For Freelancers and Agencies Generating $10K+ Per Month
Optimize Your Taxes with a Free Tax Strategy Call
Here's How Our Free Tax Session Can Help You:
Guaranteed Maximum Savings
We will guide you through the process of recovering every dollar you're entitled to as an agency owner.For Agency Owners, By Agency Owners
We understand the challenges of running an agency because we've been there. Our tailored tax solutions are designed specifically for agency owners and freelancers, helping you save time, reduce stress, and maximize profits.100% Accuracy
We guarantee the accuracy of your estimated return and will work diligently to ensure it's as accurate as possible.Always Free
Our estimate is free and only takes 15-30 minutes to complete. There's no pressure to keep working with us afterward.
We specialize in concierge-level bookkeeping and tax services for agencies and freelancers. Let us handle everything while you focus on growing your business.
$3,200
Average Client Savings
2,000+
SMB Returns Filed
500+
Happy Clients
What Our Clients Are Saying
I’ve really loved working with Vlad this last year. He’s taken basically everything off of my plate and allow me to do what I do best: run my business. Vlad is the star of the show behind the curtains making sure everything else continues running smoothly!
Patrick Cason
Patrick Cason LLC
Vlad excelled at taking my rather complex self-employment situation and optimizing it for the best tax return. Highly recommend working with him. He handles both my business and personal taxes and the process is very smooth.
Wenger Media
Vlad got our personal and corporate taxes and bookkeeping all tidied up and helped us understand the structure of our financials and payables in an easy-to-understand way. He was quick to respond and I definitely recommend him.
Local PPC Agency
Our company has worked with Vlad for our business accounting and tax needs for over a year. Vlad was prompt and timely to respond to all our questions. We threw a lot at him and he always responds very quickly. So helpful! We high recommend him to anyone looking!
GoodGood Media
Our Team
Vlad Rusz, CPA
I was born an entrepreneur, growing up in Romania just before the fall of communism, where my grandparents ran a black-market fur coat business and my father later launched a bottling plant. In 1997, my family immigrated to Chicago with $3,000 and no English skills, eventually starting a mortgage brokerage that shaped my entrepreneurial spirit. At 18, I launched my first business, which was more of a learning experience than a success, prompting me to refocus on education. After working in banking and joining my family’s logistics company, I earned CPA and CMA certifications in 2019, solidifying my expertise in accounting and consulting while preparing for future opportunities.
Brian Becker
I've been starting businesses since college, learning from every failure and success. However it wasn't until working on my financial literacy that I really understood how to build a stable, profitable company. "Let the numbers be the guide" now exists at the center of all my strategic decisions—and I owe much of that education to working with Vlad. I understand what a huge shift knowing your numbers can be for entrepreneurs, so when the opportunity to partner with my current cofounder (Will) and Vlad on a project to help other business owners learn and execute with those same strategies, I jumped at the chance.
Will Evans
I started my journey as a college freelancer, building websites for extremely low rates without realizing it was my first step into agency work. After a brief stint in consulting post-graduation, I launched my own eCommerce businesses on Amazon FBA and Shopify, often relying on freelance projects to cover cash flow gaps and basic living expenses. Over time, I transitioned into running an email marketing agency, first with SellerFlows and later FlowCandy, which grew steadily but struggled financially until I met Vlad, who helped me implement strong financial controls. Now, I’m passionate about sharing those financial systems with other freelancers and agency owners to help them achieve stability and success.
Our Services
Complete Income Tax Preparation
We provide an all-inclusive, fixed price service to prepare your annual income tax returns. This covers your federal return and any state returns. Our dedicated team handles all the necessary forms, so there are no surprises later.
Strategic Tax Planning
Our expert tax professionals will study your business to craft a personalized tax strategy. This approach is designed to minimize your tax obligations and maximize your savings, preventing any year-end tax shocks.
Precise and Timely Bookkeeping
Leave the meticulous task of bookkeeping to us. We’ll ensure your financial records are always well-organized and updated, allowing you to have a clear financial picture of your business at all times.
Quarterly Tax Reviews
Bid farewell to year-end tax surprises. We conduct a comprehensive review of your financials every quarter and tweak your tax strategy accordingly. This proactive approach keeps you informed about your tax obligations and helps dodge penalties.
Comprehensive Payroll Management
Payroll can be one of the most complicated parts of running a small business. We partner with Gusto to offer a complete payroll package, ensuring you meet all government registrations and deadlines, thereby avoiding hefty penalties.
Round-the-Clock Support
Our team of experts is always just a call or email away. We’re ready to provide you with the support and advice you need to ensure your business is always tax compliant.
Peace-of-Mind Guarantee
We’re so confident in our services that we promise to cover any penalties or interest if they arise from our mistakes. Furthermore, all our tax returns come with Audit Defense, which means you’ll have professional representation if you ever face an audit. We’re here to ensure you have complete peace of mind when it comes to your business’s tax compliance.
Frequently Asked Question
What will we do on the Free Tax Strategy Call?
On the call, we’ll learn about you and your business, ask a few basic questions about your bookkeeping and tax needs, so that we can provide the best possible advice.
Where is the Free Tax Strategy Call?
The call will take place on Google Meet. Once you book a time that works for you, simply click the Google Meet link in the calendar invite to join.
Who is your ideal client?
Our ideal client is a small business owner located in the USA with no foreign owners or foreign investments. Ideally, these businesses have a net income between $50,000 and $500,000.
How fast do you respond to messages if I become a client?
We can respond to emails within 24 hours and can also setup a Slack connect or Slack channel for instant response during US business hours.
What state do I have to be located in?
We serve clients in many cities and states across the US. The only exception being NYC.
Can you assist a business owner with rental properties or crypto?
Certainly! Many of our clients are business owners who also own rental properties or crypto.
How can your bookkeeping service benefit my business?
Keeping precise and timely records is crucial to understanding your business’s financial health. By entrusting us with your bookkeeping, you’ll always have an up-to-date view of your financials. This enables you to make informed decisions and provides us with the necessary data to optimize your tax strategy.
How does your payroll management work?
We partner with Gusto to offer comprehensive payroll services. This ensures you’re fully compliant with all government registrations and deadlines, helping you avoid costly penalties.
What bookkeeping software do you use or recommend?
QuickBooks Online
What if I have overdue taxes from previous years or forgot to file?
No problem! During the onboarding process, let us know about any outstanding taxes, and we’ll include them in your plan.
Can you assist me if I don’t have any bookkeeping setup yet?
Yes, we’ve assisted numerous clients in setting up their bookkeeping. Our approach ensures a stress-free process for you.
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Simplifying taxes for consultants and small businesses with expert prep, filing, and personalized support. Trusted. Reliable. Stress-free.
