Strengthening the financial foundations of growing service-based businesses
We provide personalized tax advising, strategies, and systems to small businesses in Salt Lake City, UT as well as online entrepreneurs virtually across the country.
Every growing business reaches a turning point.
Is this you?
Your business is evolving and growing faster than usual.
Your efforts are paying off, so you’re setting bigger revenue goals and planning further ahead to build on that momentum.
You’re thinking more critically about your business finances.
You’re starting to notice the gaps that come up from trying to keep track of your own finances, and it’s slowing you down.
You want to optimize your cash-flow for longterm stability.
You’re ready to expand your understanding of the available tax benefits that can help you promote and sustain your business growth.
We’re your support system for building on that momentum.
As tax advisors, we believe your success is built on more than just compliance. This is an exciting season of business evolution, and we are fully invested in supporting your upward growth.
Jennifer Mullins
Chief tax advisor
Meet your expert
tax team.
We understand the intricacies small business owners navigate day in and day out. Tax planning shouldn’t feel like a hindrance — it should be a catalyst that promotes your longterm growth.
With over 14 years of professional accounting experience, Jennifer provides high-level expertise to clientele. Her team supports a diverse array of service-based industries, which includes (but not limited to) construction, beauty, wellness, and coaching.
Our services are personalized, not automated.
We understand that small businesses have nuanced needs. We don’t believe in automating or systematizing relationships with clients who need direct involvement & personalized care.
Tax Strategy & Advising
Signature service
We help established entrepreneurs move beyond “file and forget” with proactive, profit-driven tax advising. With 15+ years of expertise, we design legally sound strategies that cut taxes, ensure compliance, and drive growth. Our virtual approach offers flexibility and convenience, keeping you informed, confident, and supported year-round.
Bookkeeping & Strategic Financial Oversight
SUPPORT SERVICE
Think of this as bookkeeping with a tax lens. Beyond monthly statements, we ensure your numbers are organized for smarter tax strategies whether prepping for quarterly payments or maximizing deductions. Clean, decision-ready financials become the foundation for confident, intentional tax planning.
Annual Tax Filing Support
Annual SERVICE
Filing is just the start. Understanding creates long-term savings. Our Annual Tax Filing Support ensures accurate, timely returns while reflecting your full business picture. We walk you through results, highlight key takeaways, and position you for stronger outcomes next year. It’s more than filing, it’s strategic tax guidance.
Favorite takeaways from clients:
S-Corp Strategy Suite
TAX PLANNING FOR SCALING ENTREPRENEURS
When you’re running an S-Corp or thinking about making the switch, you need more than generic tax advice. You need a strategic partner who understands how to leverage the S-Corp structure for real savings and scalable growth.
The S-Corp Strategy Suite includes:
Customized tax strategy plan
Quarterly tax review and payment planning
Ongoing guidance to maximize the S-Corp advantage year-round
Click the button below to learn more about the S-Corp Strategy Suite
Our Instagram is like a free knowledge-base for entrepreneurs!
We answer common questions small business owners have about finances and demystify how taxes work.
