Smart Tax Management

Our tax experts help you optimize your taxes. Plan smart and save. We’ve got your back.


Over 30 years of helping small businesses through simple and complex tax situations


We strategize on entity selection, business structure, equity compensation and real estate decisions

We Show Up

We’re there when you need us. We’ve got your back.

What we Do

Our Accounting Services

Tax Strategy

We observe, identify, analyze, recommend and implement your tax opportunities

Tax Services

We prepare individual and corporate tax returns, and arrange the tax payments so you don’t have to.

Strategic Transactions

Timing is critical. We advise on when to sell restricted stock, exercise stock options, and buy or sell real estate.


Useful Resources for Tax Prep

IRS Readings for Small Businesses

Recommended reading list including tax guides, guidelines about business expenses, depreciation, tips, retirement plans and more…

Business deductions (IRS Publication 535)

Common business deductions are explained, and what is not allowed. Also includes what’s new for 2022.

Principles of Cash Managementr

Cash management is the process of collecting and managing cash flows for individuals or a business.

How to get a Business Loan in 5 Steps (Forbes)

Business loans help you manage day-to-day expenses, plan an expansion or purchase inventory or equipment