Turn Financial Chaos into a Calm,
Predictable Wave of Success.
Clarity in your books. Strategy in your taxes. Confidence in every decision.
Taxes, Bookkeeping, and Financial Planning is Overwhelming...
You’re not alone. Many business owners struggle to:
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Keep up with compliance and reporting
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Understand what their numbers really mean
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Make confident decisions for growth and savings
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Plan for retirement or future wealth
We help business owners break through uncertainty, tap into their potential, and build businesses that thrive.
Strategic Planning
Sustainable Financial Plans
Personalized Clarity​
Our Services
Tax Planning &
Advisory Services
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Proactive, year-round tax strategy
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Personalized guidance for growth, savings, and retirement
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Clear action plans to reduce anxiety and uncertainty
Tax Preparation
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Accurate, stress-free filing
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Optimized deductions and credits
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Compliance without surprises
Bookkeeping & Financial Organization
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Organized, up-to-date financial records
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Monthly and quarterly reporting
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Optional outsourced bookkeeping oversight while maintaining hands-on review
About the Business
Why We Exist
After leaving the IRS to stay home and raise a family, I started helping other business owners with bookkeeping, tax preparation, and financial clarity. What began as a side income became a passion: solving complex financial puzzles, creating order from chaos, and giving peace of mind to clients.
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What Makes Us Different
We don’t just manage numbers—we reduce stress, educate clients, and ensure you feel confident in every financial decision. You don’t have to understand every detail; we do, and we guide you every step of the way.
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Core Values
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Responsiveness
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Respect
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Service-oriented
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Delivering value above and beyond expectations
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Our Culture
Every client interaction is handled with professionalism, care, and a focus on building trust.
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Vision
To help high-earning business owners leverage tax strategies, maintain accurate financial records, and gain long-term clarity—while keeping a hands-on approach to ensure quality and reliability.
Credentials / Trusted Expertise
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Enrolled Agent (EA) – IRS-licensed tax expert
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Certified MSTP & Tax Professional
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Certified Bookkeeper
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Former Profit First Advisor (trained in methodology)
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35+ years of combined IRS and private practice experience
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3 Simple Steps to Take Control of Your Finances
1. Schedule a Discovery Call
Start with a free call to discuss your financial goals. We’ll listen to your challenges and outline how we can help.
2. Get Your Tax Savings Assessment
We’ll review your situation to uncover missed opportunities, identify overpaid taxes, and estimate your potential savings.
3. Implement Your Strategies
Together, we’ll put your tax plan into action to reduce your burden, maximize savings, and build lasting wealth.
Frequently asked questions
Stop feeling overwhelmed. Start building clarity, confidence, and control.
Take Control Today
Choice One:
Keep doing what you’re doing. Keep juggling taxes, messy books, and financial stress on your own, hoping things get better.
Choice Two:
Partner with a guide who will help you minimize taxes, clean up your books, and create a plan for profitable growth.
THE CHOICE IS YOURS!
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Phone: 801-791-3264
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Address: 1956 Patterson Dr