The partnership that preserves and builds your wealth

When I entered the tax world in 2013 under a corporate umbrella, the industry standard was what many may still experience: clients arrive during tax season, we'd review their paperwork, prepare the return, and in 15 minutes send them on their merry way until next year. This transactional approach is fine for one W-2, and works with a less complicated business landscape and more stable (or, at least, more predictable) tax laws. Unfortunately, this does not resemble the present-day reality and so a better approach is warranted. That paradigm is tax advisory.

To us, tax advisory is the year-round calculated incorporation of strategy-based tax planning, tax filing, bookkeeping, payroll, asset protection, and (likely) estate and/or retirement planning to simplify your life, preserve what you've already built, and grow generational wealth on that firm foundation. State tax exposure is typically neglected until it generates liability; for instance, errors in residency or multi-state operations can have serious long-term consequences. This is why our advisory service treats federal and state together instead of as isolated considerations. Tax compliance—ordinary tax preparation and/or bookkeeping acting independently—is backward-facing and reactive, documenting only what already happened with no ability to change the outcome. Meaningful tax reduction rarely occurs at filing anyway; rather, you reduce taxation by intentionally structuring your financial decisions.

Our tax advisory emphasizes education, clarity, and foresight to identify opportunities in advance, and make decisions optimally throughout the year to legally minimize what you owe. This gives you control over your taxes; instead of passively playing defense, you can go offensively against bureaucratic overreach into your business and economic life. You can be totally compliant, yet not in control or optimized. The difference between those is often tens of thousands of dollars. I'd rather see that in your account and, if you agree, consider scheduling a no-obligation consultation to discover how partnering with us can solve your current problems (and prevent new ones).

— James Howe, founder

Our process

1. Discovery

No one can solve a problem without an accurate diagnosis. During the consult, we seek to understand your business, goals (professional and personal), and the issue(s) that you need fixed in as much detail as possible so we can cure. If you decide to move forward with us, we'll build a customized annual ecosystem that works, tailored to your industry and your specific business.

2. Execution

After the necessary on-boarding, we get to work for you. At quarterly meetings, we'll review the current status of your business, determine compensation (depending on entity structure), make any strategic adjustments, and lay out how and when to implement each strategy.

3. Continue

As your business flourishes and your goals shift, your plans should likewise evolve. We'll refine the system so you always stay ahead, avoid missing opportunities, and don't get shafted by regulatory changes.

4. You Benefit

  • This system protects what you have
  • You'll save on taxes
  • You'll reduce your federal and state risk exposure
  • You'll know your numbers and never be surprised at tax time
  • You'll know what's coming before it costs you
  • You'll know whether you can hire, expand, buy that equipment, acquire that property, and take that much-needed family vacation
  • You'll stop worrying about deadlines
  • You'll feel empowered and more confident
  • You'll have peace of mind knowing your business structure is sound, organized, guarded from litigation or creditors, and that your loved ones are taken care of into the future