CPAs that give advice

At Rework Tax, we believe your tax plan should be as dynamic as your business. As we progress through the year, now is the time to revisit your strategy, realign with your growth goals, and ensure you're not leaving money on the table. Here’s our philosophy on what you should be thinking about now to stay proactive—and profitable.

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Our Goal
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Our Vision
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Client Focused
>1B

in Combined Client Revenue

Our Superpowers

Personalized Tax Planning, Not Just Preparation

We don't just check off boxes, we do the dirty work for you for the short and long term.

Strategic Filing With An Eye Toward Long-Term Savings

We aim to assist you now, while setting you up for success long term.

Timely, Thorough Documentation That Minimizes Audit Risk

Our CPA experience is rare, we have been there before, and we know how to guide you forward.

Integration With Business and Personal Financial Activities

Your personal and business financial goals go hand in hand with our support.

Align Tax Strategy With Investment, Estate, and Retirement Planning

We make sure your tax strategy is aligned with your investments, property, and future plan.

Ensure Business Decisions Support Personal Financial Goals

We make sure that whatever moves we make, they are positively reinforcing your financial goals.

Facilitate Regular Strategy Check-Ins Across Your Advisory Team

We are with you every step of the way, tailoring our services to your needs.

Bringing Clarity and Cohesion To Your Full Financial Picture

We want to make sure you are aware of the work we are doing for you. We are solely focused on assiting with your financial needs.

Our Core Belief

CPAs that answer and give advice