480-240-0194
  • CPA-LED · RETAINER-FIRST · SINCE 2024

The CPA firm built for IT MSPs

Proactive tax strategy and real accounting for business owners who want a partner, not a once-a-year tax preparer. We go deep on the industries we serve, so you get a CPA who understands how your business actually makes money.

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Meet Your CPA
No long forms. No sales pressure. Just a real conversation about your business.

Deep niche

expertise

Nationwide

multi-state ready

Retainer-first

no surprise invoices

Licensed CPA

full-service firm

WHY SPECIALIZATION MATTERS

Most accountants treat every business the same

We don’t. We learn how your business actually runs, the way you bill, the margins you watch, the tools you depend on, and we build your tax and accounting around it. That depth shows up as real strategy and a lower tax bill.

Recurring revenue done right

Subscriptions, retainers, and deferred contracts handled properly, so your financials reflect how your business really earns.

Multi-state nexus and compliance

Clients or customers in a dozen states? We track where you owe, file what’s required, and keep you out of trouble before it starts.

Proactive tax strategy

S-corp election, reasonable comp, accountable plans, and bonus depreciation, planned in advance instead of at filing.

BUILT FOR THE IT CHANNEL

Run an MSP? We're fluent in your stack

Managed service providers are our specialty. You won’t waste a single meeting explaining what an MSP does or why deferred revenue matters. We already know your tools, your vendors, and your margins, and we know where the tax strategy hides.

GTIA
Proud member
of the Global Technology Industry Association
ConnectWise
Kaseya
Autotask
HaloPSA
Datto
NinjaOne
Pax8
ConnectBooster
QuickBooks Online
Gusto
Not in the IT world? No problem. The same habit of learning a business inside and out is exactly what we bring to every client we serve.

WHAT WE DO

Full-service, on one retainer

Tax Preparation and Filing

Federal, state, and multi-state returns filed accurately and on time.

Multi-state nexus and compliance

Year-round planning to legally minimize what you owe through entity structure, comp, and deductions.

Proactive tax strategy

Clean, accurate books built for recurring-revenue businesses.

Entity and S-Corp Planning

Reasonable comp modeling, salary vs. distribution, and entity optimization.

Advisory and Fractional CFO

Cash flow, margins, and KPIs from a financial partner in your corner.

Individual Tax Returns

Personal returns for owners and individuals, coordinated with your business strategy.

HOW IT WORKS

Getting started is simple

01

Reach out

Call us or submit the form below. A quick, no-pressure conversation to start.
02

Get a clear plan

We map out exactly how we’ll handle your tax, books, and strategy, and what it costs.
03

We take it from here

One flat retainer. Proactive, year-round. No surprise invoices, ever.

QUESTIONS

Frequently asked

Do you only work with MSPs?
MSPs are our specialty, but we work with all kinds of small businesses and individuals who want a proactive, year-round CPA. The best way to know if we’re a fit is a quick call.
Yes. We’re based in Mesa, Arizona but serve businesses and individuals nationwide. Multi-state filing and nexus is part of what we do every day.
We’re retainer-first, a flat monthly fee that covers your tax, books, and advisory. No hourly billing surprises and no scrambling at tax time.
Absolutely. Multi-year non-filer cleanup and notice resolution are squarely in our wheelhouse. We’ll get you caught up and back in good standing.
Submit the form on our contact page or give us a call. We’ll have a short, no-pressure conversation to understand your situation and tell you honestly whether we can help.

Ready to stop overpaying and start planning?

Let’s have a real conversation about your business. It’s free, and there’s no obligation.
Book a Free Consultation
480-240-0194