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
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.
Personal & Business
Cash Flow Plan
Each year we create & deliver a custom cash flow plan to optimize every dollar flowing through your accounts.
Neutralized Threats
We analyze your key numbers & deductions to protect you from the most dangerous threats to your money and income (including the IRS).
Automated Tax & Accounting
We fully utilize technology and our strategic work together throughout the year to make your tax & accounting work a breeze.
How We Work
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
Road Map
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!
What Our
Clients Think
Mira McMahon
Business Client
Bethany is very responsive to all of my questions and requests. She works efficiently and makes sure I meet deadlines. I feel much more at ease about being newly self-employed knowing that my taxes are handled by Bethany.
Kylie Clayborne
Business Client
We were referred to Bethany by a great friend for our business. After calling all of the referrals we had, we immediately felt comfortable with Bethany. Accounting, bookkeeping, and taxes are a big deal to a business's success. It was important to us for communication to be open when discussing money. She has helped mold our company from that point of view, has trained us, and continues to offer us support whenever we need it. We now use her for our personal finances as well as the business. If she doesn't know an answer, she will find it out and not leave you in the dark. We are very grateful.
Ami Taylor
Personal Client
Working with Bethany was the best decision my husband and I could have made. Not only was she extremely knowledgeable about what we needed to do in order to get our partnership taxes filed but she also gave us great advice on some tax planning for the upcoming year as well. Having a Tax Professional in your corner is a game changer!! It has helped us stay on track, stop questioning all our financial decisions, and allowed us to focus on what we do best...
I highly recommend Bethany for her accounting and tax services!!!
See if we’re a
good match…
Download our free Client Guide and learn the details about working with us.
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.