ACCOUNTABLE NUMBERS

8 Reviews

How do I keep more of my money?” → “How do I learn without guessing?” → “How do I protect and plan long term?”

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HOW WE SERVE YOU

STAY ACCOUNTABLE WITH YOUR NUMBERS

HOW WE SERVE YOU

Tax Strategy & Planning

More than tax preparation—strategic wealth planning for real life.

Tax Stra... Learn more

IUL Life Insurance Solutions

Protection and growth—built for the future.

What this includes:

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Investing Education & Portfolio Guidance

EDUCATION BEFORE EXECUTION

What this includes:

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STAY ACCOUNTABLE WITH YOUR NUMBERS

WHY ACCOUNTABLE NUMBERS

More than tax preparation—strategic wealth planning for real life.

Accounta... Learn more

CONFIDENT WEALTH STARTS WITH:

Audit Protection Available

W2's

Students

IUL-Indexed Universal Life

Small Business/Sole Proprietor

Free consultation

LATEST NEWS

*UPDATES*

2026 Updates & Changes

HSA Triple Threat Benefits
Tax-deductible contributions – Money you put into an HSA lowers your taxable income.

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Keep Up With All Business Receipts

Entrepreneurs: Make sure to keep up with your receipts. You can download Fetch App, use code Y1PK3

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Testimonies

8 Reviews

Candy Swint

14 March 2025

14 March

2025

I worked with Sche, she did a great job in a timely manner. I was impressed at her coustomer service skills as well.I like the way she went over my taxes again ...

D Smith

10 July 2024

10 July

2024

Great experience from start to finish! I've been searching for someone I could trust to do my taxes being that I have my own business and have a job. This make...

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