Creating Custom Tax Solutions for Small Business Owners

When Mitchell first started his practice, his primary clients were therapists seeking practical advice on setting up their businesses and optimizing their tax structures. He helped them transition to S Corps, ensuring they paid themselves reasonable salaries and maximized their expense deductions. As his practice expanded, one client presented him with a meticulously organized spreadsheet detailing expenses and seeking clarity on tax liability. Attempting to simplify the process using standard market software, Mitchell found the client’s spreadsheet to be more efficient and effective.

Recognizing a gap in the market for a tailored solution, Mitchell dedicated himself to developing a software specifically designed to meet the unique needs of solopreneurs, providing an efficient and effective tool for tracking expenses and managing quarterly taxes.