Need an Accountant?

I'm not an accountant and can't do your taxes, but don't worry, I got some people for you 🙂

 

Tax planning is an integral part of a good financial plan, and I can advise on many tax situations, like:

  • Which expenses you can deduct as a self employed person in your particular industry

  • Which business structure makes the most sense for you tax-wise, based on your income, industry, and goals

  • How to properly separate your business and personal expenses

  • How to track your business expenses so tax time is breeze

  • How to plan for estimated tax payments

  • How to use IRA contributions as a strategy to reduce your tax liability

  • How to determine the tax consequences of selling investments and stock options

What I CAN'T do is actually do your tax returns, run payroll, or do bookkeeping for you.

 

Instead, I work closely with some awesome accountants who are able to work with clients across the country.

The best part about them all is that they not only help you with your taxes, but will actually take the time to explain what the heck they did.

No more one word email responses and grunt-y phone calls.

Below are the accountants we recommend you reach out to:

(they can all work with clients across the country so just find someone that's a good fit for you!)

Note: we don't receive any fees or kickbacks for referring these accountants, we just think they're awesome!

Tax Preparation

Treehouse Taxes (based in NYC and CA)

Email: info@treehousetaxes.xyz 
Phone in NYC: 929-359-2873
Phone in CA: 510-858-5349
Website: treehousetaxes.xyz

Sheila Brandenberg, CPA

Sheila Brandenberg, CPA
Email: sheila.brandenberg@cpa.com
Phone: 929-244-3743
Website: sheilabrandenbergcpa.com

Amy Elaine Smith/Philly Tax Prep

Amy Smith
Email: amy@amyelainesmith.com
Phone: 215-275-7019
Website: amyelainesmith.com, phillytaxprepforartists.com

Full Service Accounting (Bookkeeping, payroll, and tax prep)

Inspired Vision Tax

Robert Colon
Email: robert@inspiredvision.tax
Phone: 201-537-5373
Website: inspiredvision.tax

McCarthy Tax Preparation

John McCarthy, CPA
Email: john@johnmccarthycpa.com
Phone: (513) 239-7446
Website: johnmccarthycpa.com
**taking clients after May 2021**

Gradient Accounting

Kristin Disbrow Meador, CPA
Email: kristin@gradientaccounting.com
Phone: 615-870-4253
Website: gradientaccounting.com