where most owners overpay

Helping Business Owners Avoid Paying Too Much In Taxes.

Most business owners aren't paying too much in taxes because anyone made a mistake. They're paying too much because the focus has been on tax preparation instead of tax planning.

Here are three common opportunities that could make a meaningful difference.

1

I PAID MYSELF INCORRECTLY AS A BUSINESS OWNER

Lack of balance in compensation, dividends, and retirement planning for owners and family.
2

MISSING LEGAL DEDUCTIONS

Not deducting all business owner fringe benefits that are allowable under the current tax code.
3

WRONG ENTITY SETUP

Improper entity setup and tax structure can hinder business growth and tax efficiency.
HOW CAN WE HELP?

Your Biggest Opportunities.

You likely didn’t wake up this morning wondering what accounting services you need. You woke up wanting to keep more of what you earn, make more strategic decisions, grow your business, and build something that lasts.

Let's start there.

Tired Of Hiring & Firing Accounting Firms?

It usually comes down to the same four frustrations.

WE CALL THESE
THE BIG 4 WHY CPAS GET FIRED
It shouldn't be this difficult to get good advice.
1
01

Would love proactivity but would settle for responsiveness

2 (1)
02

Unexpected surprises on my bill or from the IRS

3 (1)
03

Afraid to call for fear I’ll get billed like an attorney

4
04

Fell in love with the A team but a year later all I got was the C team

background-1 (1)

WHAT HAPPENS WHEN YOU FIND THE RIGHT FIT?

DON’T JUST TAKE OUR WORD FOR IT

Every client has a story. This one belongs to Joe.

JOE GASS / PRESIDENT, HERITAGE PRINTING & GRAPHICS

CLIENT. FAN. BGW HYPE MAN.

WHAT HAPPENS WHEN YOU FIND THE RIGHT FIT?

DON’T JUST TAKE OUR WORD FOR IT

Every client has a story. This one belongs to Joe.

THINK WE’RE A MATCH?

We tend to do our best work with business owners who...

  • Know there's always a better way.
  • Want an advisor, not just a tax preparer.
  • Are building something bigger than themselves.
  • Think beyond this year—and beyond themselves.
OUR CLIENT’S FEEDBACK

“They have continually exceeded our expectations in terms of personal service, responsiveness, and providing personal and professional guidance beyond the terms of the relationship.”

ANDY HILLIARD - ACCELERANCE

"We could not have stayed open through all of this if we hadn't been getting your group's advice through the weekly webinars."

NICOLE BONESTEEL - HEARTBRIGHT FOUNDATION

“The firm has saved me over $100,000 compared to other accounting firms we’ve worked with.”

ANONYMOUS

"In-depth knowledge and overall great people; an incredible asset to our company.

ANDY HILLIARD - ACCELERANCE

IDEAS WORTH STEALING.
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