How It Works
Our unique proactive approach provides year round guidance on all things finance.
01
Discovery Call
We start with a discovery call. The call is 15 minutes and we'll determine whether or not we think we can help, and you'll decide if we're a good fit to work together.
02
Tax Diagnosis
After you give us an opportunity to serve you, you'll send us your tax returns and we'll perform an audit. We'll uncover at least $10,000 in deductions or your money back, GUARANTEED. Tax Diagnosis range between $499 and $2,499.
03
Annual Membership Program
Once we identify $10,000+ in tax savings, it's time to implement the tax strategies so you can realize those savings. You can either take the strategies to your CPA to implement or join our membership program and we'll implement them for you. Our year round proactive program includes regular advisory meetings, all tax filings, bookkeeping, and payroll services.
04
Enjoy Tax Savings & Build Wealth
All of your tax needs will be handled. We lead the process for you. Enjoy peace of mind knowing you have dedicated financial experts in your corner. You'll have more money to put back into your business, invest, or use as you like. Are you ready to invest in yourself?
