
You keep your preparer, advisor and attorney, while we plan your year, carry out the changes and keep your books current.
The Firm Behind The Offer
Is This You?
100% Done-For-You
How Hava and the team behind her plan, carry out and keep up your tax strategy through the year.
We read your returns, entity papers and books (nothing has to be tidy first), then ask what a return never asks: what you're building toward, how you pay yourself and what you own.
We look at your S corp salary, a retirement plan the business pays into, family on payroll, who owns your building and Ohio's business income deduction, and we tell you which parts don't fit.
Before December 31st, we put each change in place and document it, so your return reports a plan that's already finished instead of revealing one in April.
We don't replace your preparer, financial advisor or attorney. We bring them onto one set of numbers, because the best opportunities sit in the space between their jobs.
Our sister practice, Mantle Financial Solutions, catches up books that fell behind and keeps them current every month, so your numbers can answer a question the day it's asked.
We can prepare and file your business and personal returns too. If a letter from the IRS shows up, Hava, as an Enrolled Agent, speaks with the agency on your behalf.
On The Record
Her commitment to understanding the full picture, not merely completing a tax return, is paramount to setting our small business up for long-term success. Hava often anticipates what my next question will be and addresses it before I ask.
As the owner of several small businesses, ... She inherited a lot of messy work from my prior accountants and handled the cleanup with real patience and diligence. She's always on top of things, communicates clearly, and brings a strategic mindset to the table rather than just crunching numbers.
They can take your receipts out of the box you keep them in and get them into a system that is easy for you to manage
Very prompt and accurate service! Use them every month for bookkeeping and highly recommend. Hava Laudon is thorough and always available to explain and answer questions!
Still On The Fence?
On the strategy call, Hava looks at how you pay yourself, who keeps your books and what you own. You'll see where the business seems to be overpaying and which fixes still count before December 31st.
Book A Strategy CallAny client results described on this page are not a guarantee of future results. Every tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.