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About Us

I started with an idea that Augusta deductions could be done better in 2023, and started to implement it as software in 2024. I’d seen this first-hand in other firms and knew that a centralized, auditable data source is far superior to a collection of processes. Dedicated software beats macros and estimates from your realtor client’s guesses oh 99.9% of the time.

I have 20 years of IT Experience of IT Infrastructure and coding to bring security, consistency, and efficiency to this process. In that time I’ve seen so many bad user interfaces that I can guarantee ours is far better than a DOS 3.11 interface. Some of the tax tools and tax planning solutions still live in the 80’s and 90’s, but my software solution has evolved to at least 2020 something.

Having a full service tax firm in the family helped guide the development process. It means no, you don’t have to adopt to our process, or no to us doing multiple studies and suggesting some backward process works for your firm. Our advice comes from real tax pros who helped develop this. We made our processes adapt to you and how you do Augusta plans!

If you’re interested, you’re ready to grow and I’d like to make your life easier. All of this is created surrounding you-the EA, CPA, or Tax Pro that wants to grow their capabilities, billing rates, and revenue. We bill a little for our service, so you can bill a lot more and grow your firm. That’s win-win defined.

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