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Mountain Ridge


Through Proactive Tax Planning & Accounting Services

Paying Taxes Sucks!
Here's How We Make it Suck Less...

Step 1

Complete a questionnaire and upload your last year’s tax return to our secure portal 

Step 2

We'll analyze your business situation and meet with you to identify how to help you optimize your taxes.

Step 3

 You'll get a custom to you personalized tax plan with step-by-step strategies with projected savings designed to help you keep more of YOUR hard earned money.

Accounting & Tax Services

We Provide You With Custom to You Accounting & Tax Solutions 

Here's How it Works...


First, we get to understand your company, size, transactions, goals and your wants from your accountant. We do this through a series of questions that we'll schedule with you via an online call. Then we'll present you with a solution designed to meet your needs all within an affordable plan.


Next, we gather information that we'll need to prepare your books and streamline this process to make it as easy and non-intrusive to you as possible. Then, we get started by preparing your books, including getting you caught up, if needed.


Your dedicated CPA will review your accounting and provide you with usable financial reports and work with you on a plan to save money on taxes. At the required dates, your CPA will also oversee and work to complete your tax filings.


We'll meet periodically via online meetings to review your numbers and goals with you, including tax saving strategies that can be implemented well before year end to save on taxes. Also, throughout the year you'll have have unlimited access to ask us questions. 

Filing Taxes Sucks as Well!

So here's how we can make is suck less:

How do The Rich Save on Taxes?

We'll Show You How in This Training


Tom G.

"My profit & loss sheets as well as all accounting needs are always taken care of and are beyond perfect. Advantage Accounting Group I refer to all my friends and family." 

Susan M.

"Thank you so much for all your work and understanding not to mention making me comfortable and putting my mind at ease. I am so appreciative for all you have done !"

Rich V.

"Having a busy schedule, I am grateful for the reminders I get from David of upcoming filing deadlines as well."


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