Who We Work With

Trades: HVAC, Plumbers & Electricians

You keep homes and businesses running smoothly, and you deserve financial support that does the same.

We understand the unique challenges of skilled trades: job-based income, seasonal fluctuations, equipment costs, employee payroll, inventory management, and tight margins.

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How we help:

• Track expenses and job costs accurately

• Manage payroll and subcontractor 1099s

• Offer strategic tax planning and quarterly estimates

• Identify industry-specific deductions for tools, vehicles, uniforms, equipment, and mileage

• Keep your books clean so you can focus on serving your customers

• Provide clear financial statements for loans, bids, or growth planning

We bring structure, clarity, and professionalism to the financial side of your trade business, so you can spend more time on the work that actually pays.

Creators, Influencers & Gig Workers

We help creators, influencers, and gig workers stay on top of their taxes, without the overwhelm.

From understanding write-offs to navigating changing IRS rules, we make tax planning simple and tailored to your unique income streams.

Whether you earn through:

• brand deals

• sponsorships

• UGC

• platform payouts

• tips

• multiple gigs or side hustles

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…we ensure you’re compliant, protected, and maximizing every deduction available to you.

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How we help:

• Quarterly tax estimates so you never fall behind

• Guidance on write-offs for equipment, home office use, travel, content expenses, and more

• Clear bookkeeping for multi-platform income

• Tax planning for fluctuating income

• Support for transitioning from hobby to business

• Stress-free tax preparation with year-round communication

You handle the creativity, we’ll take care of the financial side so you can grow with confidence.

Real Estate Investors & STR (Short-Term Rental) Owners

Short-term rentals bring unique opportunities — and unique tax rules. Whether you manage an Airbnb, a vacation rental, or multiple properties, we help you take full advantage of available deductions and stay compliant with fast-changing regulations.

How we help:

• STR-specific tax planning, strategies & classifications

• Guidance on material participation tests

• Bookkeeping tailored to rental income and operating costs

• Depreciation schedules and asset tracking

• Quarterly tax estimates

• Support with occupancy tax reporting

• Clean financials for property acquisition or refinancing

We help you protect your investment, optimize your tax position, and make confident decisions as you grow your real estate portfolio.

Small Service-Based Businesses

We also proudly support local and national service providers — from one-person operations to multi-employee teams. If you rely on client work, appointments, or service calls, we’re here to help your business run smoothly behind the scenes.

How we help:

• Monthly bookkeeping that keeps everything organized

• Payroll and contractor management

• Quarterly tax estimates

• Custom financial reports to help you make smart decisions

• Sales tax guidance

• Year-round support and communication

We become your financial partner, giving you the confidence and clarity you need to grow.