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How It Works

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Upload Documents

It's easy to get all your tax and accounting documents organized. Everything is in one place -- and secure.

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Have An E-Visit

Consult with an expert to assess your situation. This is done either by phone or video.

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Taxes and QuickBooks

We will setup your books and provide ongoing accounting services. We also will put together your returns -- with a focus on getting the maximum tax benefits.

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Advanced QuickBooks ProAdvisor


We provide accounting and financial consulting services for start-ups and growth-minded small businesses. Accounting specialties include accurate setup of financial systems and processes including Quickbooks Online and Desktop Conversions, ongoing bookkeeping and expert accounting review of your books and production of customized periodic reports. Finance-related specialties include an in-depth analysis of your business financial health, strategic financial guidance for growth, firm valuation and economic case-building to support negotiations and investments.

founder

Founder Tom Taulli

Tom Taulli has over 20 years’ experience in the financial services industry. He is both a JD and an Enrolled Agent, which is the highest designation of the IRS.

Tom writes columns -- for top websites like Forbes.com, Bloomberg.com, BusinessWeek.com and Entrepreneur.com -- on tax and finance topics. What's more, he is the author of eight books, including Launching an LLC.