Services
Imagine a Tax CPA firm that helps you SAVE TAX and GROW RICH!
We offer a white-glove advisory service designed for success-driven Realtors and Entrepreneurs.
We want to serve as your most trusted advisor for decades to come, giving you all the help you need to
SAVE TAX and GROW RICH!

Tax advisory services
- We design a tax plan for you to reduce your taxes by $20k to over $50k per year.
- We implement the tax saving strategies so you are in 100% compliance with the tax code.
- We meet with you every quarter to ensure all your tax strategies and tax accounts are up to date.
- We provide annual tax returns with the strategies implemented so that you realize the tax savings.
- We provide year-round tax compliance and unlimited tax advice.
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Client accounting services
“You can’t manage what you don’t measure”
- Dedicated Tax Accounting Specialist
- Monthly Accounting and Quarterly Financial Statements
- Bank, Credit Card and Balance Sheet Reconciliations
- Payroll Set Up and Maintenance
- Unlimited Email and Phone Support From Your Accounting Specialist
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Success coaching
“What you focus on grows”
- Quarterly Meeting Check-ins
- Update on Financials
- Update on Action Plans
- Define and Monitor Metrics
- Accountability Coaching
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Looking for pricing?
We believe that to offer you the best help, we need to understand the unique needs of your business. We invite you to schedule a Free Consultation to give you a second opinion on your taxes. If we can't save you at least $20k in taxes immediately by applying our proprietary tax planning design, then we won't be a good fit for each other.