You've seen what's possible,
Now Let's find your number.

Book your Free Financial Assessment below. A 60-minute strategy meeting with Simon Hase, CPA, to find out exactly how much you're overpaying and what to do about it.

Only 2-4 new client slots available per month.
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✔️ NO COST OR OBLIGATION
✔️ 60 MINUTES
✔️ REAL INSIGHT
What happens on this meeting:
1. Come prepared to talk about your business financials and taxes

2. Summary of your growth or continuation plans

3. What would you do with extra tax savings or cash flow?

This is not a discovery call with endless questions. It's a first step in improving your business cash flow. Come ready to talk numbers.
What happens after the meeting:
If we're a good fit, here's what happens next:

We'll review your tax returns and most recent financial reports or QuickBooks to show you some key financial metrics and how much we can save you in taxes right away.

If you want to move forward, you get our "cancel anytime" agreement. We believe in creating a lasting relationship, not pressure.

First 30 days: You'll get a custom tax plan built around your business, entity structures, personal goals and we start implementing strategies.

Year-round quarterly meetings. Strategy sessions, proactive adjustments and tax projections as your business or the tax code changes. Not just at tax time.
Simon Hase, CPA
Founder | Tax Planning CPA & Growth CFO
15+ years helping business owners improve their cash flow and pay less in taxes. 

I've worked with thousands of business owners, the ones that are profitable but still writing checks to the IRS that shouldn't be that big.

The average client saves $78,652 per year once we have a real plan in place.

This first meeting is where that starts.
Is this just for business taxes or personal too?
Both. Business owners' personal and business taxes are connected. Treating them separately is one of the main reasons owners overpay. We plan both together.
I just filed my taxes, is it too late to help for this year?
Filing is backward-looking. Planning is forward-looking. Most of the strategies we use apply to the current year and can be implemented before December 31. The earlier in the year we start, the more we can do.
How is this different from what my CPA already does?
Most CPAs file returns. Few do active tax planning because the billing model doesn't reward it. We're built the other way, we're paid to find and implement strategies year-round, not to process paperwork at tax time.
What if I'm not a good fit?
We'll tell you on the call. We only take on 2-4 new clients per month and we're selective, the assessment is free because we'd rather spend an hour qualifying than sign up a client who won't see results. We're looking to build a long-term relationship. Our average client stays with us for over 7 years.
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