TAX
Federal, state and sales tax handled, with the decisions that change your bill raised while you can still make them.
Book a callYour accountant calls in the spring. The year they're discussing closed in December. Every decision that could have changed the number, when to buy the equipment, how to pay yourself, whether to hold the revenue or recognise it, was made months ago without anyone weighing in. The conversation isn't planning. It's a readout.
That's the model most owners are on, and it's why tax feels like weather. It happens to you, you find out afterwards, and the only variable is how bad it is.
Tax decisions have deadlines, and most of them fall long before you file. Planning means knowing which ones are coming and raising them while there's still something to decide.
We're in your books monthly, so we see it early.
The reason most firms can't plan is that they only look once a year. When someone is in the numbers every month, a problem in March gets raised in March.
We tell you what a decision costs before you make it.
A hire, a piece of equipment, a distribution, a new state. Each one moves the number. You get the figure in advance rather than the consequence in arrears.
We give you a running estimate, not one annual reveal.
You should know roughly what you owe at any point in the year. Not to the dollar, but close enough to plan around and set money aside.
We flag the structural questions once a year, properly.
How the business is set up affects what you pay. That's a real conversation with real tradeoffs, and it deserves more than a line in an email.
Twenty minutes, and no pricing pressure on the call.
Book a callAverage additional tax savings
That's the average additional saving we find for clients, mostly from things that were sitting in plain sight. Deductions never claimed. Income categorized in a way that cost more than it needed to. Structure that fit the business three years ago and doesn't now.
None of it is exotic. It's what turns up when someone is actually looking during the year rather than reconciling it afterwards.
One team handles the whole set, so nothing falls between your bookkeeper and your accountant.
United States
Canada
Cross-border situations are common in this client base and we handle both sides with one team.
Sell into enough states and at some point you cross a threshold that obliges you to register and file there. Nobody sends you a notice when it happens. Most owners find out later, and the catch-up is worse than the compliance would have been.
We watch where your revenue is coming from and tell you when a threshold is close, before you cross it rather than after.
I truly appreciate his ability to present his extensive financial knowledge into a language that I can understand personally and relate to. We have talked at great lengths about my short term, as well as long term goals for my future.
Adrian M.
Chiropractor – Owner/Founder of All Access
A named team.
You get the names of the people doing your work in week one. Not a support queue, not a ticket number.
A direct channel.
Dedicated Slack or WhatsApp. Questions get answered the same day, not the following month.
A full-time North American team.
No contractors, no offshore handoffs, no one learning your business from a spreadsheet overnight.
Plain English.
If we use a word you would have to look up, that's our mistake. Say so and we'll explain it properly.
You'll have a number in writing before anyone starts.
Book a callTax planning needs clean books underneath it. In the first thirty days we work out where the money is really going wrong, and often the answer is further down.
Book a call.
Twenty minutes. We ask about the business, where it's registered, and what last year's bill looked like.
We scope it.
Priced to entities, states and the complexity of your filings. You get the number in writing before anyone starts.
We start.
Usually with a look at the last two years, because that's where the missed items are.
Twenty minutes, and you'll leave knowing whether there's anything worth changing before year end. No pricing pressure on the call.
Book a call