WE HELP SMALL BUSINESSES AND INDIVIDUALS

Save thousands of dollars

in taxes every year.

Our proven IRS strategies and pain-free process automate the tasks you don't enjoy, so you can spend more time doing what you love.

Book a Free Strategy Call

Why Choose Us?

Traditional Tax & Accounting Firms:

Focus on past data.
Miss opportunities to save you money and reduce taxes.

Our Year-Round Approach:

We work with you all year to reach your money goals
We find the best ways to improve your personal & business numbers
We create plans to increase your monthly cash flow
We handle all the complicated details so you can focus on what you enjoy

Partner with us for a stress-free approach to taxes & financial success.

What You Get When You Work With Us

Minimal Tax Liability: Our year-round approach integrates tax-saving strategies at every stage to ensure you pay the lowest possible taxes.

Personalized Cash Flow Management: We develop a customized annual cash flow plan to optimize your personal and business finances

Risk Mitigation: Through in-depth analysis of your financial data, we identify and neutralize potential threats to your income and assets, including IRS scrutiny.

Streamlined Tax and Accounting: By leveraging technology and our collaborative approach, we simplify your tax and accounting processes

Our Simple 3-Step Process

1. Strategy Call

We'll have a quick chat to discuss your goals for the next year and any challenges you're facing. This helps us make sure we're the right fit for your needs.

2. Roadmap

We'll create a personalized plan with 3 options to help you reach your goals. You'll see exactly how we can help before you commit to anything.

3. Onboarding

Once you choose the best option for you, we'll get started right away!

Learn More

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

Download Client Guide

What Our Clients Think

Abigail Magallanes

My 4th or 5th year filling taxes with Benito. He’s amazing, takes the time to explain everything and make the process easy by emailing paperwork ahead of time of the appointment and then doing appointments via zoom so we don’t have to travel.
José Urbaez

Taxes and More and Johan prepared my taxes for second year and he is amazing as a person and as a profesional. His knowledge and understanding of the tax matters are amazing. Organized, detail oriented. I love do my taxes with his company and him because I feel he is addressing my needs as customer. Congratulation for the quality service and next year I will do taxes again with you!
Rosalinda Argueta

They have been preparing my taxes for many years, personal and company. Gustavo is very professional and very helpful with any question I have. Everyone there is very friendly, courteous and respectful. I recommend it very much.