The Solution

We focus on small and medium size accounting firms in the San Francisco Bay Area.


  1. Assess the risk - is there a plan and is it implemented? This is step 1 and we make it affordable


  1. If no plan, write the plan - We use the IRS template (linked in free stuff above). The easy part


  1. Implement the plan - This is were most need help to do it simply and affordably. If you are here and confused we can help


  1. Audit the plan - Check-in to see how the plan is going over time - annually recommended