Forget tax prep season. Real strategy happens year-round. Big 4 trained, 10 years of tax experience, now building financial architecture that scales with your business—whether you're bootstrapping or preparing for exit.
Request a Financial Health Audit →Pick what you need. We're modular by design. Most clients start with tax and expand once they see how we work.
Tax planning isn't an April event. It's a 365-day engineering project.
Revenue is vanity. Profit is sanity. We dig into what actually drives margin.
Stop guessing. Start scaling with 6-month cash visibility and scenario planning.
The combination most advisory firms don't have.
Licensed CPA. Graduate of McCombs School of Business at UT Austin (ranked #1 accounting program in the nation). Former CFO of a $60M organization, now running strategic tax and financial advisory for select clients who need both technical tax expertise and operational finance leadership.
Traditional accounting is broken. Most firms spend 100% of their time looking at your past. We focus on your future.
Most business owners can tell you their revenue. Few can tell you which products, services, or customers actually drive profit—and which drain it.
I started at Ernst & Young, spent a decade in tax preparation and review, then moved into CFO and strategic finance roles—including CFO of a $60M organization. That combination is rare: Big 4 audit rigor meets operational finance leadership.
After 10 years of tax preparation, I realized most CPAs only look backwards. They file returns for money already spent and analyze deals already closed. I pivoted JANSS to focus on what's next—not what happened last quarter.
We're not your accountants. We're your fractional CFOs, backed by Big 4 training and a decade of tax expertise most advisory firms don't have.
Real examples from real clients. Names changed, numbers accurate.
PE/VC partner facing 15.3% SE tax "promotion penalty." We showed two paths: Retirement Play (Solo 401k $63K vs $23K) or Cash Flow Play (S-Corp saves $5K immediately). Client chose based on liquidity needs, not just tax savings.
Read full analysis →Multi-partner practice with 4 critical issues: creative allocations lacking substantial economic effect, partner "salaries" misclassified, retroactive income allocation violating IRC §706, and missing §754 election on founder exit. Avoided IRS reallocations and payroll penalties.
Read full analysis →Solo consultant deciding LLC vs S-Corp. S-Corp saves $24K in SE tax but limits retirement to $37.5K. LLC Solo 401(k) allows $69K deferral. For wealth-building priorities, LLC won. 5-year result: $345K contributed, $412K balance at 8% growth.
Read full analysis →Since COVID, more owners work from home. The deduction only works for self-employed (employees can't claim 2018-2025). Requirements: exclusive use, regular use, principal place of business. Flows to Schedule C, offsets income + SE tax.
Learn more →Instead of depreciating equipment over years, deduct the full purchase in year one. 2024 limit: $1.22M. Perfect for profitable year + equipment needs. Includes vehicles, computers, machinery, office furniture.
Learn more →Business owners choose standard mileage (67¢/mile in 2024) OR actual expenses. Most choose wrong. High-mileage fuel-efficient cars favor standard. Expensive vehicles with low mileage favor actual. We model both annually.
Learn more →Solo owners can deduct 100% of health premiums—but NOT on Schedule C. Goes on Form 1040 Schedule 1 (above-the-line). Reduces income tax but NOT SE tax. Eligibility: net profit on Schedule C + insurance not available through spouse's employer.
Learn more →Repairs = immediately deductible. Improvements = capitalized and depreciated. The rule: repairs maintain existing condition without adding value or extending life. Improvements = general rehabilitation, adds value, extends life. Example: repainting office = repair. Replacing roof = improvement.
Learn more →Book a 30-minute financial health audit. No pitch. Just an honest assessment of where you're leaving money on the table.
Schedule Your Audit →