File Your Taxes With Confidence — and a Team You Can Trust.

Whether you're a new or returning client, our tax specialists make filing simple, accurate, and stress-free. Start with a quick consultation, and we’ll match you with the right team member for your needs.

Start Your Tax Preparation

Returning Client? Begin Here

What’s Included in Your Tax Filing

Every tax return comes with the care and attention of a dedicated specialist. We don’t rush, we don’t cut corners — we file with intention.

Includes:

Accurate preparation & filing of individual and/or business taxes
Review of prior-year returns for missed deductions
Full deduction & credit optimization
Entity-specific filing support (LLC, S-Corp, partnership, etc.)
Secure document upload portal
Final return review & approval before submission

Our 4-Step Filing Process

New or returning? Choose the option that applies and get matched with a tax specialist.
In your client portal, you can pay your invoice, upload/download documents and stay in touch with us, securely.
We review every detail, optimize deductions, and prepare your draft. You receive a video review of your tax return.
You approve. We file. You receive your complete tax packet for your records.

Choose Your Starting Point

Every client begins with a quick intake appointment. After your call, you’ll be matched with the tax specialist who fits your filing needs best. If you already know who you'd like to work with, just let us know during your appointment.

You’ll Be Matched With the Right Specialist

Each member of our tax team brings deep industry knowledge and a passion for helping entrepreneurs stay compliant and confident.

After your intake call, we’ll pair you with the tax professional best suited for your return type, business model, and filing needs.

Shanon Bowen

Tax Specialist & Educator
Areas of Expertise: Short-Term & Long-Term Rentals, Turo Hosts, Partnerships

Fun Fact: Shanon calls herself a “financial teacher at heart” — she believes every client deserves to understand what’s happening with their money.
“The goal isn’t just to file — it’s to help you understand and grow.”
Angela

Bookkeeping Specialist
Areas of Expertise: Small Business Bookkeeping, Expense Organization, Cash Flow Management

Fun Fact: Angela’s favorite part of bookkeeping is seeing her clients finally relax when they realize everything is balanced — and they can focus on growth again.
“I love giving business owners the clarity they need to dream bigger.”
Sadia Zaman

Tax Specialist | Mental Health & Financial Wellness
Areas of Expertise: Healthcare, Group Practice, Private Practice

Fun Fact: Sadia believes that “financial clarity is self-care” — and models that belief in every client interaction.
“Your business deserves the same care and compassion you give your clients.”