Proactive Tax Strategy for Business Owners & Real Estate Investors

Most CPAs just file your taxes. We help you reduce them, year after year, with forward-thinking strategy, clean execution, and responsive support!

How It Works

We don’t do free 15-minute calls or one-size-fits-all packages. Instead, we follow a high-touch onboarding process to understand your situation and deliver real strategy.

Step 1

Complete Our Intake Form

Tell us about your business, real estate, equity comp, and goals.

Step 2

Upload Prior Returns + Net Worth

We’ll request your last 2 years of tax returns and a simple net worth statement (template provided).

Step 3

Get Your Personalized Plan

We’ll review everything and recommend the best service tier. If appropriate, we’ll invite you to a discovery call.

We take on a limited number of clients per year to provide exceptional service and real results

Who We Work Best With

If you value communication, accuracy, and long-term strategy, we may be a great fit.

We specialize in working with:

Client Results & Testimonials

Francis was wonderful and so helpful made the process so quick easy! Overall very pleased and would highly recommend!!

Kristen P.

Great experience working with Fran the Tax Man. Thorough and timely filing. Responds quickly and does a great job explaining any outstanding questions. Certainly recommend

Mike D.

I had an excellent experience with Francis. He handled my taxes with incredible speed and attention to detail. The process was seamless, and their professionalism made tax season stress-free. Highly recommend for anyone looking for a knowledgeable and efficient accountant!

Chris A.

Fran the Tax Man provided highly professional and prompt services that exceeded my expectations. They simplified the tax filing process, making it seamless and stress-free, which allowed me to dedicate more time to growing and managing my business. I couldn’t be happier with their expertise and support—10/10, highly recommend!

Alec M.

Fran the Tax Man is hands down the best CPA I’ve ever worked with! The entire process was completely hassle-free, seamless, and incredibly easy to use thanks to his modern approach and technology. What really set him apart was the personalized video he provided, walking me through my entire tax return in detail—something I’ve never experienced before. He made everything clear and stress-free, and I can’t recommend him enough. If you’re looking for a CPA who’s knowledgeable, efficient, and goes above and beyond, Fran is the one!

Elizabeth P.

Incredible Help with My LLC Setup! I was overwhelmed trying to set up my LLC and apply for an EIN, but Fran walked me through every single screen step-by-step. I had zero confusion the entire way. Fast, clear, and super helpful. If you’re starting a business and don’t want to stress, THIS is the way to go. Total lifesaver

Stevie T.

They call Fran the Tax Man for a reason. Efficient, master at his craft, and will get you the best returns you can ask for. If you’re ever contemplating having someone do your taxes, look no further than Fran. He’s the best in the business and he’ll be doing my taxes for the rest of time!

Nicky M.

Explore Our Services & Pricing

We offer two levels of service depending on your needs:

Core Tax Filing Package

For clients who want accurate, high-quality tax prep

Strategic Tax Advisory Program

For clients who want year-round access and ongoing strategy

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Still Have Questions?

If you’ve already completed the intake form and have a specific question, feel free to reach out.