Who We Help

Our firm works with individuals and businesses seeking proactive and accessible financial guidance. Whether you're managing a growing business or balancing multiple responsibilities, we offer services designed to align with your needs and help you navigate your financial landscape with greater ease.

We understand the importance of having expert tax and accounting support that is tailored to your circumstances and complemented by technology that fits into your busy life.

We Might Be a Good Fit For:

Small Business Owners & Self-Employed Professionals
We specialize in working with small businesses, particularly service-based professionals such as realtors, consultants, attorneys, medical practitioners, and others in similar fields. If you have a service-based business, we’re likely a good fit to help with your tax needs.

Individuals Who Value Personalized Support
We work with individuals who value personalized support for their tax and financial needs. Whether you need help navigating your personal tax situation or understanding your financial options, we’re here to provide guidance.

Proactive Communication
We work best with individuals and businesses who value staying in touch and keeping open lines of communication. Clients who are responsive and eager to collaborate typically contribute to more effective solutions.

Tech-Savvy or Willing to Learn
Our firm operates remotely and works best with clients who are comfortable using modern tools for document sharing, video consultations, and secure communication. If you're not yet tech-savvy but open to learning, we can assist you in getting started with the tools that will help streamline our work together.

Interest in Financial Literacy & Long-Term Planning
We seek clients who are interested in understanding their financial situation and planning ahead. Whether you're a business owner aiming to optimize tax strategies or an individual looking to improve your tax planning and preparation, we’re here to guide you through the process.

Industries Outside of Our Expertise
Our focus is on service-based businesses. We generally do not work with businesses that have complex inventory needs or operate in industries like construction.

Complex Foreign Taxation, Nonprofits, or Trust & Estate Returns
Our practice focuses primarily on individual and small business tax services. If you need support with complex foreign tax issues, large volumes of cryptocurrency transactions, nonprofit organizations, or trust and estate returns, we can help refer you to another professional.

Lack of Responsiveness or Delayed Communication
Effective communication is key to a successful partnership, and timely engagement helps ensure that we can meet your needs efficiently. If this approach doesn’t align with your current situation, it might not be the best fit.

Preference for Traditional Workflows
We operate as a fully remote, paperless firm and work best with clients who are comfortable using digital tools for communication and document management. If you prefer in-person meetings or working with paper documents, we may not be the best fit for your needs.

Limited Engagement in Long-Term Financial Strategies
If you're seeking short-term solutions or one-time fixes without a focus on long-term growth, our approach may not be the best fit for you. We generally partner with clients who are focused on making strategic, sustainable decisions for the future of their businesses or personal finances.