Best-In-Class Tax & Business Advisory
We work with small businesses and busy professionals to bring order to their lives
Experience a Modern Approach to Problem-Solving
We help you with hassle-free tax filings, high-value planning strategies and best-in-class tax & accounting solutions to achieve your goals
Ways We Serve You
Tax Compliance
We ask you the right questions to understand your tax filings so you can relax knowing all filing obligations are met. We are in the business of deadlines.
Tax Planning
We know you want to pay less in taxes. We develop a customized plan with tax-saving strategies to take the guesswork out of your tax bill.
Tax Returns
From the initial collection of tax documents to filing, we provide a hassle-free, digital experience. We examine your situation to minimize your tax burden.
Business Planning
Whether your business is in the startup phase or preparing to sell, we can provide a wealth of expertise to help you plan your next move.
We understand tax complexity
Let us give you peace of mind with our expertise and innovative strategies. Meet with an expert tax advisor who understands the nuances of individual and small business tax needs. Tabitha Regan, CPA/PFS, CFP® and Richard Lenderman, EA serve the greater Atlanta area and beyond, with empowered clients across the US.
Schedule a Discovery call
On our intro call, we will discuss your unique tax and business situation, discuss current needs and develop a wishlist of goals and strategies for further review.
Proposal for Services
Based on the information from our intro call, we will to create a tax services proposal based on your unique planning roadmap. We will outline recommended services, timelines, and cost.
Execute the plan
After you accept the proposal, we will kick-off with an onboarding call to discuss next steps. We will get you on track with current needs and start working towards your planning goals.
Schedule a Discovery Call Today!
