Business owners, investors, real estate holders, crypto traders, high earners. If your situation is simple, we'll point you in the right direction — but complexity is where we earn our keep.
Individual and business tax returns done right — with proactive planning built in so April never catches you off guard.
Clean books, accurate P&Ls, and a clear view of your financial health — handled by QuickBooks ProAdvisor-certified professionals.
From entity formation to scaling strategy, the kind of high-level business counsel most firms save for their biggest clients.
Crypto taxation is genuinely complex. We've been in it long enough to know every angle — trading, staking, DeFi, NFTs, and more.
A dedicated expert and year-round advisory on a simple monthly plan. One-time onboarding, then monthly ACH — no surprise April invoice.
CFO-level financial leadership without the CFO salary. For owners who've outgrown gut-feel decisions but aren't ready for a $250K hire.
Notices, audits, penalties, years of unfiled returns — as Enrolled Agents we have full authority to stand between you and the IRS. Our record: they haven't beaten us yet.
TaxApp — the proprietary platform we built for ourselves — runs Velocity every day. It eliminates the paperwork and automates document collection, so your expert focuses on strategy.
Scaled by complexity, entity count, and scope.
Annually — typically recovered in savings and strategy.
Ever. No per-question billing, no surprise invoices.
Subscription plans available for year-round advisory, bookkeeping, and priority access. Contact us for current pricing →
We'll look at your last two years of returns and tell you exactly what we'd do differently — and what it would cost.
