Service Business Specialists
We understand your business.
Proactive, Year Round Advice
Find opportunities before they disappear.
A True Partner
Accounting, payroll, tax and planning - working together.
READY TO TALK?
Getting Started Is Simple
A straightforward process designed for busy business owners. No pressure. Just a conversation to see if we're a good fit.
Book a 15-Minute Discovery Call
Tell us a little about your business, what's working, and what you're trying to solve.
We'll See If We're a Good Fit
We'll learn about your situation and determine whether our services make sense. We'll also explain the appropriate next step.
Decide How You Want to Move Forward
If it makes sense to work together, we'll walk you through the options and next steps.
Pick a time that works for you. No obligation.
"The best time to take control of your taxes is before the next tax season."
DAVID FIENE, CPA | ADVANTAGE ACCOUNTING GROUP
DOES THIS SOUND FAMILIAR?
You're Making Money. So Why Does The Tax Bill Still Feel So High?
If you're a profitable service business owner, you may be asking yourself:
Am I paying more in taxes than I should be?
Is my S-Corp actually saving me money?
Why do I keep getting surprised at tax time?
Are there strategies my CPA should be discussing before year-end?
By the time your tax return is being prepared, many of the best planning opportunities are already gone.
WHAT YOU ACTUALLY WANT
Know What You'll Owe - and What You Can Still Do About It
You shouldn't have to wait until tax season to find out you owe more than expected. We help you see where your tax bill is heading, identify opportunities to reduce it, and make decisions while there's still time to act.
Know What to Expect
Understand where your tax bill is headed before filing season.
Find Opportunities Earlier
Identify tax-saving strategies before year-end, while you can still use them.
Make Decisions With The Tax Impact in Mind
Know how major business decisions may affect your taxes before you make them.
The goal: fewer surprises, fewer missed opportunities, and more confidence that you're not paying more than necessary.
HOW WE HELP
Tax Planning Works Better When The Numbers Are Current
Good tax planning starts with knowing what is actually happening in your business. That's why we don't look at your tax return in isolation.
We can keep your accounting current, handle payroll, prepare your business and individual tax returns, and use that information to identify tax-planning opportunities before year-end.
Accounting
Keep the books current and accurate so we can see how the business is really performing.
Payroll
Keep payroll coordinated with your S-Corp and tax strategy.
Tax Preparation
Prepare the business and individual returns with the full picture in mind.
Tax Planning
Review where your taxes are heading and identify actions that may reduce them before opportunities expire.
Instead of four separate services, they work together as one system.
WHO WE WORK BEST WITH
Built for Profitable Service Business Owners
We work best with established service business owners who want more from their CPA than a tax return once a year. You want accurate financial information, proactive tax planning, and someone who understands how your business and taxes fit together.
Your Business Is Profitable
You're making good money and want to be confident you aren't paying more in taxes than necessary.
You Operate An S-Corp Or May Need One
You want your salary, payroll, distributions and tax strategy handled correctly.
You Want the Books Done Right
You want current, reliable accounting so decisions aren't being made from outdated or questionable numbers.
You Want Advice Before Year-End
You don't want to hear about a tax-saving opportunity after it's already too late to use it.
Consultants • Professional Service Firms • Agencies • Contractors • Other Owner-Operated Service Businesses
— CLIENT PROOF —
What Business Owners Say About Working With Us
5.0 ★★★★★ Google Reviews
★★★★★
Ronaldo Hidalgo
"David has been on top of our tax and accounting issues. He is responsive, knowledgeable, and prompt. David has helped me navigate many tricky situations."
★★★★★
Pascual Productions
"He is a very kind and knowledgeable accountant and business advisor, a great resource for taxes, finances and business. We have recommended David to other fellow freelancers/small business owners"
★★★★★
Shayla Gunter
"David keeps my books in order and relieves a ton of stress for me. He is very easy to work with and I couldn't run my business without him. He is very easy to get ahold of and responds quickly to any questions that I have."
Trusted by business owners for tax, accounting, and year-round support.
— FREE RESOURCE —
Get The 5-Step
Year-Round Tax Checklist
Not ready to book a call yet? Download our free checklist for service business owners and see the key tax areas to review before another year slips by.
What to review before year-end
Common tax-saving opportunities to discuss
How to stay ahead of tax surprises
READY TO TAKE THE NEXT STEP?
Stop Wondering If You're Paying More in Taxes Than You Need To.
If your business is profitable and you want a CPA who looks beyond just filing the return, let's talk.
Not ready to talk yet?