Get fast answers, real strategy, and a tax team that actually shows up! With deep expertise in crypto, real estate, and high-income planning.
"best that I have ever experienced"
"work ethic is above and beyond what my husband and I were expecting, his communication with us was top notch and the best that I have ever experienced in this industry."
- Angelica Gonzales
"My life changed forever"
"it’s been incredibly helpful! Their team communicates clearly and promptly, making the entire process stress-free"
- Zak Ammar
"Saved me over $100,000"
"When I found myself facing an IRS audit, I was understandably anxious about the situation. However, Joel stepped in and provided exceptional guidance and support. His expertise saved me over $100,000, an incredible relief!"
- Cloud Team
"cater to crypto tax regulations"
"I can’t recommend this firm highly enough. Not only do they provide high knowledge overall the ability to cater to crypto tax regulations which is a very much needed breath of fresh air that I found highly invaluable"
- Stephen Armstrong
"Friendly and Knowledgeable"
"They were very friendly and knowledgeable and not rushing to get through it."
- Ruben Vega
"passion for tax and cost segregation"
" I had the pleasure of engaging with Joel, and I was thoroughly impressed by his knowledge and passion for tax and cost segregation."
- Ly Do
Your accountant disappears for weeks at a time
You only hear from them once a year
You’re constantly chasing answers
They don’t understand your crypto, real estate, or complex income.
You’re overpaying in taxes, but no one has a plan
If any of this feels familiar, you’re not alone. Most clients come to us frustrated, confused, and tired of being underserved.
We respond fast and stay in communication
We respond fast and stay in communication
We respond fast and stay in communication
We give you a dedicated Basecamp portal with white-glove onboarding
We’re designed for business owners and high earners who need more than a tax prep shop
Don't worry, we can help!
Learn
Share your income, investments, and goals so we can understand where you're at and what you really need.
Next Steps
We’ll explain how our Frustration-Free Tax Analysis works and what it can uncover for your unique situation.
Onboarding
If it’s a fit, we’ll set you up in Basecamp and kick off the document collection process same-day.
We only take on clients we know we can help — and if we’re a fit, you’ll know exactly what happens next.
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