You Didn’t Launch Your Small Business to Crunch Numbers All Day

(Or worse, all night…)

Spend more time on the things that inspired you to start a business—and less on the things that make you regret it.

We can help. We’re a licensed CPA firm advising, educating, and empowering small business leaders across America on all things finance—from accounting and tax prep to long-term tax planning and growth strategies.

We’re here to help you make decisions based on numbers you finally understand so you can bring home more money from a thriving business.

Understanding tax planning

A Financial Swiss Army Knife For Your Business Toolbox

With us, you get all of this from one, on-call provider:

Tax Planning Specialist

Delivering court-tested, IRS-approved strategies for minimizing taxes and the risk of audit while maximizing returns

Certified Public Accountant

Identifying and tracking the metrics that determine whether your business sinks—or swims.

Experienced Financial Planner

Providing financial forecasts, scenarios, summaries, budget plans, and growth strategies to move your business forward.

Strategic Business Coach

Offering year-round support, direction, and accountability so you can finally reach your goals. Get answers to questions that emerge as you reach new levels of success, like:

  • What legal structure should I use to register my business?

  • What metrics should I monitor to track performance?

  • When will I break even or become profitable?

  • Is it the right time to open a physical location, hire employees, or make strategic investments?

  • Do I have everything investors are looking for?

  • Am I paying too much in taxes?

Hi, I’m Joel Lee

Without ‘em, you’re likely:

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.

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.”


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.


Joel Lee is a really nice guy to communicate with. Also, he was quick on responding to questions or concerns I had. The process was fast but at the same time they were looking out for me in the best way during this process. I would recommend TaxCanny because they are very professional at what they do and they go beyond to help you as a client.


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.