Licensed CPA with Fortune 500 Experience
Serving Clients in Various States
Free Initial Consultation
Response Within 24 Hours
Services
Most small businesses juggle three or four different providers for accounting. We handle it all so you don't have to.
Bookkeeping
Your records stay clean, current, and readily available. We handle daily transaction recording so you always know exactly where your business stands financially.
Payroll
We process payroll for your team so you can spend less time on payroll calculations and more time growing your business.
Accounts Receivable and Payable
We manage your invoices and bills so cash flow stays healthy and nothing falls through the cracks.
Tax Planning
We don't just file your taxes, we plan around them. Year-round guidance so you keep more of what you earn.
Tax Preparation
Personal and business returns filed accurately and on time. No scrambling at the deadline, no missed deductions.
Financial Coaching
Practical guidance on budgeting, paying off debt, saving, and investing so your money works harder for you.
Why Us?
Why Small Businesses and Individuals Choose Refined Tax
Big Business Experience at Small Business Prices
Dan is a licensed CPA with years of experience working with Fortune 500 companies. You get that level of expertise on a small business budget.
We Actually Explain Your Finances
Most accountants file your return and disappear. We sit down with you, walk through your numbers, and make sure you understand what is happening in your business.
Fair Pricing, No Surprises
We started this business because we were tired of firms that price-gouge. You get a clear quote upfront and that is what you pay.
One Team for Everything
Bookkeeping, taxes, payroll, and planning all handled in one place. No coordinating between three different providers or wondering who owns what.
We Serve You Wherever You Are
We are a remote-first full service accounting firm working with clients in various states. You get the same responsive service wherever you are.
Want to Learn More About Us?
Request a Free Quote
Fill out our short form and tell us what you need. We will follow up within 24 hours.
We Put Together
Your Plan
We review your situation and map out exactly what services make sense for your business.
We Handle the Rest
You focus on running your business. We keep your books clean, your taxes filed, and your finances working for you.