proactive advice,
real-time solutions
how we help you succeed
TAX PREPARATION & YEAR-ROUND PLANNING
From start up businesses to large corporations, we cater to a wide range of clients and entrepreneurs that realize they need more than a tax preparer. The last thing you need is someone to prepare your return once a year. Instead, you need an advisor throughout the year to ensure you are making good decisions every single day. Period. From there, the tax return preparation process is smooth and stress free, taking all the worry and fear out of tax season.
Communication & Responsiveness
You make decisions every day, so why would you not seek council at least once a month? If you're not speaking with your tax advisor on a monthly basis, your business is suffering in ways you cannot imagine. The #1 reason a client leaves their prior tax preparer is the lack of communication and proactive advice. We realize the needs of our clients go far beyond having someone plug in numbers to their tax return once a year. Our main goal is to provide our clients with knowledge to empower them to grow their business, in real time.
Business Advisors
Our practice offers a full scope of services ranging from tax strategy, financial statement analysis, budgeting, cash flow forecasting, growth planning, tax compliance, and learning how to stay in control of your business instead of your business controlling you. Stop wasting your time and money on someone who only talks to you once a year. Invest in a team like ours that will help you take control of your business and protect the asset that you've worked so hard to build.
Real-Time Information
It is not possible to make decisions in real-time without real-time information. All of our clients need us to assist in maintaining the accuracy of their financial reports, the most vital financial tool to a business owner. From a large clean-up project to ongoing consulting, our firm has extensive knowledge to provide accurate, real-time financial statements to tell you where you were, where you are, and where you're going. We make financial statements come to life, and take pride in our way of explaining reports to our clients that have a major impact on their decisions.
Executive CFO
Instead of hiring a full-time bookkeeper, Controller, or a full time Chief Financial Officer, allow us fill that crucial role as your CFO (at a fraction of the price). We will partner with your business with the opportunity to meet regularly with our team to provide invaluable advice to save you thousands in tax and improve the quality of your life.
Tax & Business Council
It is challenging to make decisions without understanding your financial statements. Our firm offers monthly, quarterly, and annual meetings to teach our clients about tax, provide business coaching, and dive deep into their financial reports. We love empowering our clients with the knowledge to help them grow their business.
The path to maximizing your business potential is just one click away. It’s time to make a change.
“Kevin and team are truly first class. As a first-time business owner, my partners and I found Kevin’s advice and assistance in accounting and tax instrumental and helpful. He took the time to answer numerous questions and provided generous guidance through all aspects of the process”.
-Jeff P.
“Kevin has developed a true dream team at this firm no matter what you’re looking for I assure you they can provide that and more, you’ll simply wish you had made the transition to work with this firm years prior!”
-Seth S.
“Kevin is the best! Our return was pretty complicated but Kevin made it seem easy. He was very patient with us and explained everything in detail.”
-Lisa S.
“Yes, it actually IS possible to have a great experience getting your taxes done.”
-Brian H.
“Kevin was great to work with. Very professional, personable and relatable. It was easy to talk to him about our circumstances and he gave us information about all we asked for and more. If you need help with your taxes, hire him.”
-Krystal C.
“As my business continues to grow and expand, Kevin continues to help me every step of the way. He really helps with understanding the backside of my business. Which in turn helps me grow even more!”
-Marianne P.
“My prior CPA never communicated with me and my team very well, so I thought it was time to find another accountant. Working with Kevin has been such an eye opening experience. His team cleaned up my books, re-filed tax returns, and saved me thousands of dollars in tax. Now they handle all of my accounting, payroll, and tax planning. Wish I would have made that move sooner!”
-Amanda H.
“If I were to describe Kevin in a few words, they would be: intelligent, trustworthy, and generous.”
