Frequently asked questions
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.
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.
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.
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.
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.
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.