Is Your Accountant Actually Helping Your Business… Or Holding It Back?

Answer a few quick questions to see if you’re missing tax savings, getting poor support, or leaving money on the table.

Takes 2 minutes. Get your score instantly.

Who This Is For

You run a $1M to $5M business
Your accountant only shows up at tax time
You’ve had unexpected tax bills
You’re unsure if you’re missing opportunities

What You’ll Get

Your Accountant Score
A clear breakdown of what it means
Where your current setup is falling short
What that could be costing you
Next steps to improve

Accounting Built Around Your Success

      EXCELLENT  
   Based on 13 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Justin Woodworth 
 
 
 
 Trustindex verifies that the original source of the review is Google. Joe is the best!
  
 
      Posted on Google  
   
   Jason Nachreiner 
 
 
 
 Trustindex verifies that the original source of the review is Google. Joe & the crew at Aligned are top-notch! As a family of 1099'ers - we don't worry about anything, he keeps us moving forward. I highly recommend any small business owner enlist Aligned's services - make great decisions and feel a little stress in your life!
  
 
      Posted on Google  
   
   Aj Sue 
 
 
 
 Trustindex verifies that the original source of the review is Google. Joe is a experienced, skilled, down-to-earth, keep it clear & simple, get-it-done kind of CPA/tax expert who understands what’s important and why it’s important.

Joe brought his “can-do“ attitude to a client who was struggling Through some financial team turnover… And helped calm the water and bring clarity to the numbers rapidly.

Joe is a good listener, A good thinker, and a good partner.
  
 
      Posted on Google  
   
   Mary Johnston 
 
 
 
 Trustindex verifies that the original source of the review is Google. Joe is very knowledgeable and so helpful when needed.
  
 
      Posted on Google  
   
   Kylene Gehrke 
 
 
 
 Trustindex verifies that the original source of the review is Google. Excellent service and easy to work with!
  
 
      Posted on Google  
   
   Amesa Silva 
 
 
 
 Trustindex verifies that the original source of the review is Google. Outstanding and professional tax service! I would recommend them for neither your business or personal tax services. Joe is always helpful, reliable and provides prompt answer to all of your questions.
  
 
      Posted on Google  
   
   Aurelia Karkason 
 
 
 
 Trustindex verifies that the original source of the review is Google. Absolutely the best. Joe is incredibly professional, efficient, and most importantly exceptionally responsive. His depth of knowledge and strategic insight consistently help us navigate complex accounting matters with confidence. He doesn’t just execute; he proactively offers smart solutions and clear guidance. We truly value working with him and highly recommend his services.
  
 
      Posted on Google  
   
   Andy Gaertner 
 
 
 
 Trustindex verifies that the original source of the review is Google. Amazing Accountant!! Responsive, Reliable, Creative; everything you could expect and more; highly recommended! Thank you Joe for all you have done for us so far..looking forward to continue working with you for many years to come:)

Is Your Accountant Actually Helping Your Business… Or Holding It Back?

Who This Is For

What You’ll Get

Accounting Built Around Your Success

Most accountants file taxes. The best ones help you run a better business.