Services

What We Do

We believe in true partnership with our clients, not a transactional relationship of billable hours and bare minimum communication. Over the last three years, our average client saved more than 30% on their federal and state taxes.

Tax

We plan and prepare your taxes, strategizing for minimum payment, maximum returns and years of future growth. Our team completes 40 hours of continuing professional education each year, so you know you’re getting the best, most up-to-date strategy for your business.

Accounting

We track and build a complete “360” view of your finances with monthly meetings, custom reports and expert financial guidance as you make decisions for your business. We can also offer detailed budgets, growth plans, and more.

Law

We’re here to help you grow, but also ensure your hard-earned wealth is legally protected. Shore up your business protection and tax strategy with guidance in entity type, entity formation, contracts and more.

NIL

Your NIL income should work as hard as you do. We help college athletes and their circle of support manage taxes and finances so more of what you earn stays with you—not the IRS.

Are we the right tax accounting law NIL expert for you?

Our “ideal” client is a leader trying to build their multi-million-dollar business; someone who needs a complete picture of their finances and is wanting to optimize tax-efficiency. We guarantee a return on your investment with us and make sure you understand our goals and value before signing any contracts.

Find out more below

↓ ↓

NextLevel 360 Assessment

A 360 View of Your Finances

This is how we start our process and translate your data and numbers into a roadmap directly to your goals and desired future for your business. Your 360 Assessment is the foundational document we use to customize a strategy to your needs.

Step 1

Sign Up + Alignment Call

We get introduced and learn about you and your business goals to assess how we can help you. We’re looking for long-term business partners fed up with a “one-size-fits-all” approach to their tax and financial strategy.

Step 2

Data Submission

We go in-depth on your tax returns, books, account activity, everything we can factor into a thorough, precise profile of your business’ finances. With this information and your business goals in mind, we form our initial recommendations.

Step 3

Consultation

We present these recommendations with our rationale and expert insights on where you are and how to get where you want to be. The goal is to grow your business and help you feel confident about each next step forward.

Step 4

Execution

We move forward with a clear picture and set of goals for your business’ brightest financial future. We make sure you feel more than informed–we want to feel like you have a dream team of advocates for you and your business.

Referral Partners

Do you have a network of clients or colleagues you think could use our services? Learn more about the benefits of becoming a NextGen Referral Partner.