Your dedicated CPA team. An AI-automated back office.
Real CPAs own your relationship, your strategy, and your outcomes. Behind them, our automation engine handles the busywork — so your experts spend their time on you, not on data entry. Serving individuals and businesses in all 50 states.
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Clients served
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States covered
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Years of expertise
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Avg. annual savings*
*Average savings for tax-planning clients with active strategies; individual results vary.
Full-spectrum services
Everything your money needs. One firm.
Why we're different
Old-school CPA firms bill hours. We engineer outcomes.
Most accounting firms still run on spreadsheets, fax machines, and tax-season panic. We rebuilt the entire experience around automation — so our experts spend their time on strategy, not data entry.
AI works the back office
Our automation engine handles intake, reconciliation, and deduction scanning behind the scenes. Your CPA reviews, decides, and signs — always.
Radically faster
Automated document intake, e-signatures, and instant status updates. Most returns are done in days, not weeks.
Nationwide, digital-first
Based in Texas, built for the whole country. Secure portal, virtual meetings, multi-state expertise — geography is irrelevant.
Bank-grade security
Encrypted document exchange and strict access controls. Your financial data never travels over email.
600+ deductions scanned on every single return — automatically.
Your team of experts
Real CPAs. Real accountability.
Technology runs our back office — but people run your engagement. Every client is matched with a dedicated CPA team that knows your name, your business, and your numbers.
Manoj Kumar, CPA
Founder & Managing Partner
Tax strategy for high-net-worth families & closely-held businesses. Visionary behind the firm's AI-automated back office.
Sarah Whitfield, CPA
Director of Tax Strategy
Multi-state planning, entity structuring & year-round tax optimization
Arjun Mehta, CPA
Head of Business Advisory
CFO advisory, startups & growth-stage business consulting
Elena Ramirez, CPA
Client Onboarding Lead
New-client discovery, business deep-dives & bilingual service (se habla español)
Marcus Boyd, CPA
IRS Resolution Specialist
Audit defense, back taxes, penalty abatement & IRS negotiations
Grace Lin
Bookkeeping & Payroll Manager
Monthly close, payroll compliance & clean books for growing teams
The compounding effect
Proactive planning out-earns reactive filing.
Filing once a year captures pennies. Year-round AI-assisted strategy — entity structure, retirement stacking, credit harvesting — captures thousands. The chart shows average annual tax savings for our planning clients versus a typical file-and-forget approach.
- Advance Tax planning clients
- Typical once-a-year filing
Average annual tax savings
Thousands of dollars ($K), planning clients vs. typical filing
How it works
From first hello to filed return — frictionless.
Deep-dive onboarding
Our guided onboarding captures your full picture — business, goals, pain points — so your CPA arrives at the first call already prepared.
Upload once, securely
Snap photos or drag files into your encrypted portal. Our automation extracts and organizes everything.
Your CPA team goes to work
The back-office engine scans 600+ deduction opportunities; your dedicated CPA builds and verifies your strategy.
File, save, repeat
E-sign, we file, you save. Then we keep planning year-round so next year is even better.
Client stories
Real people. Real savings.
“They restructured my LLC into an S-Corp and found deductions my old CPA never mentioned. Saved over $14,000 in the first year alone. The AI assistant answered my questions at 11pm on a Sunday.”
Marcus R.
E-commerce founder · Austin, TX
“I had three years of unfiled returns and an IRS notice that kept me up at night. They reconstructed everything, negotiated the penalties down, and I never had to speak to the IRS once.”
Danielle K.
Consultant · Chicago, IL
“We moved our bookkeeping, payroll, and taxes to them from three separate providers. Books close by the 10th, payroll runs itself, and the quarterly strategy calls actually move the needle.”
Priya & Sam T.
Restaurant group owners · Dallas, TX
“As a remote-first startup with employees in nine states, multi-state compliance was a nightmare. Now it just... happens. Their fractional CFO support helped us raise our seed round too.”
Alex G.
SaaS co-founder · Denver, CO
Ready when you are
Stop overpaying taxes. Start advancing.
Book a free consultation — in any of the 50 states. Our team (and our AI) will show you exactly where you're leaving money on the table.