Tailored Accounting Services
Assets. Liabilities. Simply Balanced.
Are you wearing every hat in your business—and leaving taxes to guesswork?
→ Most business owners do it all: running the business, handling customers, managing the books. Taxes are usually the last thing addressed—and the one people feel least confident handling.
We help you step out of guessing mode by giving you clear guidance and a plan, so taxes stop being the thing you hope works out at the end.
Are you making business and personal financial decisions without knowing the tax impact until it’s already done?
→ Many decisions feel reasonable in the moment, but the tax consequences don’t show up until later—when it’s too late to change the outcome. We walk through those decisions with you ahead of time, so taxes are part of the conversation before money moves, not after.
Is your business growing faster than your tax strategy?
→ Many owners hit higher revenue levels while still using the same basic approach they had years ago. The business grows, but the tax plan doesn’t. We help align your business success with a tax strategy that supports your personal goals—so growth actually works in your favor.
Most business owners start with a tax preparer—someone who files the forms at year-end. Some find a tax partner who helps when something goes wrong. What's often missing is a true Tax Advisor—someone who looks ahead, helps you think through decisions, and connects the dots before problems show up.
That's the role we play.
Our work is built around proactive guidance and ongoing insight, not box-checking. Whether you're running a solo operation or managing a growing company, we offer two service lines that work together:
Business Accounting & Tax — for business owners who want ongoing support, oversight, and tax strategy built into how they run their business.
Individual Tax Planning — for your personal return. If you're a business owner, you'll pair one of these with your business tier. If you don't have a business, this is your track.
For business owners who want ongoing support, oversight, and tax strategy.
$350/month
For solopreneurs and small business owners under $250K who handle their own books.
You're doing the work—we make sure it's right. We review your numbers quarterly, check in with you on tax strategy, and handle your return. Includes Core tax planning so you've got a pro in your corner year-round.
$525/month
For growing businesses that need more frequent support and proactive planning.
We work together monthly instead of quarterly. More touchpoints, tighter oversight, and Clarity tax planning—two check-ins a year plus priority filing. You're still in the driver's seat; we're riding shotgun.
$775/month
For business owners ready to take bookkeeping off their plate entirely.
We handle your books quarterly—completely done for you. You get an assigned specialist, clean financials, and Clarity tax planning built in. You focus on the business; we focus on the numbers.
$1,150/month
For S-Corps and partnerships over $500K ready for monthly accounting and integrated tax planning.
We manage your books monthly, prepare your business return, and build Clarity tax planning into how you operate. An assigned specialist keeps everything running smooth so you can focus on leading your business.
$1,600/month
For business owners who want concierge-level tax planning and priority access.
Everything in Professional, plus Compass tax planning—quarterly check-ins with Leslea, VIP access when you need answers fast, and priority service year-round. Your business and personal tax strategy work together.
$3,500/month
For business owners who want a strategic financial partner on speed dial.
We collaborate with your team weekly, handle annual budgeting and entity review, and make sure your compensation strategy holds up under scrutiny. Compass tax planning is built in—fractional CFO support with everything working together.
For your personal return. Business owners: pair one of these with your business tier.
$375/quarter
For individuals who want accurate, stress-free tax prep with year-round support.
We handle your return, answer your questions when they come up, and meet with you mid-year or year-end to make sure your strategy is on track. Solid tax planning without the complexity.
$525/quarter
For proactive taxpayers who want to plan ahead and reduce surprises.
Everything in Core, plus two planning touchpoints—mid-year and year-end—so you always know where you stand. Priority filing, priority calendar access, and a tax projection that keeps you ahead of the curve.
$750/quarter
For high-income individuals and families who want concierge-level planning and direct access to Leslea.
Everything in Clarity, plus quarterly planning touchpoints, IRS transcript monitoring, advisor collaboration, and VIP access when you need it. We're watching your tax picture year-round—not just at filing time.
Not sure which tier fits? Let's figure it out together. Tell us a little about your situation and we'll reach out to talk through your options.
A business owner told me he could write off 100% of his commute and all his work meals. None of it was true—but he had no one to check with. Bad tax advice doesn't just risk audits. It creates constant stress and uncertainty that affects how you run your business. Learn how to vet tax guidance and what good advice actually looks like.
Tax planning is the windshield. It's what helps you see what's coming and make decisions before you get there.
Over the years, I’ve noticed a consistent pattern among Michigan business owners. The anxiety doesn’t usually come from lack of effort. It comes from carrying financial decisions alone.
