Step 1 of 2 · The free trial

    Fourteen days. Keep the deliverables.

    Two quick steps, about 3 minutes. We open your books, run a real close, and you keep everything we produce, either way.

    14 days · No card · Keep the deliverables

    We'll tailor your kickoff call to this plan. You can change it later.

    Just need one thing done?

    A single tax return from $250, a cleanup, one filing, or an IRS letter you need handled. No subscription, no trial. We quote it in writing before any work starts.

    Get a quote insteadSee every one time price
    What are we working with? (required)

    We'll save your info as you go so we can help you finish if you get interrupted. See our Privacy Policy.

    Frequently Asked

    Quick answers to the things our prospects ask most.

    Everything moves over an encrypted connection, and the systems we hold your data in restrict access by policy to the people working your file. Document uploads use secure portal links, never email attachments. Returns are prepared and signed in house by an IRS registered tax preparer and filed through an IRS authorized e-file provider, with a published Client Bill of Rights you can review anytime.

    Have a different question? Chat with us →

    Proof

    What a careful read finds.

    Three results from delivered client files. Every figure is exact.

    Bookkeeping · Freight company
    $75,366

    Expenses found outside the books

    Paid all year, never recorded. We rebuilt the ledger line by line, and roughly $24,000 of federal tax came off the bill.

    From a delivered client file
    Tax planning · Retiring owner
    $16,909

    A gain taxed at $0

    We timed a $51,092 equipment deduction to hold their income under the line where the zero percent rate stops. The whole gain was taxed at nothing.

    From a delivered client file
    Advisory · Multi-entity partner
    $151,200

    A stake corrected from $84,000

    We read a 188-page closing binder page by page and recomputed four years of note interest nobody had checked. The partner's true share nearly doubled.

    From a delivered client file
    Have us read yours→

    Industries generalized. Our clients' numbers are their business.