We invite you to experience a new way of doing tax and accounting.
To build an innovative, people-first, firm that inspires change and creates raving fans out of everyone we meet
We believe accounting firms run outdated business models that overwork employees and create underwhelming client experiences. Our goal is to lead the industry's transition to a modern firm that is remote-based, technology-driven, and results-oriented.
Our goal is to create raving fans out of our clients, partners, and online communities by providing exceptional services and education resulting in clarity and peace of mind.
Grace and Kindness. Continuous Improvement. Forward Thinking. Humility. Teamwork. Integrity. Ownership.
Over the years, we've grown from a one-man shop to a 20+ person firm servicing hundreds of clients nationwide. We hire the best talent all over the U.S. allowing us to compete with the largest firms but offer a boutique client experience.
We'll provide you with peace of mind by advising you on tax strategies and issues, advocating for you in front of the IRS and state governments, filing your tax returns, and providing you with monthly accounting and financial reporting.
We give a lot of value away for free. It's part of our larger mission to help all landlords grow their tax and accounting knowledge. You can up your knowledge with our investor-friendly videos, guides, courses, and events.