Taxes and Financials made simple for real life.
Get your taxes done with no stress
Spend more time on what matters to you
Slash your tax bill with expert tax planning
Working with your accountant shouldn’t be hard.
Most accountants don’t get YOU.
Ever been frustrated?
Not getting proactive ideas to save on taxes
Billed for work that’s not helpful.
Been ghosted by your tax professional after calls or emails
Getting zombie-like responses when you ask questions
Constantly hearing complicated tax jargon
Frustrated dealing with your accountant?
Worried about paying taxes?
We Get it.
If you want something different…
You found the right spot.
One place to get everything you need.
(and we make it easy)
What You Get
We help hundreds of clients each year with:
Strategic Tax Planning
Trusted Tax Preparation
Maximize Your Tax Savings
Reliable Bookkeeping
Business Advisory Support
We know how it feels to be stressed about your finances and not have any help.
Maximize Your Tax Savings
You work hard for your money.
We use modern, legal strategies to ensure you don’t pay more in taxes than you have to.
Advanced Entity Tax Optimization
Retirement & Compensation Tax Strategies
Quarterly & Year-End Tax Planning
Entity Selection & Setup Support
Expense Deduction Optimization
Estimated Tax Payment Planning
How It Works
Schedule a Free Chat
We meet online and see exactly how we can help you.
See Your Options
Get up to three plan options for advanced tax strategies or business needs.
We Get to Work
Once we agree on a plan, we’ll onboard you and get started saving your taxes!
“Our People” Vibe
Erich T.
Before I started working with Jesse my tax bill was very large and the cost of getting my taxes done was very high. Then my partner turned me onto to Jesse for help. I am so glad that I made the switch. Turned out my previous tax professionals were either lazy or didn't know what they were doing and I paid thousands in unnecessary taxes. Jesse intermediately pointed out several ways I could relieve my tax burden which has been a game changer for me. Since I started working with him I actually got tax refunds instead of having to pay. I wish I had found him sooner!!! I would have saved me a lot of money and grief if I had. I can't recommend his services enough. If you feel called to work with him at all do it. You won't regret it. Thank you Jesse for turning my financial life around. Feels great to finally get a tax refund while being able to save for my retirement. Thank you.
Joe P.
Jesse Gleaton is a rare human being who brings a new level of consciousness and impeccability to accounting. He has a gift of transforming what can occur as overwhelming into a sea of calm. I no longer dread handling this part of my business as I know Jesse is on our team.
Lisa C.
Working with Jesse gives me the confidence to focus on my business knowing he's focusing on my books. He's always looking out for opportunities to save me money, time and be more effective with my taxes. He's quick to respond and explains things in a simple way that helps me become a more informed business owner.
Keith S.
I had investments, stock options, kids in college, and a side business I was trying to run. All on top of my day job. I had no idea what I should do when it came to tax season. When Jesse and the team stepped in they saved me thousands with solutions I didn't even know existed!
Get Started Today.
Don’t Waste time working with a firm you don’t like.
Book a free chat today.
See exactly how we can help you.
Simplify your life & stress less.