreneurial clients are brilliant and talented but typically do not have the bandwidth to run cash flow projections, obtain alternative financing, or assess new projects. That’s where we come in. Our goal is to get your business to grow the right way and be an integral part of your team.

Our Experience,

Skills & Expertise.

Your Gain.

Due to our broad range of exposure to different industries, we see things others miss. We offer complimentary consultations to see how we can put our experience to the test and save your hard-earned money through effective tax strategies.

Start today

Feel free to call or e-mail to set up an initial consultation.

  • PROVEN STRATEGIES

    We utilize the tax code to implement creative ways to save you money.

  • EXPERT EXPERIENCE

    Large national firm experience at reasonable prices.

Joshua is the best business manager around! He keeps my head screwed on straight and is always looking for opportunities for me to grow my brand. He is not only an amazing CPA, he treats all his clients like friends which has enabled him to grow exponentially.

Andrew Robertson
Author

Joshua met with me three times before I even paid him a dime! He is extremely hands-on and cares a lot more about his client’s well-being than his fees. He understands the importance of building strong relationships with his clients as opposed to charging unrealistic fees.

Alex Williams
CEO / Gym Works

We came to Joshua with 5 years of delinquent returns, with hundreds of thousands owed to the IRS. The IRS had prepared substitute returns for our family unfairly assessing a huge tax bill. Joshua prepared all of our returns and not only did he erase our tax bill, WE ACTUALLY GOT THOUSANDS OF DOLLARS BACK! Joshua is truly a lifesaver!

Anne Schwartz