If you make over $200,000, chances are we can help you, especially if you own a home, are charitably inclined, have a side hustle, or have equity compensation. If you are a partner as a professional, physician, or business owner, there are likely strategies we can implement for your business entity as well.

We offer a range of services designed to meet your needs— tax planning and preparation, accounting and payroll, and consulting. Whether you're just getting started or you are wanting more clarity as you grow, everything is tailored to help you move forward with clarity and confidence.

Proactive planning is our core focus. We meet with individuals and business clients throughout the year—not just during tax season—to discuss and implement tax strategies, adjust estimated payments, time equipment purchases, and review entity structures (like S-Corp elections) to ensure you aren't overpaying.

If your compensation is primarily from W-2 employment, then the planning opportunities are more limited than if you had a separate business since employees cannot deduct expenses for their jobs. However, you can still contribute to 401(k) plans, HSAs, and maximize employer benefits to reduce your taxable income. Additionally, there are some investment strategies that could potentially lower your taxes now and in the future. For business owners, there is more flexibility for strategic tax planning, which we will align on based on your overall goals.

For standard tax compliance and monthly accounting, we typically offer flat-fee pricing based on project type and complexity. This ensures you never have to worry about a “ticking clock” when you call us.

For tax planning and consulting or one-time projects, we provide clear, upfront estimates based on the scope of those services.

After an initial conversation, we’ll provide a transparent quote with no hidden costs.

Yes. You will work directly with the founder, Josh Morris. We value relationships and believe that the best tax and financial advice comes from someone who knows your history, your business, and your family’s goals personally.

Unlike high-volume chains, we specialize in high-income professionals, physicians, and business owners. We don't just "fill forms"; we take time to understand your situation and provide strategies to reduce your lifetime taxes. We act as a proactive partner, offering solutions to align with your overall goals.

Getting started is simple, and we primarily work with families and businesses with income of at least $250,000 to take advantage of various tax strategies. Reach out through our contact form or schedule a call to ensure we’re a good fit—we’ll walk you through the next steps and answer any questions along the way.

Once we begin, you’ll gain access to our secure client portal, where you can upload your last three years of tax returns, year-to-date financials, and a list of your goals so that we can tailor our proposal to your needs.

You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day. Once you become a client, you will have the ability to chat directly with us through the client portal and mobile app so that we can assist whenever a question comes up.

Absolutely. Choosing the wrong entity can cost you thousands in self-employment taxes. We perform a "break-even analysis" to determine if and when an S-Corp election or other structure makes sense for your specific income level and business type.

We primarily work with QuickBooks Online for accounting and Gusto for payroll. We help our clients transition from messy spreadsheets to streamlined, automated systems that provide real-time visibility into their cash flow and profit margins.