LOWER YOUR
TAX BILL.

Spend more time doing what you love.

We Help Small Businesses & Individuals:

  • Save $1,000’s in taxes per year.

  • Using proven IRS Strategies.

  • And a pain-free process to automate
    the tasks you don't enjoy.

You Deserve a Better Method

Traditional Tax &
Accounting Firms…

  • Don’t know how to use your financial data to increase the money you have left over each month or lower your tax bill.

  • They only do “historic” work instead of planning how to improve your tax & financial picture for the future.

We work with you year-round
for the best possible results.

  • Define and adjust your personal & business priorities.

  • Identify the specific indicators that have the biggest impact on your tax & financial “health”.

  • Execute action steps to actually create more cash in your bank account each month.

  • Automate your tax, accounting, & payroll work so you can spend more time doing the things you enjoy (say goodbye to soul-crushing paperwork).

What You Get

1. Lowest Possible Tax Bill

We bake tax savings into every step of our year-round process so you pay the least amount of tax possible.

2. Personal & Business
Cash Flow Plan

Each year we create & deliver a custom cash flow plan to optimize every dollar flowing through your accounts.

3. Neutralized Threats

We analyze your key numbers & deductions to protect you from the most dangerous threats to your money and income (including the IRS).

4. Automated Tax & Accounting

We fully utilize technology and our strategic work together throughout the year to make your tax & accounting work a breeze.

HOW IT WORKS

1 Strategy Call

We meet and discuss what you want to achieve in the next 12 months and what’s keeping you from making progress now. Then verify you’re a good fit for the Year-Round Method.

2 Roadmap

We’ll create a step-by-step roadmap showing 3 options for exactly how we can help you make progress toward your goals (before you ever pay us a penny).

3 Onboarding

You choose the best option for you, and we get to work!

See if we’re a
good match…

Download our free Client Guide and learn the details about working with us.

What Our Clients Think

Kit has consistently been responsive, truthful, and has listened to my goals to provide me with the best advice possible.

Minnellis Mercado

Current Client

Kit has been responsive, informative, and professional from day 1. He is knowledgeable and explains things to me so I can understand.

Lindsey Zevallos

Current Client

Kit is a quintessential strategic partner for any business. He is knowledgeable, professional, and very responsive.

Hatem Abdou

Current Client

Get Started Today

Don’t Waste time managing things you don’t have to. We handle the major work so you can focus on what you do best.

  • Book a free strategy call today.

  • See exactly how we can help you pay less tax.

  • Simplify your life & stress less.