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When tax time rolls around, you’re left wondering if you’re overpaying, missing deductions, or simply not managing your taxes as strategically as possible. On top of that, tax rules seem like a maze of confusion. With over 70,000 pages of tax code, who has time to figure it out when you’re running a business?

The truth is, every dollar spent on unnecessary taxes is a dollar you could’ve reinvested in your business, your clients, or even your personal goals. Without a clear, proactive plan, you may be leaving thousands on the table every year. It’s frustrating to see your hard work swallowed up by your biggest expense (TAXES) and it’s stressful not knowing if you’re truly making the most of every opportunity to save. You deserve better than cookie-cutter advice, or no advice at all from your tax professional.


You work hard to grow your Physical Therapy business.

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Let's Work

For health & wellness professionals who need clean books, stress-free taxes, and peace of mind knowing they’re IRS-compliant.

For growing businesses that need expert bookkeeping and tax strategy to reduce tax liability and increase take-home profit.

For high-income professionals who want premium-level tax, bookkeeping, and financial strategy support to scale, invest, and build generational wealth.

With over 20 years of experience as a CPA, I’ve had the privilege of helping 100s of businesses and high-net-worth individuals navigate the often-confusing world of taxes and finances. Whether it’s designing personalized tax strategies or creating financial solutions that make life easier, I love seeing my clients achieve their goals with confidence.

I'm Josette

Hello

-changing lives

When your finances are in order, you can focus on what you do best

-lisa t.

"I wasn’t sure if hiring a CPA was worth it for my small yoga studio, but Josette completely changed my mind. She showed me tax-saving strategies I had no idea existed, and her expertise paid for itself within the first few months. Now, I feel confident I’m doing everything right and maximizing my savings."

-denise d.

"Working with Josette has been such a relief! She handles my tax planning and bookkeeping so I can focus on running my Pilates studio. Her proactive approach means I’m never scrambling during tax season, and she’s always just a call away with advice I can trust."

-jeffrey m.

"Josette helped me save over $20,000 on my taxes last year by identifying deductions I didn’t even know I was eligible for. With her guidance, I was able to give more to the causes I care about. Her expertise has made a meaningful difference in both my work and my ability to give back."

-Rhonda r.

"I had a 30 minute phone call with Josette and received more help from her than I received from my previous accountant over the past two years."

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