Accepting new tax clients for end-of-year cleanup.Start here.

Tax Advisory

Tax-Ready Books for owner-led businesses and high earners.

We clean up your bookkeeping so your tax planning and return start from accurate numbers — then keep your books clean with plain-English monthly reporting and planning timed to the tax calendar.

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Tax-Ready Books cleanup

A one-time cleanup and reconciliation so your numbers are clean and current before tax season.

Monthly reporting

Plain-English monthly statements you can actually read — no jargon, no guesswork.

Planning sessions

Planning timed to the tax calendar, so nothing sneaks up on you.

How it works

  1. 1.Book a call — a 30-minute discovery, no pressure.
  2. 2.We scope it — we look at where your books are today.
  3. 3.Fixed-fee cleanup — clear scope, clear price, no surprises.
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Tax returns are prepared and signed by James F. Austin III, an IRS PTIN holder and IRS-authorized e-file provider. Please don't send tax documents or SSNs through this site.