The Savvy Accountant®

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Here at The Savvy Accountant® we are Savvy at Solving Tax Issues!

We are a Boutique CPA Firm that helps our clients craft personalized tax strategies for their business so they can save on their taxes. We have an over-arching goal to help our #SavvyFamily aka clients save $1 BILLION dollars in tax savings so they can build wealth for themselves and their families!

Our mission is to help 1000 taxpayers tackle their tax issues in 2025 and save $10MM!

We saved our clients over $7 Million dollars thus far so we know our 2025 mission is doable!

Some of our services include:

  • Tax Resolution
  • Tax Strategy
  • Tax Preparation
  • Bookkeeping

Please select the appt below that best suits your needs

  • 1 - Discovery Calls

    • OLD LINK

      15 minutes

      This is an old link - please visit ** https://bit.ly/freesavvydisc ** to schedule your FREE Discovery Call

      *Discovery call is FREE 1 time only. If you are a no show you won't get it again.

    2 - Consultations

    • Financial Clarity Intensive (1X per Client)

      1 hour @ $650.00

      In the Financial Clarity Session I will leave you at ease by walking you through one detailed, actionable plan to implement. Whether you struggle with - creating your Healthy Money Menu® aka your budget, - creating your Debt Repayme ...

    • Financial Clarity Intensive

      1 hour @ $1,497.00

      This is a subsequent Financial Clarity Session - This is for individuals who want multiple 1 hour sessions but do not want full services. Whether you struggle with - creating your Healthy Money Menu® aka your budget, - creating your ...

    • Pick My Brain session

      30 minutes @ $997.00

      In the Pick My Brain session, you will be able to get to discuss your concerns on a more personalized matter. This will allow me to come up with a possible solution in the process of our call. 30 mins is not typically enough time to d ...