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Business Owners!

We help you reduce your tax bill by leveraging your lifestyle.

Cut your tax bill by thousands of dollars and invest your tax savings back into your business and personal life.

Secure Your Spot →

Reduce Your Tax Liability in 3 Easy Steps.

Discover

Tell us about you! Fill out our form so we can learn more about you and what your wealth building goals are.

We will send you a next-steps email with important links.

Plan

We review previously filed tax returns, your current income and expenses, and look at where you want to be. 

We’ll schedule a screen-sharing call to discuss a customized plan that will help you reduce your tax liability.

Execute

We will deliver your tax plan with different scenarios and options, so you have flexibility and can easily take action. 

We provide ongoing support after the plan is delivered. We host weekly office hours for you to meet with Andrea directly.

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Tax Strategy Services

From the discovery call to execution, we'll hold your hand through it all.

Tax Plan

We’ll create a customized tax plan so you can save thousands of dollars on your next tax filing.

Starting at $3,500

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Tax Filing

We'll prepare your income tax return so that you can maximize deductions and stay compliant with changing tax laws.

Starting at $1,450 for an individual tax return and $2,000 for a business return

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Fractional CFO

Our white glove service that includes it all: maximize your profits, maintain healthy cash flow, minimize taxes, and scale your business.


Starting at $4,500/month

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Client Wins

Learn how our tax planning transformed these business owner's finances, unlocked thousands of dollards in tax savings, and enabled clients to invest back into their businesses and personal lives.

Limited spots left for
2024 Tax Planning

Are you paying too much in taxes?

BECOME A CLIENT →

Hey, I’m Andrea!

It’s about time we’ve met.

With over 10 years of experience as a licensed CPA, I'm here to help you create an actionable tax plan that we can execute together.

My passion is helping motivated business owners (like you and me) simplify tax strategies and stay on-top of their tax liability. I do this by working with you year-round as a trusted partner in your business, not just as a tax preparer that you talk to once a year.

I'm dedicated to providing transparent and strategic tax planning services, so you're never in the dark about your tax situation. Together, we'll navigate the tax landscape of your unique business, ensuring your success, minimized tax liability, and peace of mind.

MEET ANDREA →

FOLLOW ME ON THE INSTAGRAM @ACCOUNTINGBYANDIE

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