Proactive CPA Advisory That Pays For Itself
Quarterly tax strategy, cash-flow clarity, and flat monthly pricing — with direct CPA oversight. No hourly bills. Ever.
Local in Orange County & OKC • Serving clients across the U.S.
What You Get
- Quarterly CPA strategy meetings (tax planning, S-Corp comp, cash flow)
- Tax projections to prevent surprise tax bills
- Books reconciled, payroll processed, all filings handled
- Transparent flat-fee membership — no hourly invoices
- Published SLAs (24–48h response; priority scheduling when needed)
Memberships start at $750/mo. Exact scope confirmed on the call.
Proof
“They mapped our S-Corp compensation and quarterly projections — zero surprises at year-end.”
— Franchise Operator
90-Day Value Guarantee
If we don’t demonstrate value equal to your fee in avoided penalties, time saved, or identified strategies within 90 days, we keep working at no charge until we do.
FAQ
Who is this for?
Owners who want proactive planning — not last-minute filing. Especially S-Corp and multi-entity operators.
What does it cost?
Memberships start at $750/mo. We scope complexity on your call so you pay for what you actually need.
What happens on the call?
We review your goals, current setup, and taxes. If we can’t create a clear savings/clarity plan, we’ll tell you straight.