You’re looking at a team of Enrolled Agents, CPA eligible accountants, incredible strategists, and damn good people
so you don’t have to be
We’re also very into making sure you know exactly what we’re doing so you can play an active role in your finances instead of feeling like taxes are something that happens to you
We actually know our clients. We care about their goals, family, hobbies, heck—even their travel trailer named Reggie. And we keep it all in mind when designing their strategies.
We don’t ghost or make you wait weeks to hear back. We pride ourselves in consistent, timely communication because we respect your time and ours.
We’re not typical tax bros. We’re humans who talk like real people, crack damn good jokes, and make sure you know exactly what’s going on with your money.
We don’t exactly fit it (but we think that’s a good thing)
Tax pros have a certain reputation
The more informed you are about your finances, the more options you have. So we use words normal people understand and never make you feel dumb for not knowing something. Ask every question. Ask twice if you need to. We want you in on the conversation and making educated decisions about your money, not just handing it over and saying “do what you gotta do.” This is a partnership.
Education
We also work directly with your bookkeeper, financial advisor, or anyone else who needs to be part of the conversation. You shouldn’t have to play middleman between the people helping you with your money. We’ll talk to each other, make sure everyone knows what’s happening and why, and let you get back to running your business.
Collaboration
We’re thinking about your big decisions all year long. Who you hire. What you spend. How you pay yourself. What you want your money to do next. We use all of it to build and adjust your tax strategy throughout the year so we can be intentional from the jump, not waiting until December to dig up last-minute ways to save.
Year-round Strategy
But we think we can get you close
What it’s like as our client
You might not leave loving taxes
Most people don’t exactly look forward to dealing with taxes. Fair. We can’t make the IRS disappear, but we can make knowing what’s happening with your money a lot easier. Maybe even fun. Plus, you’ll get a heck of a lot more from your tax team than a return filed once a year.
Orange Sky Counseling LLC - MS, LPC‑S, PMH‑C
"They take care of everything behind the scenes, I check in when needed, and I get to focus on running my business."
Frankie Rose Photos LLC
“I know my sales tax will get paid, my quarterlies will be taken care of, and I know what my weekly salary is and how to pay myself. Everything just feels simpler and off my plate.”
IRS Enrolled Agent and your tax big sis
I was not put on this earth because I have some deep, lifelong passion for taxes. Lol. I like solving problems. Give me a weird situation, tell me what you’re trying to make happen, and my brain immediately goes, “okay, how do we make this work?” That’s taxes. What works for one person could make zero sense for the next, and that’s the part I love.
Well, that and getting to build this firm with a team I wholeheartedly believe is the best in the game (dare you to prove me wrong). And we’ve done it all—multi-six-figures, 99% retention rate, employees that are paid well and happy—doing business the way I think it should be done: tell people what’s going on, tell them why, and don’t be weird about it. Proud of our team, proud of our clients, and incredibly proud of the work we do.
— Desi Alejandre
Desi Alejandre
Our founder