Stop paying for compliance. Start investing in strategy.
Monthly finance and year-round tax strategy for business owners and real estate investors, led by a CPA who knows your business and your numbers.
- Direct access to your CPA
- Plans with dollar amounts and dates
- 90-day clarity guarantee
What planning is worth
Every Tax Strategy client gets a written plan like this one: each move, what it saves and what you keep. This example is for a married owner with $400,000 in business profit.
What changes when we work together
Two ways to work with us. Use one or both.
See your cash 13 weeks ahead
Bookkeeping, controller and fractional CFO support, so you see tight weeks coming and plan for them.
Books closed every month
With a one-page note on what changed and what to do next.
CPA, start to finish
No handoffs. You talk to the person who knows your numbers.
A tax plan before the bill arrives
Written, year-round planning for owners, investors and high earners.
- Q1Plan & projection
- Q2Mid-year check
- Q3Estimates tuned
- Q4Year-end moves
Built for owners whose craft is the business
The problem we hear most from each, and what changes.
Creative & media businesses
"Profitable on paper, tight in the bank account"
A 13-week cash forecast that shows the tight weeks before they arrive
Health & wellness practices
"Insurance reimbursements lagging behind payroll"
A cash forecast built around reimbursement timing
Professional & expert services
"Revenue grows but your take-home doesn't"
Margin by client and service, so you can see which growth adds profit
Construction & skilled trades
"No reliable profit number for each job"
Job costing and profit by job, every month
Real estate investors
"Depreciation and losses that never seem to lower the tax bill"
Cost segregation, REPS and short-term rental planning so losses count
Tech professionals & high earners
"A tax bill every April because RSUs were only withheld at 22%"
A vest-by-vest withholding plan, so the tax is paid as you go
Somewhere else?
If you run your own business and want clarity on your numbers, we'll tell you honestly whether we're the right fit.
Start a conversationYour first 90 days
Free call
30 minutes on your business and what the numbers are doing.
Clean foundation
Books reconciled and set up for decisions and taxes.
Your tax plan
Written moves with dates and dollar amounts.
Monthly rhythm
Books closed by the 10th, a written note and a standing call.
What could an S corp save you?
Drag the slider. Built on 2026 tax law, like all of our free calculators.
Hi, I'm Akansha.
I help owners and investors get clean books, steadier cash flow and a tax plan that fits how they build wealth. The numbers are never only about the numbers, so I pay attention to the person running the business too.
Free guides, updated for 2026
Washington State Taxes for High Earners & Tech Employees (2026)
12 min readS Corp Election Guide 2026: Savings & Rules
12 min readReal Estate Investor Tax Guide 2026
Never miss a tax deadline
Add every federal deadline for owners and investors to your calendar, with a reminder three days before. We keep it updated.
Questions owners ask
What is the difference between a bookkeeper, a controller and a fractional CFO?
A bookkeeper records what happened: transactions, reconciliations and statements. A controller makes sure those numbers are right, on time and under control: a monthly close by a deadline, reviewed reconciliations, payroll and sales tax oversight, and a cash forecast. A fractional CFO uses the numbers to decide what happens next: forecasting, pricing, cash strategy, lender and investor work, and tax strategy.
Which businesses do you work with for monthly accounting?
Owner-led businesses doing roughly $500,000 to $10 million a year, in four groups: creative and media businesses (agencies, studios, talent and media brands), health and wellness practices (medical, dental, therapy and wellness), professional and expert services (consultants, coaches, tech and engineering firms) and construction and skilled trades (contractors and home services). If you're owner-led and want to understand your numbers, we're happy to talk even if you don't fit neatly into one of these.
Do you prepare tax returns, and what do they cost?
Yes. Individual returns (Form 1040) start at $750 and business returns (1120-S, 1065, 1120) start at $1,500. The final fee depends on complexity, such as the number of schedules, rental properties or states. You can hire us for a return on its own or alongside a tax plan or monthly engagement.
Do you bill hourly?
No. Every engagement has a fixed fee quoted up front. Monthly services are month-to-month, and tax strategy plans are annual and can be billed monthly.
Book a free 30-minute call
Tell us what your numbers are doing and what's worrying you. You'll leave knowing what to do next, whether or not we work together.