Thanks for your interest!
Our team will reach out to you by the end of the next business day (if not sooner) to collect some additional information.
What Happens Next?
Here's how we figure out if working together on your tax strategy seems like a good idea:
We'll ask you for some basic information to see if what we do is what you need.
Hop on a Zoom meeting with us to share what you're up to, and figure out how much we can help.
If you decide to have us help you with your tax plan, we'll let you know how to get started.
Help 100 entrepreneurs save at least 10k per year on their taxes
If you spent less money on taxes every year, would you use the savings to make the world a better place somehow?
About our Firm
We're a bit different than the traditional accounting firms.
We are focused on helping impact-driven entrepreneurs arrange their tax affairs in ways that accelerate their ability to make the world a better place.
Tax returns are a big part of what we do, partly because they have to be done, but more importantly, they provide a feedback loop for us to see the impact of the ongoing planning that we do with our clients throughout the year.
If you aren't looking for tax advice, and you just want someone to handle the paperwork every year, we are not the firm for you.
But, if you are business owner who wants to make good tax decisions and thoughtfully steward the resources that pass through your hands, then I hope to talk to you soon.