Tax • Business Credit • Funding — one team
Get your taxes right. Get your business funding-ready.
Book a tax strategy call, start your funding intake, or join our preparer team. Pick your path — it takes under 2 minutes.
Tax Preparation
Keep more of what you earn with accurate, strategy-first filing.
- Personal & business returns
- Deduction and entity review
- Year-round guidance
Business Funding
Build a funding-ready profile and stack capital in the right order.
- Tri-bureau + business credit audit
- Credit stacking sequence
- Lender list & re-apply calendar
Tax Preparer Onboarding
Join the team and grow with training, tools and steady clients.
- Guided onboarding call
- Systems and support
- Grow your book of business
Everything inside the Business Funding system
Seven components, built so approvals compound instead of triggering denials.
Funding-ready entity & revenue positioning
EIN, LLC structure, and a funding-ready profile priced against what lenders actually approve.
The credit stacking sequence
Tier assessment, lender order, and application timing so approvals compound instead of triggering denials.
Your mapped funding journey
Personal credit cleanup (FCRA/FDCPA disputes) → business credit tiers → capital stack, with dollar targets at each stage.
Owner-led credibility build
Business listings, trade references, DUNS/Experian Business profiles, and the paper trail underwriters look for.
Full credit audits
Tri-bureau audit plus business credit file audit — violations documented, inaccuracies disputed, thin files thickened.
Your capital playbook
The exact lender list, approval criteria, and re-application calendar you keep and reuse.
Premium: full client ecosystem
From first consult to funded — business credit, tax strategy, and funding placement under one roof, plus year-round tax prep.
Your intake review shows which pieces fit your business and what you'll invest.
Start the Funding Intake Form →How it works
Simple, fast, no guesswork.
Complete the intake
Share your goals and current business profile.
We review your profile
Credit, entity, revenue and tax picture assessed before we talk.
Get your roadmap
Clear steps, lender order and dollar targets.
Execute & get funded
We guide the build, the filings and the applications.
Questions, answered
Why complete the intake before booking?
It lets us review your funding goals and current business profile first, so your next step is focused on you, not generic advice.
Do I need an LLC or EIN already?
No. Entity setup and positioning is part of the system if you don't have it yet.
Can you help with both my taxes and my funding?
Yes. The Premium ecosystem combines business credit, tax strategy, funding placement and year-round tax prep.
I'm a tax professional. How do I join?
Book an onboarding call using the "Tax Preparer Onboarding" button above.
Ready to get started?
Start with the Business Funding Client Intake Form so your goals and business profile can be reviewed before the next step.
Start My Intake →