Have a Clear Path to Financial Freedom

Make your business work FOR you!

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More Certainty

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More Money

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More Time

You work too hard to be financially stuck

We provide business, tax, accounting, and operational strategies that maximize your personal wealth. Stop spending your valuable time putting out fires and reclaim control of your business. Your dedication deserves financial and personal freedom.

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Have Your Dream Advisor

Experience the devotion and commitment of an integrated Unboxed Advisor.

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Maximize Your Money

Grow your wealth by implementing strategic insights and personalized solutions.

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Follow a Clear Path Forward

Say goodbye to doubts as we guide you to where your money will work best for you.

We Don’t Just Get to Know Your Business.

We Get to Know You.

Tax Savings Strategies Implemented

CLIENT RESULTS

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COMMUNICATION ACCESS

Making it Happen

Get the Conversation Started

Begin your journey with us through an initial conversation. This is a relaxed and informal get-to-know-you call where we assess your needs, discuss your goals, and determine if we are the right fit for each other. It’s an opportunity for you to share your vision, and for us to understand how we can best support you on your financial journey.

Get Personal

Building a strong financial foundation is a collaborative process. We work closely with you, gathering insights into your unique circumstances and concerns to implement winning strategies.

Get Back In Control

Because now you have an integrated advisor who is devoted and committed to you.

Magic happens when plans come together.

Taxes. Business. Personal. Financial. One Place.

As a successful entrepreneur, you’ve reached some impressive heights, but let’s be real – the road to true financial freedom can be unclear. We offer an integrated approach, taking you from financial uncertainty to clarity, ensuring a legacy that resonates with you and your future plans.

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This Firm is NOT a CPA Firm.

We’ve completely transformed traditional CPA services to cater to your unique needs, offering a membership program that delivers comprehensive support exactly where and when you need it. As accounting renegades, we challenge conventions and drive efficiency to propel you forward as a leader in pursuit of ultimate financial freedom. Our integrated approach ensures seamless collaboration among your various experts, from financial advisors to estate planners, all orchestrated by your dedicated advisor. Together, we’ll craft a personalized plan that covers every angle of your personal, business, financial, and wealth aspirations, ensuring every aspect of your financial journey aligns with your goals.

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Get Unboxed From the Start

We’ll give you a recording of the meeting along with an outline of the items you need to follow-up on so that you can share accountability within your organization.

Available for $2,999!

Entity Sandboxes

State options
Federal designations
What you are now
EIN & Required filings
Make a Smart S Corp Election

Key Income Concepts

Cash basis defined
Types of income
Self-employment income
Best way to pay yourself
Paying taxes quarterly on your income
Profitability intentions – Hobby vs. Business
Material participation and passive/nonpassive income
Real estate limitations and possibilities
FAQ’s on capital gains

Deductions

Defining ordinary and necessary
Required documentation/support
Receipt rules
Deduction Do’s & Don’ts
Typical questions – autos, travel, meals, entertainment, contractor vs. employee
Cost deduction vs. Capitalization (improvements, depreciation, de minimis)
Retirement plan options
Incentive compensation for employees

Accounting Requirements

Software selection & automation
Bookkeeping roles & responsibilities
Importance of reconciling
Monthly accounting checklist
Frequency of financial reports
Using financial reports to make decisions
Chart of accounts / Buckets
Year-End close tasks
Segregation of business/personal activity
Discuss applicability and deadlines related to: sales tax, 1099’s, payroll taxes
Internal Controls / Checks & Balances