Comprehensive Tax and Accounting Plans for Professionals
Our proactive tax and accounting plans are designed to save you time, reduce your tax liability, and keep you compliant year-round.
Physician and Professional Focus
Our expertise in serving physicians and professionals allows us to focus on proactive tax reduction strategies and efficient tax planning, complemented by streamlined yet effective accounting and compliance services. Unlike generalist firms that offer broad accounting and cash flow management services, we target the specific needs of high-profit owner-operators (ie. physicians and professionals), ensuring maximum benefit and tailored solutions for your practice.
Streamlined and effective operations
All plans allow clients to securely access financial data from the web and include direct contact with Ken Eremita, CPA.
Fair and Reasonable Pricing
While we don’t base our pricing on the ROI of the tax strategies we implement, in most cases, our services will not only save you time on compliance but also lead to substantial cost reductions.
Hands-on and personal
We offer a free consultation and encourage you to reach out to us and explore the value we bring. In addition, we can collaborate with your estate planning attorney and/or financial advisor to support your asset protection and investment strategies.
Recommended Tax Strategist
Which Service Package is Right for You?
From our experience working with physicians and professionals, those grossing over $200k per year typically benefit from our Standard Plan. The time spent managing your own accounting, payroll, etc. often results in a higher opportunity cost than simply focusing on your profession, where your time is more valuable on an hourly basis.
Other Tax Pros Appear to be Cheaper - Why?
Many tax professionals follow a generalist model where clients DIY some or all of their own accounting and payroll. The depth of tax planning also varies widely—some offer only a surface-level, conversational analysis. In many cases, low prices are used to attract clients, but this often limits the practitioner’s ability to dedicate sufficient time to each client’s needs.
In contrast, our Standard Plan covers substantially all of your accounting operations and provides detailed tax planning by creating mock scenarios using advanced tax software. This approach takes time, and we limit the number of new clients to ensure we have the capacity to provide personalized, high-quality service to all.
