Is switching CPAs going to be a mess?+
Less than you'd think. Everything runs through one secure portal where you upload documents, answer our requests, sign the engagement letter and message the team. Our accounting team gets your books current first, and from then on you have one team instead of three, so you stop relaying messages between your bookkeeper and your CPA.
Will these strategies hold up if someone questions them?+
That's the reason we're built the way we are. The licensed CPAs who design your strategy also prepare and sign your return, so everything we recommend is something we'll put our own name on. We don't get clients a lower bill by filing aggressively. We get it by deciding things early, while there's still time to do them properly.
Do I need a CFO already?+
No. That's the point of bringing one in part time. If your company already has a strong finance lead, we work alongside them. If it doesn't, we fill that seat.
What does it cost?+
Our packages are priced to your company's size and scope, so there's no price list on our site. The fee is quoted up front on the strategy call. And if you don't save at least $300K in taxes this year, you don't pay our planning fees.
It's already the fourth quarter. Is it too late for this year?+
No, but the calendar matters. A good share of what cuts a 2026 tax bill, like owner salary paid out through payroll, 401(k) deferrals withheld from pay and machinery put to work, has a December 31st cutoff. That's why we start the moment we're on board.
When will I actually see the savings?+
The savings land when your return is filed. Because the planning happens during the year, you see the plan and what it saves you before December 31st, and when April comes you're signing a return you already expected.
Do you work with businesses outside Michigan?+
Yes. Our headquarters is in Troy, Michigan, we have offices in Florida and California, and we've served clients in all 50 states.
What should I bring to the strategy call?+
The company and personal returns you filed for 2025, and your profit and loss through last month. You can send them early through the Share Safe upload on our Client Center page. And if a business partner weighs in on big money calls, bring them along.