Individual Tax Payers
Let us help you find the deductions that TurboTax misses and build a proactive tax plan.
Taxes are scary.
We make them as easy as 1-2-3.
Whether you're looking for help with your personal taxes, own a small business, or need high-level strategy for an expanding enterprise — we're here to optimize your accounting and maximize tax efficiency.
Most accounting firms just add up the numbers.
We're the certified professionals that get creative in finding ways to save you money.
Creativity isn't something you normally think of when it comes to accounting. But we're here to help you see around corners and keep what is rightfully yours.
Learn More About Our Process
Who We Work With
Small Business Owners
Financial forecasting, bookkeeping, and reconciliation — streamlined and maximized.
Corporate Entities
We turn every line item into an opportunity with CFO-grade financial oversight.
Testimonials
What our clients say
From first year 1040’s to messy books and big kid decisions — here’s what it feels like to have Capital Counting in your corner.
Need a quick answer?
When you need solutions right away — you can count on us.
Delete Overwhelm.
Once you're connected with us, we sync your income and expenses — painting the whole picture of your financial health.
That way, we're able to provide oversight each and every quarter — eliminating the stress of paperwork when tax season hits.
We do most of the work ahead of time — so you can focus on running your life and business.
Make it automatic.
Let's Get StartedOur Process
1. Onboarding
We can't wait to learn about you and your financial goals. While we're not here to make money for you — we are the experts that the experts hire to save every dollar possible and use them wisely.
During onboarding, our people and software get up to speed on how you're earning and spending.
2. Analysis & Strategy
Step two involves weaving together everything we know about you into a clear forecast for how we can make you more efficient.
We find deductions others may have missed, and build a solid plan for how you can make confident decisions in the future.
Keep what's yours. We'll count the coins.
3. Continuous Execution
We believe that relationships don't stop after the handshakes and signatures.
Capital Counting Co. will become your most trusted ally for all things financial.
We stay up to date on the latest IRS changes, stay in sync with your financial flows, and keep you one step ahead.
Our Services
From day-to-day transaction ledgering to quarterly profit-and-loss insights, we turn messy books into your sharpest decision-making tool.
Taxes and personal wealth aren't separate silos. We craft custom tax-reduction and asset allocation strategies so you keep what's rightfully yours.
Clean chart of accounts, automated bank feeds, and receipt capture with zero clutter. We set it up right, keep it pristine, and eliminate tax-season dread.
Tax-advantaged structuring for SEP-IRAs, Solo 401(k)s, and Roth conversions that make compounding interest work for your future self.
Accurate payroll runs, direct deposits, multi-state compliance, and quarterly payroll tax filings without the administrative headache.
Executive-level financial strategy, cash-flow forecasting, KPI tracking, and board-ready reporting without the six-figure full-time executive salary.
Lenders want clear numbers. We assemble polished financial packages, debt-service coverage analyses, and pro forma projections to help you get loans approved.
We dig deep into the tax code to uncover deductions and credits automated tax software leaves behind. Fast, accurate, and stress-free.
From SBA 7(a) to commercial line applications, we package your historical financials and forward projections for smooth underwriting.
LLC vs. S-Corp? Operating agreements, EIN setup, and tax elections engineered from day one to protect your assets and minimize liability.
Form 990 preparation, fund accounting, donor grant compliance, and transparent financial statements that build trust with your board.
Years behind or untangling messy records? We reconstruct incomplete ledgers, resolve discrepancies, and restore full compliance with zero judgment.
Never face the IRS alone. We handle audit inquiries, notice responses, penalty abatements, and installment agreements directly on your behalf.
Corporate, partnership, and homeowners association returns — including Forms 1065, 1120, 1120-S, and 1120-H — prepared with the same care we give every client filing.
Buying or selling a business? We provide evaluation and due diligence consulting on business assets so you can move forward with clear numbers and confident decisions.
