About Us

Big Enough. Small Enough.

We believe in partnership with our clients - building clients to their full financial potential through an integrated family of accounting and financial solutions — all under one roof.
With planning at our core, our process is designed to predict, strategize, and build you and your business into the future you desire. Your long-term success depends on a tax team that is available, timely, accurate, and consultative.

We evaluate each client’s needs individually. Through proactive attention and planning, we identify key areas that enable us to provide a unique and comprehensive tax experience. This approach, coupled with our industry leading education and credentials, results in innovative tax solutions for individuals and businesses.

You might be surprised how much fun you can have with taxes when you are organized, educated, and saving money!

Creative – Don’t pay more. Plan smarter.

We have the toughest, smartest, and most creative tax team looking out for you. Because we start with the big picture, we’re able to devise plans that are simplistic, yet extensive and effective, to ensure you pay the absolute minimum in taxes.

Experienced – Established Process. Reliable Results.

Not only are we experienced, respected, and highly credentialed, we put it all to work for you. Our CPAs, Tax Attorneys, Planners, and Enrolled Agents have first-rate compliance and regulatory experience built on top of outstanding academic credentials to maximize your tax savings, save you time, keep the IRS at bay, and fight for you whenever needed.

Passionate – Infusing tax with excitement.

When is the last time you were excited for a tax conversation? Our clients are. We bring the same enthusiasm to tax as you bring to your life and business. We start with educating you on taxes, demystifying deductions and credits, and plan in advance to build confidence in your tax plan. Taxes can be fun when you are saving money!

Caring – We know you, not just your numbers.

It all starts with conversation. Our candid conversations build a foundation of trust and develop personal relationships. Because we genuinely care about you, we ask the right questions to uncover more details and you are comfortable sharing the most important elements of your life with us. We feel getting the right answers is essential, but what actually matters is knowing the right answers to get.

FAQs

What kinds of clients do you work with?

We work with individuals and businesses across the country. Specifically, our team specializes in tax and accounting services for dentists.

What credentials do you have?

Our team carries industry leading credentials, such as JD, CPA, SHRM, CFP, CSLP, MBA, and Masters in Taxation. You will be partnered with a dedicated tax team based on your specific needs.

What states do you specialize in?

While we enjoy the hugs, handshakes, and coffee that come with in-person appointments, most of our clients are geographically dispersed across the country. Email, video conferencing, phone calls, and text messaging allow us to work remotely in an effective, personalized manner. Over 90% of our clients work with us remotely. Because of this relationship, our team has state specific specializations across the country.

How do you charge?

We charge flat or hourly fees based on your preferences and tax needs. Contact us to discuss your tax pricing.

Who will be doing my work?

Your work will be completed and reviewed by a licensed CPA. You will work within the same team every year.

About Us

  • Creative
  • Experienced
  • Passionate
  • Caring
  • FAQs

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