Flexible support for your tax needs,

—year-round.

Nice to meet you. I’m Mae!

MY YEARS OF EXPERIENCE AS A CPA AND CFO FOR MULTI-6 AND 7 FIGURE ENTREPRENEURS PREPARED ME TO GUIDE YOU THROUGH YOUR TAXES WITH EASE AND GRACE.

We all know that taxes can get complicated,.. especially when your business is growing.

That’s why I’ve created flexible support for your tax needs year-round.

All packages include…

Tax Planning

Tax planning involves analyzing your financial situation to minimize your tax liability, but not at the cost of your future plans!

Let’s make a plan!

Answers When You Have Questions

Have questions about tax write offs, estimated payments, or something related to your taxes?

We’re just a secure message away!

Organized & Secure Storage

You’ll have a dedicated and secured online portal for uploading tax documents, making it easy to securely send us information!

  • "Mae has been such an amazing source of guidance and support for us

    …especially in the last year when we've had a lot of strange financial circumstances. We wanted to make sure that they were accounted for correctly - and she was so helpful in making sure that these one-off things were taken care of appropriately!

    In addition, Mae is a rock-star at knowing all of the little nuances in tax code, credits and how to best structure your finances to maximize your earnings. As a self-employed business owner, this has been so beneficial for us. I have so much peace of mind knowing that Mae is watching our finances and making sure we're doing things the right way. Thanks Mae - you're a gem!”

    -Heather R.

  • "Mae is amazing!

    She helped me with my taxes/planning and I now feel in control and like I have a plan. She answers my questions and explains things in a way that's easy to understand and doesn't talk down to me when I don't get it. I love that I have her on my team and have peace of mind. I'm now excited about money and what it can do for me. Highly recommend Mae!!! I can't say enough good things about her!!!!”

    -Shannon G.

  • "Mae was an amazing help for my husband and I this year.

    It was our first time filing since starting our marriage and my business, so I knew there were a lot of intricacies that we wanted to make sure were handled correctly.

    Not only did she prepare our taxes in the best way to make sure we got the highest refund possible, but she kept us in the loop throughout the whole process and even talked us through my husband's unemployment application when he was furloughed due to COVID-19.

    Overall, Mae is an amazing CPA, who is incredibly knowledgeable and cares fiercely about the people she serves.”

    -Renee K.

  • "Mae was recommended to me and I couldn’t be happier!

    I live & own a small business in another state and I felt very confident with the systems & processes Mae uses to make sure they receive all the information they need to do my taxes. Mae was really helpful and made sure that I understood everything. I will be back next year!”

    -Brian O.

Tax Packages

Creator

Our Creators are looking to build a solid foundation for their business to grow.

You’ve started your business and you’re looking to going from good to great! You know that a little guidance can help make that outcome happen.

Quarterly check in calls for realignment

● Quarterly estimated payments

● Paycheck withholding review

● Year-End Tax Strategy Session

● Secure portal for document uploads

Innovator

Our Innovators are looking to simplify and streamline, in an efficient and straightforward way.

Your business is growing and you’re looking to strategize. What would it take to be more, do more, have more, without sacrificing more?

Monthly strategy calls to ensure alignment

● Quarterly estimated payments

● Paycheck withholding review

● Year-End Tax Strategy Session

● Secure portal for document uploads

Not sure which package is the perfect fit?

Let’s chat.