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Your time is valuable. Stop spending it on your taxes.
How we give advice
Enrolled Agent
As an Enrolled Agent (EA), Christopher Johns is a federally licensed tax expert authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS. With extensive training in tax law and a commitment to ethical standards, Christopher specializes in both personal and business tax preparation as well as ongoing planning to stay up to date on changes to the tax code.
Straightforward Pricing
We offer 3 tiers of service depending on your unique needs and stage of your business, starting at $500 per month. All packages include the listed services with no additional or hidden add-on fees or hourly invoices. Compared to the old school option of hiring a full-time employee, it's a bargain. Visit our services page for more information.
QuickBooks Certified ProAdvisor
As a QuickBooks Certified ProAdvisor, Christopher Johns has demonstrated advanced expertise in QuickBooks Online, helping business owners streamline their bookkeeping, maintain accurate financial records, and make smarter financial decisions. From setup and clean-up to monthly management and reporting, Christopher ensures clients have the clarity and confidence they need to grow their business with ease.
Modern Approach
Most tax firms focus on tax preparation - looking over the past year to make sure your income, deductions and credits are reported correctly. We take it a step further with ongoing tax guidance to avoid surprises at tax time. Incorporating bookkeeping and investment advice makes us a one-stop shop built specifically for entrepreneurs, business owners, and content creators.
President, Tax Advisor
A bit about me
I started my career in financial services in 2008 (great timing, right?) and have held various positions in the industry, from delivering personalized financial advice, to trading, to compliance. I learned quickly that my favorite was working with everyday people, where I can make a true impact in their financial lives.
However, working for a company always meant some sort of sales goal that made clients seem like just another number, which I didn't jive with. I do my best work when I truly get to know what makes people tick - the human side of financial planning, not just the numbers.
As a gay man, I always wanted to start a firm that catered to the LGBTQ+ community. We often have unique financial considerations like dual-income households, either no kids or planning for adoption/surrogacy expenses, age gaps, and more. Plus, real financial planning requires a deep understanding of your personal values, and that means providing a place where our community can let their guard down, knowing I'm on your side.
So, I started my firm to "spark" change in our community for the better. See what I did there?
We use the latest financial tech to remove friction.
Gone are the days of the 50-page "financial plan" that you'll never look at after walking out of your old advisor's fancy office.
Using modern financial planning software, you can log in and track your progress, review your financial to-do's, and easily see how life events can affect the goals we've created together - all in one place.
Less time spent on paperwork and antiquated processes means more time for you focus on living your best life.
Encrypted portals & document vaults
Paperless onboarding
Zoom meetings to keep the human element alive
Onboarding & Ongoing advice
Unfortunately, taxes aren't a one-time thing. We do our best work with people who are looking for an ongoing partnership that will free up your time and make sure things are done right. If this sounds like you, let's chat.
Mutual Fit
A no-cost, no-obligation conversation to discuss your situation. We'll address any questions you may have and determine if our expertise is a match for you and your financial situation.
Get Organized
After deciding to work together, we will gather all relevant financial and business information through our secure online portal. We'll have a 60-90min Zoom meeting to review it all together as well as define goals and expectations.
Plan Presentation
After a bit weeks behind the scenes, we will meet to present our recommendations with a personalized tax and bookkeeping plan. It will include detailed action items and our ongoing services to keep you on track.
Progress & Updates
We will meet every Spring and Fall to review your progress and adjust your plan based on any life events or changes. Between our meetings, we keep your books up to date, make sure estimated tax payments are made, and keep you out of trouble with the IRS.
Let's explore a partnership.
Schedule an intro call to see if we're a good fit to work together.
