Tax and Accounting Made Simple
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Discuss and review with your professional for peace of mind
With over a decade of experience working with big business, we’ve translated our expertise to help clients navigate the tricky waters of U.S., Canada, and international tax. Whether it’s a tax return, sales tax, or the IRS, our team has done it before.
- Audit experience with adjustments over $600,000. We know how to manage tax controversy and negotiate tax relief.
- 40 years in collective tax experience among our partners. We are here for the long haul to stand by our work and your tax return.
- Expert CPA’s and enrolled agents who collectively have filed over 1,000 tax returns. We know what raises red flags, and what doesn’t.
- Fortune 500 tax strategies that we’ve implemented and are passionate about sharing with our clients.
As an online tax and accounting firm, we have to deliver results fast. We’ve established a process to (1) periodically meet with clients to address client needs and (2) establish transparent deadlines to deliver tax returns, strategy, and accounting.
- Seamless scheduling with your tax pro using our booking system. Never say your tax professional ignores your calls and emails again.
- One secured shared point for exchanging sensitive information and accessing our proprietary workbooks, all located in an encrypted drive using Boxcryptor.
- Financial and accounting streamlined. Give us a year’s worth of financial data and we’ll give you summaries you can use for taxes, audits, or management reports.
- Personalized tax year-end strategy provided to every client as a part of all our services, tailored to your specific personal and family finances.
Get the virtual touch you missed last tax season.
“A very personal, quick, and caring service. Miguel was very focused on understanding my personal and business goals before even starting. He truly cares about your business and organizing tax and finances along the way. I’m very happy to let Miguel and his team handle all my accounting and tax needs.”
Nathania Stambouli, Flowtastic Yoga
“Exactly what I was looking for. Everything is done online, there’s no back and forth, the service is overall very easy and reasonable. When I had questions, my professional thoughtfully responded via email or call. If you’re busy, this is how you should be doing it.”
Aurelien Bocquet, French Consulate
“My professional was very accessible and answered all my questions before I connected my accounts into QuickBooks Online, which was scary. Being a business owner is hard enough, I’m glad they made my accounting easier. I would highly recommend to other business owners.”
Emma Gladley, Luxor Designs LLC