We help six‑figure earners and business owners reduce taxes with clear, compliant strategies. No jargon. No guesswork. Just proactive planning and precise filing.
Most savings come from planning before April. We map legal deductions and entity choices around your real life so your return is smoother and smaller.
Bank‑level encryption on forms and file uploads. You control what you share, and everything is handled with care.
You’ll get a simple checklist, deadlines, and status updates—so you’re never guessing.
Comprehensive tax services built for high earners—welcoming all applicants.
Individual (1040) and business returns (1120‑S/1065/1120), multi‑state, equity comp (RSUs/ISOs), rental schedules, and more.
Quarterly check‑ins and year‑round guidance so tax season isn’t a surprise.
Notices, payment plans, and amendments handled calmly and correctly.
Reliable, cloud-based software built for modern tax pros—paired with optional mentorship. Inspired by what you liked in the reference layout, adapted to MKB’s brand.
Tell us a bit about your practice. We’ll reach out to schedule a personalized demo.
If you earn $100k+ or run a growing business, you’ll feel right at home here. We welcome all applicants and tailor the plan to your situation.
We make sense of RSUs, ESPPs, bonuses, and confusing paystubs.
Practical guidance on owner pay and deductible expenses.
From long‑term rentals to short‑term stays, we keep you compliant.
Securely upload W‑2s, 1099s, K‑1s, and other docs through our encrypted portal—available 24/7.
We analyze your situation, confirm scope, and identify savings opportunities and red‑flags early.
Review the prepared return, ask questions, and approve. Convenient digital payment options.
We e‑file and monitor status. You’ll get confirmations and next steps for the year ahead.
We coordinate vesting, sales, and withholding so you aren’t surprised at tax time.
We align owner salary and distributions with the rules—clean, compliant, defensible.
We set up simple systems for income/expense tracking and depreciation.
From first invoice to year‑end filing, we reduce friction at every step.
No. We specialize in high‑income situations, but we welcome anyone who applies. If it’s not a fit, we’ll point you to a resource that is.
Every situation is different. After we review your intake and prior returns, we’ll provide a clear, all‑in quote before work begins.
Yes. We serve clients in all 50 states with secure e‑signature and uploads. Strategy calls are hosted on Zoom.
We’ll give you a tailored checklist (W‑2s, 1099s, mortgage interest, stock sale forms, rental records, etc.). No guesswork.
Takes about 5–10 minutes. Your information is encrypted in transit and at rest.
We’ll confirm your goals, paperwork, and next steps. Most calls are 15–20 minutes.
Email or call, and we’ll get back within one business day.
Email: [email protected]
Phone: (337) 240‑6270
Mailing: 5520 Johnston St Ste K PMB 1307, Lafayette, Louisiana 70503