Tax Preparation & Planning · 100% Virtual · Serving All 50 States
Tax preparation, planning, and IRS representation for business owners and high-income professionals — delivered by people who know exactly how the agency operates.
Two former IRS Special Agents — one a Special Operations veteran, one a CPA and former IRS auditor — now working exclusively for taxpayers.
Meet the team →Why First There
Most tax advisors prepare returns. We prepare returns, develop strategies, and anticipate problems — because we've seen what the IRS looks for, how audits are selected, and where returns fall apart under scrutiny.
That means fewer surprises, better planning, and representation that actually knows the process if you ever need it.
What We Do
Comprehensive tax and accounting services for those with complexity.
High-income professionals, investors, self-employed, and multi-state filers with complex income situations.
Whether you have a partnership, S-Corp, or C-Corp, your entity return gets done right the first time.
Year-round strategies to legally reduce your tax burden before December 31st — not after.
Audits, notices, collections, and resolution — handled by people who used to work on the other side of these cases.
Form 990 preparation for tax-exempt organizations. Compliance-focused and thorough.
Clean books are the foundation of accurate returns. We keep them that way.
Ideal Clients
We work primarily with SOF veterans, high-income professionals, and small business owners who want tax advisors who are responsive and actually care.
"We built this firm for clients who need a tax advisor who understands their full financial picture and can build a forward-looking strategy to minimize their tax burden — in both the short and long term."
— Matt, Co-Founder
"In America, there are two systems of taxation —
one for the informed and one for the uninformed.
Both are legal."
— Judge Learned Hand
Get Started
Start with our intake form or schedule a call. We'll tell you quickly whether we're the right fit — and if we're not, we'll point you in the right direction.