Business Owners Doing $1M+ Per Year

If Your Business Does $1M+ A Year, We'll Save You At Least $100K In Taxes This Year, Or You Don't Pay

While your accountant reports what already happened, we price each move in dollars and carry it out before December 31st.

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Client Reviews

Trusted By 100+ Businesses In GA, AZ And Nationwide

4.7 from 40 reviewson Google
“Nneka provided very valuable tax recommendations that saved thousands of dollars we would otherwise have paid the IRS. Very professional and prompt.”
CACosmic AureasTax planning client
“I found this firm a few years ago and could not be happier. We have an unusual business model but it took them very little time to understand. Nneka has given me excellent advice for the business and my retirement.”
MBMiriam BlednickSmall business owner
“They give us monthly financial statements and a standing monthly meeting to review them and plan ahead. They have really helped us stay on track. Best accountant ever.”
MCMaurer Co.Retaining Walls
“Great advice and very knowledgeable. I had problems with how my LLC was structured after moving to another state. Nneka helped me understand exactly what to do to move forward. Highly recommend.”
KEKaylin EilandBusiness owner

Is This You?

Who Is This For?

Who This Is For:

  • You own a business doing $1M or more a year in revenue.
  • Your accountant files an accurate return, but you mostly hear from them in April.
  • Your company is an S-corp and nobody can tell you in one sentence how your salary figure was set.
  • Your retirement plan was picked when the business made less than it does now.
  • You have a hire, new equipment or another location coming and want to know the tax cost before you commit.
  • You want your business and personal taxes handled by the same team.
  • You want this year's bill worked on before December 31st, not explained after it.

This Is Not For:

  • Businesses doing under $1M a year in revenue.
  • Employees and individuals who only need a personal return filed.
  • Owners looking for aggressive moves that wouldn't hold up if the IRS asked about them.
  • Anyone who only wants a return filed once a year and nothing else.

100% Done-For-You

Here's Everything We Do For You

Here's how Nneka's team runs the SmartWealth Method for your business, from the first read of your returns to the filing that locks the savings in.

Your Returns Read Line By Line

We read your last 2 or 3 business and personal returns line by line, then show you what you're overpaying and what you're missing.

Every Move Priced In Dollars

We model your entity structure, your S-corp salary, the 20% pass-through deduction and your retirement plan, so you see each saving in dollars before you approve it.

Your Salary Set And Documented

We work out your S-corp salary from the roles you actually perform and what those roles pay in the market, and the reasoning stays in your file.

Quarterly Reviews All Year

We run the plan and keep it tuned all year with quarterly planning calls and estimated payments adjusted as the year unfolds. A real CPA responds within 1 business day.

Tax Money Set Aside Early

We set up your Smart Money Flow, a cash system built around how money actually moves through your business, so the tax money is parked before the bill is due.

Returns Filed By The Same Team

We prepare your business and personal returns ourselves, and a senior CPA reviews each one line by line, so every election in your plan actually gets filed.

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On The Record

Does It Actually Work?

“
Nneka is not a cookie-cutter professional. She cares, listens, and helps you reach your goals. Many CPAs just use software and never educate you on the benefits you have.
SO
Seyi Oshikanlu
Business client
“
I like what I would describe as RCN’s boutique service. Highly professional, patient, knowledgeable, and yet affordable.
AA
Anthony Anyakwo
St. Theresa's OB/GYN

Still On The Fence?

Frequently Asked Questions

Do I have to leave my current accountant?+
No. Plenty of owners use the strategy call as a second opinion, and if your current setup is serving you well, Nneka will tell you so. If you do decide to move over, most clients are fully onboarded within about 2 weeks.
Is this aggressive tax planning?+
No. Everything we do is ordinary tax law used on purpose: how your company is taxed, the salary you pay yourself, your retirement plan and the year income and expenses land in. Each move is documented before it goes on a return, and a senior CPA reviews every return line by line.
My books are behind. Should I fix them first?+
No. Catch-up work is one of the usual ways clients start with us. We begin with a scoped cleanup, quoted in writing up front, so your plan is built on numbers you can trust, and we work inside QuickBooks or Xero, whichever you already use.
Is it too late to do anything for this year?+
No, but most tax-saving moves must happen before December 31st, so the earlier we start, the more options are still open. Year-end moves like owner salary paid through payroll, equipment placed in service and the timing of income and expenses can still count. The savings show up when your return is filed.
What if you don't save me at least $100K?+
Then your planning fee is refunded. On the call, Nneka looks at your structure and this year's numbers and gives you her honest view on reaching $100K. If your numbers don't support it, you'll hear that on the call, not in a proposal a week later.
Is this for my business or my personal taxes?+
Both. We coordinate your business and personal taxes so the whole picture is optimized, and the same team prepares both returns, so a saving on one doesn't leak back out through the other.
We're not near Kennesaw. Can you still work with us?+
Yes. Our offices are in Kennesaw, Georgia and Flagstaff, Arizona, but we serve owners across the United States. With secure cloud accounting and video meetings, you get the same team and the same senior CPA review wherever your business is.
What does it cost?+
SmartWealth Advisory is a flat monthly fee set by your revenue: $1,950 a month at $1M to $3M, $2,950 at $3M to $7M and $4,500 above $7M, with annual returns included. There's no hourly billing, so you're never charged for picking up the phone.
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One Last Step

How Much Of This Year's Tax Bill Can Your Business Still Keep?

On the 30-minute strategy call, Nneka goes through your structure, how you pay yourself and this year's numbers. Then she shows you where the biggest savings likely sit and gives you her honest read on reaching $100K.

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Any 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.