My Mission is Pioneering Financial Success for Parent Entrepreneurs

Hi, I’m Joel Lee

I know what it’s like to run a small business—because I run one myself.

I started this firm to give the “little guys” access to the same critical insights big companies use to slash their tax bills, win market share, and sustainably scale their businesses.

Why? Because I believe numbers shouldn’t get in the way of your dreams—or the hugely positive impact small businesses like yours make on their communities every single day.

For nearly a decade, I’ve taken the fear out of financials for many business leaders—helping them to reduce tax debt by up to 33%, save one day per week in accounting work time, and save thousands in taxes with proactive tax planning.

I’d be honored to help you, too.

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Request Our Free Tax Discovery Service

Why Trust Us?

We know the ropes because we’ve navigated them ourselves. We understand the emotional toll financial uncertainty can take. Our team combines this deep empathy with unparalleled expertise to guide you to financial serenity.

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Our Testimonials

“I don’t like doing taxes. It stresses me out. Joel makes it easy. He’s great at his job and he’s so organized. He understands how my organization works, and he’s very prompt in getting back to me.”

Morgan McEwen

CEO, MorDance Inc

“I am really glad that I chose to rely on Joel’s expertise. He worked very hard to find every deduction possible and reviewed my documents multiple times. Moreover, he even helped me resolve an issue that I had with a previous tax year. What I enjoyed the most about the process is that whenever I had a question Joel always explained the answer in detail which made me feel very comfortable.”

Dorothy Williams

Homeward NYC

“Joel & Team provide accurate, knowledgeable, speedy service. What a relief it is to have them around keeping me up to speed reactively and proactively with so many taxation matters that either I would not remember or would take me an eternity to figure out. Highly recommended.”

Ricardo Brunstein

Your Next Step: Request a Free Discovery Meeting

Unlock Your True Potential With Thorough Financial Services

Ready for change? Request a Free Discovery Meeting and let’s get started on writing your success story.
We’ll go over your specific needs, both as a business owner and a parent, to find the perfect balance for you.

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