Most small businesses overpay tax by $8,000–$30,000 a year. Not because they did anything wrong — but because the structure they set up at $50k revenue is the wrong one at $500k. We fix that.
Estimate based on your business structure, revenue, and state. Takes 30 seconds.
Generalist CPAs are great for everything and great at nothing. We work exclusively with small businesses doing $500k to $10M in revenue. That's it. That focus is why we save clients an average of $59,000 a year.
You bill for time or expertise. Cash flow is irregular, payroll is complex, and most "tax savings" articles don't apply. We know exactly which ones do.
Sales tax across 47 states, inventory accounting, marketplace fees, multi-state nexus. The tax landscape is brutal. We've done this 100+ times.
You went to school for your craft, not the tax code. Practice structure, retirement vehicles, and entity election can save you six figures over a decade.
Job costing, vehicle deductions, equipment depreciation, multi-state filing. Most CPAs don't know what a Section 179 election is. We do it on autopilot.
No "contact us for a quote." If you're between $500k and $10M revenue, your monthly fee is on this page. We adjust based on transaction volume and complexity, but never by more than 20% of these starting prices.
Monthly books done right. Reconciled bank/credit accounts, categorized transactions, monthly P&L and balance sheet.
Everything in Tier 1, plus tax planning, business return prep, and personal return for the owner. Year-round, not just in March.
Tier 2 plus monthly strategy calls, KPI dashboards, cash flow forecasting, and direct phone access to Daniel. For businesses scaling past $2M.
Need something custom? Book a 30-min call — we'll build a fixed-fee proposal in the same conversation.
Most CPAs disappear for 11 months and reappear in March. We don't. Here's the rhythm of working with us — predictable, scheduled, on time.
All transactions categorized, accounts reconciled, statements generated. You see the full picture before you make hiring or spending decisions.
P&L, balance sheet, cash flow — plus a one-page summary. Includes red flags ("you spent 22% more on payroll this month") and what to do about them.
Year-to-date tax projection so you know exactly what you'll owe. No March surprises. Estimated payments calculated and reminders sent.
30-minute video call. Review the books, discuss any major decisions coming up, optimize tax position before quarter-end. Not generic — specific to your numbers.
You forward the letter. We respond. You don't speak to the IRS. Included in Tier 2 and 3 — never an upcharge.
2 business day response on email, 24 hours on portal messages. We're a small firm by design — you'll talk to the same 2-3 people every month.
We don't outsource. We don't have an offshore "team" you'll never speak to. Every client works with the same group, every month. Here's who we are.
Two decades in tax and accounting before starting this practice. Specializes in entity election strategy, S-corp optimization, and tax planning for owner-operated businesses. Doesn't enjoy March, but does it well.
8 years at a regional firm before joining CPA Demo. Runs the books for our larger clients and handles complex multi-state filings.
QuickBooks Pro Advisor for 12 years. Handles month-end close, reconciliations, and is the person you'll talk to most often.
Joined CPA Demo after 5 years at a corporate accounting firm. Daily reconciliations, A/P, A/R, payroll integrations.
First point of contact for new clients. Runs onboarding, handles scheduling, and keeps the trains running. Replies fast.
Illustrative examples. This is a demo site by RG Consulting — sample case studies shown to demonstrate design and tone. No real client information is used.
Came to us as an LLC paying 15.3% SE tax on full profit. Modeled an S-corp election with reasonable salary, ran the numbers, filed the 2553. First-year savings: $47,200. Eight years later, total savings: $390k+.
Inherited a Shopify store from another CPA in Year 4. Found unfiled sales tax across 23 states. Negotiated voluntary disclosure agreements in 14 states, eliminated penalty exposure on the rest. Total savings vs. worst-case: $124k.
Solo dentist netting $480k. Old CPA had her on a SEP IRA capped at $66k. Modeled a Solo 401(k) + cash balance pension combo that allowed $144k/yr in retirement contributions. Net deduction: $78k more per year.
Eight years of doing this means we've written down most of the answers. These are the guides we send to prospects on a 30-minute call. You can have them now.
The decision tree, the math, the IRS implications. Includes a calculator.
Vehicle, home office, retirement, hiring family. With dollar examples.
The IRS-defensible methodology. Includes BLS wage data lookup.
The 30-day handoff checklist. Documents to request, deadlines to watch.
The one we use with our fractional CFO clients. Plug in your numbers.
Nexus rules, marketplace facilitator law, voluntary disclosure agreements.
If your question's not here, ask it on the discovery call. We don't do canned answers.
Daniel will ask you 5-7 questions, look at your situation, and give you one specific thing your current tax setup is costing you. You'll leave with a written summary. No pitch, no upsell, no "we'll send you a proposal." Just answers.
Most CPAs charge $400-800 for this. We do it free because if there's a fit, you'll likely want to work with us.