A greetings from Founder, CEO & Tax Strategist: Rachel Michaelov
Making 6+ Figures and Tired of Overpaying in Taxes?
You've worked hard building your business and practice...it's time to protect it.

Getting started is simple...

A Free Tax Strategy Call: 
We'll take a quick look at your situation, let you know if you're overpaying, and see if we're a good fit to work together. No pressure, no commitment.

The Tax Audit: 
Ready to see the real numbers? Our Tax Savings Assessment digs into your last 3 years of tax returns and shows you exactly what you've been losing and how much you could save. And we back it up...if we don't cut your tax bill by 30%*, you get your assessment fee back. Period.
CUSTOM JAVASCRIPT / HTML

FOUNDER'S STORY

Why I Disrupted
the Accounting Industry

I woke up to the entire building shaking. They arrested my dad.

He was a business owner who trusted his accountant completely. They never filed his sales tax returns. To the state, it looked like evasion. It wasn't.
I gave them everything they asked for. I thought they were handling it.
He paid $1.5 million in restitution, was deported, and passed away five years ago, never getting to return. All of it could have been prevented by one honest conversation from his accountant.

That's why I built this firm. To be the advisor my father never had.

Your Bookkeeper, CPA, and Tax Preparer Aren't Talking to Each Other...and It's Costing You.

Most business owners are juggling 3-4 different people who never communicate. The result? Missed savings, unnecessary stress, and audit risk.

We built our practice differently. One point of contact. One team. Everything under one roof, for less than you're already paying. No more chasing down your CPA, wondering if your books are right, or getting blindsided at tax time.

Here's everything we handle for you:
  • Annual Tax Planning
  • Monthly Bookkeeping & Catch-up 
  • Corp & Individual Tax Prep
  • Payroll & 1099 Filing
  • Tax Planning Implementation
  • IRS & State Notice Handling
  • Proactive Team Access Year-Round
  • ​Quarterly Strategy Calls

Results that Speak

Watch these real client testimonials and see how dentists & business owners like you have benefited from proactive tax strategy.

Dr. Juan Valencia, DMD

Dr. Rodion Pinkhasov, DMD

Already have a CPA or "Dental CPA?"

It’s perfectly fine if you already have a CPA or even a “Dental CPA.” Many firms focus primarily on preparing and filing tax returns rather than proactive tax planning. We can review your current situation and identify potential opportunities to reduce your tax liability this year. We would welcome the opportunity to  help you.