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You've worked hard to grow your business - why does your tax bill feel like a penalty for success? If you're feeling frustrated and looking to legally keep more of your money, we got you.
never overpay on your taxes again
small business TAX ADVISORY
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With so much advice on tax savings strategies out there, it’s hard to know what actually works — and how to make it work for your business. That’s where we come in.
With so much advice on tax savings strategies out there, it’s hard to know what actually works — and how to make it work for your business. That’s where we come in.
big Business Owners Don’t Overpay Taxes — And Neither Should You
big Business Owners Don’t Overpay Taxes — And Neither Should You
We help small business owners like you get financially organized and stop overpaying on taxes. Our approach goes beyond the basics — we dig into the numbers, uncover missed opportunities, and bring structure to your finances so you can make confident decisions all year long. With our guidance, you’ll stop operating in reactive mode and start building with intention.
By working with us, you'll receive a clear and actionable tax assessment and plan tailored to your situation. We take time to understand your business, your goals, and your pain points so that your plan isn't just smart on paper — it's designed to create real, measurable results. Whether you're looking to save money, prepare for growth, or simply feel more in control, we’ll show you exactly how to get there.
The best part is you won't have to lift a finger to implement your custom tax plan because we take care of the bookkeeping and accounting to make it all happen seamlessly. From transaction tracking to financial reporting, we handle the details so you can focus on running your business. That means no more guesswork, no more year-end surprises — just peace of mind and a plan that works behind the scenes for your success.
hi, I'm Treda!
hi, I'm Treda!
I'm here to help you keep more of your money
We help small business owners like you get financially organized and stop overpaying on taxes. Our approach goes beyond the basics — we dig into the numbers, uncover missed opportunities, and bring structure to your finances so you can make confident decisions all year long. With our guidance, you’ll stop operating in reactive mode and start building with intention.
By working with us, you'll receive a clear and actionable tax assessment and plan tailored to your situation. We take time to understand your business, your goals, and your pain points so that your plan isn't just smart on paper — it's designed to create real, measurable results. Whether you're looking to save money, prepare for growth, or simply feel more in control, we’ll show you exactly how to get there.
The best part is you won't have to lift a finger to implement your custom tax plan because we take care of the bookkeeping and accounting to make it all happen seamlessly. From transaction tracking to financial reporting, we handle the details so you can focus on running your business. That means no more guesswork, no more year-end surprises — just peace of mind and a plan that works behind the scenes for your success.
I'm here to help you keep more of your money
book a call
book a call
GAIN CONTROL OVER YOUR TAX BILL
Step 1
discovery call
We start with a quick, no-pressure conversation to learn more about your business, challenges, and goals. This call helps us understand where you’re at financially and where you want to be. It’s also a chance to make sure we’re the right fit to support your growth.
Step 2
assessment
Next, we do a thorough review of your financials to identify tax-saving strategies. You’ll get a personalized tax plan that outlines exactly what to do — and why it matters. We explain everything clearly so you feel confident moving forward.
Step 3
implementation
This is where the magic happens — we handle the bookkeeping and accounting tasks to put your tax plan into action. You won’t have to lift a finger to get the benefits. With everything handled behind the scenes, your business stays compliant, optimized, and stress-free.
book a call
GAIN CONTROL OVER YOUR TAX BILL
Step 1
discovery call
We start with a quick, no-pressure conversation to learn more about your business, challenges, and goals. This call helps us understand where you’re at financially and where you want to be. It’s also a chance to make sure we’re the right fit to support your growth.
assessment
Next, we do a thorough review of your financials to identify tax-saving strategies. You’ll get a personalized tax plan that outlines exactly what to do — and why it matters. We explain everything clearly so you feel confident moving forward.
implementation
This is where the magic happens — we handle the bookkeeping and accounting tasks to put your tax plan into action. You won’t have to lift a finger to get the benefits. With everything handled behind the scenes, your business stays compliant, optimized, and stress-free.
book a call
Step 2
Step 3
faq
faq
No, we are not a CPA firm. However, we are certified to perform bookkeeping, accounting, tax planning and prep, and consulting tasks.
No, we are not a CPA firm. However, we are certified to perform bookkeeping, accounting, tax planning and prep, and consulting tasks.
To get started, you'll need to share basic business details like your entity type, income sources, and recent financial reports or tax returns. Don’t worry — we’ll guide you through exactly what we need and we make it easy to upload everything into a secure server.
If your taxes are behind, we would not be the best fit to serve your needs. We would be happy to help after you're caught up!
If your taxes are behind, we would not be the best fit to serve your needs. We would be happy to help after you're caught up!
Yes! We make sure you have a tax plan, everything prepared and organized to file, and file on your behalf.
Yes! We make sure you have a tax plan, everything prepared and organized to file, and file on your behalf.
Tax prep is about filing your return — tax advisory is about planning ahead to lower what you owe. One looks back, the other looks forward. We offer both, but advisory is where the real savings happen.
Tax prep is about filing your return — tax advisory is about planning ahead to lower what you owe. One looks back, the other looks forward. We offer both, but advisory is where the real savings happen.
