Your tax return, done right — and explained.
An Enrolled Agent prepares your return, then walks you through it on video — every deduction, every number. Tax prep from $500. We won't oversell you.
Most people meet their preparer once a year. Then hope.
You hand over documents, get back a PDF you can't read, and a bill you didn't expect. We do it the other way around — you'll understand every number before it's filed, and you can reach us in July, not just April.
"We keep TABS. You keep more."
An Enrolled Agent, not a seasonal desk
The IRS's highest credential — earned by exam, with unlimited rights to represent you in an audit or notice.
A video walkthrough of every return
You see what we filed and why — the deductions, the strategy, the numbers — in plain English.
The returns most shops punt on
Equity compensation, rentals, oil & gas, film, S-corps — the situations that need someone who's seen them before.
Honest scope — from $500
Prep starts at $500, advisory at $1,500. We'll tell you what you actually need. We won't oversell you.
Three ways we work with you
Start with a return. Grow into a strategy. Hand off the books when you're ready.
Tax Preparation
Federal and state returns done by an EA, reviewed line by line, and explained on video. Compliance is the first step, not the finish line.
From $500Advisory & Planning
We look forward, not just back. Entity choice, equity-comp timing, estimated payments — so your tax return stops being an expense and becomes a strategy.
From $1,500Bookkeeping & Accounting
Messy books are like a messy room — you think you know where everything is, till it's time to find it. Cloud books, payroll, and real-time reports you can act on.
Let's talkWe take the returns other shops send back.
If your tax situation has a footnote, you're in the right place. We built the firm around the cases generalists avoid — starting with equity compensation for tech and medical professionals.
RSU Tax Calculator
Your employer withholds vested RSUs at a flat 22%. In a higher bracket, the rest waits for April.
"Rooted in Brooklyn. From California. Working in Texas. Serving everywhere."
An EA-led firm that treats your return like it's our own money on the line.
DFW Metro Area
Dallas · Fort Worth · Plano · Southlake · Frisco · Irving · Coppell · McKinney · Allen
New York City / Tri-State
Brooklyn · Queens · Bronx · Long Island · Westchester · New Jersey · Connecticut
Questions worth asking first
How much does it cost?
Tax prep starts at $500 and advisory at $1,500. The exact number depends on complexity — an S-corp with equity comp isn't a single W-2. We quote you before we start, and we won't oversell you.
How are you different from other CPAs and preparers?
Two things. You get an Enrolled Agent who can represent you before the IRS, and you get a video walkthrough of every return, so you actually understand what was filed. Most shops hand you a PDF and disappear until next year.
Who do you work with?
Employees with equity compensation (RSUs, ESPP, ISOs), rental-property owners, medical professionals, and business owners in service, film, and oil & gas. If your return has a footnote, it's our kind of work.
Do you work with clients outside Texas and New York?
Yes. We're based in the DFW metro and the NYC tri-state area, and we work virtually with clients nationwide. Federal is federal, and we handle multi-state returns every season.
Let's see if we're a fit.
A short call, no pressure. We'll look at your situation and tell you honestly whether we can save you more than we cost. If we can't, we'll say so.
Surprises are nice when it's your birthday, not when it's a tax bill.