




We help entrepreneurs identify and implement tax strategies that create leverage to reach their goals and make a positive impact on the world (and yes, we prepare and file their taxes too). If you've been wanting more from your tax preparer than just talking once a year (maybe) and getting a tax return that you don't understand, we think there's a better way. Spoiler Alert: The best tax results don't come from just hiring a smart person to click the right buttons in the tax software (although incompetence can certainly muck up the tax return), they come from proactively planning ahead, and making wise decisions based on your goals, resources, & timeline. We help you go from tax clueless to tax confident. Learn more at our website.
Phone: (877) 829-7667
Closed now
- Sun Closed
Ventura, CA 93003 ·2223.77 mi
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Reviews
yelpAs a small business owner of several start ups, it was imperative we find someone who could help us navigate through all the factors for a successful launch. We are lucky to have someone with...
MoreI think Joshua is more interested in getting long- term, small business accounts on monthly retainers. He is totally uninterested in doing individual returns. Despite having our money, and...
MoreAs a small business owner, Joshua's advice is invaluable. He's great to work with, very thorough and he puts you at ease. His tax preparation got me ready for tax season, saving me money and some...
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