Question 1

Who do you work with?

Accepted Answer

We work with owner-led digital service businesses that generate meaningful profits and want a proactive tax strategy, not just filing.
Examples include:

Cybersecurity firms
IT solutions and managed service providers (MSPs)
Fractional COO / CFO / executive service firms
Digital marketing, branding, and growth agencies

Most clients are solo-owned or have 2–3 owners max, and typically earn $250K+ in annual business income.

A digital service business, for our purposes, delivers knowledge-based, recurring, or project-based services rather than physical products, where tax outcomes are driven by structure, compensation, and planning decisions.

Question 2

Do you work with contractors or solo business owners?

Accepted Answer

Yes, if the income justifies the strategy.
We work with independent contractors and solo owners once business income exceeds $250K, where entity structure, retirement planning, and compensation strategy actually move the needle.
Below that level, compliance usually makes more sense than advisory.

Question 3

Do you only work with digital service businesses?

Accepted Answer

Primarily, yes. Concentration matters.
Digital service firms share similar leverage points, owner compensation, entity elections, retirement strategies, and cash-flow timing. That focus is intentional.

Question 4

What size businesses do you typically work with?

Accepted Answer

Most clients fall between $250K and $10M in revenue, with real profits and clean enough books to support planning. Below that, advisory ROI is often limited.

Question 5

What types of clients are not a good fit?

Accepted Answer

We’re likely not a fit for:

W-2 employees
Hobby businesses
Early-stage startups without profits
Anyone looking for the cheapest tax filing option

That focus protects both sides.

Question 6

How do I know if we’re a good fit?

Accepted Answer

If you own a profitable digital service business, want proactive planning, and are willing to implement strategy, not just talk about it, then a conversation makes sense.

See if you are a good fit