Tax preparation

From simple 1040s to complex corporate returns, we handle every tax engagement with the utmost diligence. We work with you to minimize taxes due, utilizing every deduction available.


Can you say automation? We specialize in implementing affordable software that makes bookkeeping almost effortless. You'll wonder how you did it before. We work in QuickBooks, Xero, Peachtree, Freshbooks, and more.


Whether you need help choosing between an S-Corp and LLC, or you're trying to pick the best retirement plan for tax savings, we've got your back. We'll clarify your options, suggest a strategy, and help you implement it.

Diligent tax preparation


Each year, taxpayers spend 6.1 billion hours complying with 3.8 million words of tax code.

We think that's a shame. That's why we implement cutting-edge software, complemented by a thorough review process, to prepare your tax returns efficiently and accurately. Freeing you up for more important things.

Enjoy the Chianti.


Bookkeeping made automatic


We put a man on the moon. We have WiFi on airplanes. Can we please make bookkeeping less painful? Absolutely. We'll show you how to automate 80% of it, and we'll handle 10%. That leaves 10% for you.

Practically speaking, that means your bookkeeping will take care of itself while you take an evening cruise down the Salzach.



Informed financial decisions


When you find yourself at a crossroads, about to make an important decision, enlist professional help. Backed by a wealth of experience, we provide estate and trust planning, retirement planning, general financial planning, and we can help you choose the right business entity to fit your unique needs. These decisions require informed, professional input.

Not unlike the decision to summit Fitz Roy in February vs. March.