Tax Planning and Preparation

Full Service CPA Firm – meets all your needs. Exceeds your exceptations.


We Can Help!

Most business owners we meet are not getting the tax savings they deserve before working with us.  After working with our team, an average business owner saves between $30,000 and $40,000.  Book a free strategy session today to find out how much you could be saving.


Tax Planning

Successful business owners need a tax plan that works as hard as they do.  We develop that plan by taking a look at your entire business and personal financial situation to match the correct tax strategies to your circumstances. 

You’ll get:

  1. A one-to-one call with one of our founders.
  2. A detailed and custom tax plan with multiple strategies designed for you.
  3. Guidance on how to implement the strategy to recognize the savings you seek.

Tax Preparation

As your business gets more complex, so does your tax return.  We use our experience to bring you a streamlined process to take the headache off your shoulders.  If you have a tax plan, we also make sure the strategies in it show up on your return, giving you the savings you seek.


Tax Maintenance

Take the surprise out of taxes through regular tax maintenance.

You’ll get:

  1. A quarterly one-to-one with the tax team to make sure your tax strategies are implemented
  2. Strategy adjustments to match the changing circumstances in your business
  3. Calculations on estimated tax payments to show you what to expect and help you get your payments in on time


What our clients have to say:

  • Working with Lisa is great. She has that very personal touch. She is very professional and always looking at ways to help you focus on what's best for your business.

    D. Scott
  • Lisa's bookkeeping, accounting, and small business skills set her apart from the rest. She's strategic, professional, timely, and current in her field of study. Lisa has proven herself as an important part of my TrailTalk team.

    A. Page

Contact us today.
We’re excited to
work with you.


Contact us today.
We’re excited to
work with you.


Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

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