Best-In-Class Tax & Business Advisory

We work with small businesses and busy professionals to bring order to their lives

 

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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.

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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.

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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.

small-business-accountant

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.

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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!

QuickBooks ProAdvisor
AICPA-Member
Georgia Society of CPAs
Certified Financial Planner

Access our Tax Planning Guide

Learn tax-planning strategies and tips for busy professionals and small businesses.

Thank you for reading our Tax Planning Guide!