Business Owners Doing $1M+ Per Year

If You're An Entrepreneur Whose Business Does $1M+ A Year, We'll Save You At Least $100K In Taxes This Year, Or You Don't Pay

A tax strategist and CFO-level team plan your taxes all year, and you can keep your current CPA or hand us everything.

Book A Strategy Call

Proven Results

Entrepreneurial Businesses Across America Rely On Straight Talk

4.8 from 113 reviewson Google
Shore Dental Arts
Med Repair Tech
T. Rickard Productions
Pure CAD Design
Migman Media
Quality Compliance Partners

Is This You?

Who Is This For?

Who This Is For:

  • You own a business doing $1M+ a year, in any industry.
  • Your tax bill keeps going up as revenue grows, and nobody has shown you a plan to slow it down.
  • Your CPA files the return each spring, and you rarely hear from them the rest of the year.
  • Your books trail the business by months, so big decisions get made on instinct.
  • You're about to hire, buy equipment or make another large investment and want to know the tax cost first.
  • You want one team for the books, the tax planning and both returns, at one fixed price.

This Is Not For:

  • Your business does under $1M a year.
  • You earn a W-2 salary or invest, but you don't own an operating business.
  • You only want a return filed once a year, with no planning in between.
  • You'd rather pay by the hour than one fixed price for the year.

Real Clients · Real Outcomes

What We've Delivered

Results from our client results page and the reviews business owners left on our site.

Construction and remodelingPrior years + this year
$7,200
in refunds from earlier years
Owed money, then got a refundSwitched after almost 5 years

Ryan was nervous about leaving the accountant he'd used for almost 5 years. We streamlined his payroll taxes, spotted expenses his old firm had overlooked and got him $7,200 back, and this year he went from owing money to a refund.

Ryan Flynn, Mr. Flynn's Construction and Remodeling LLC
Dental practice4 years
$100K+
his estimate of our value over 4 years
Lower taxes from year 1Quarterly meetings

Dr. Zaidi says we found ways to lessen his tax burden from his very first year with us. Putting a dollar value on the benefits, he says that over 4 years it'd probably be $100K+.

Dr. Hasan Zaidi, Shore Dental Arts
7-figure landscaping companyOngoing
34%
improvement in profits
Lower staff turnoverOwner got 1 day a week back

Revenue had grown for 12 years, but profits had been flat for 3 and the owner was burning out. Salim turned the big picture into a quarterly action plan, and through ongoing meetings profits rose 34%.

Landscaping company owner
Retail florist8 years of back returns
20%
increase in sales
8 years of returns filedBooks moved to QuickBooks Online

The owner was 8 years behind on business returns and worried about the tax authorities. We broke the job into small pieces, filed every past return and set the books up on QuickBooks Online. With the owner's focus back on customers, sales rose 20%.

Retail florist owner

Results from past clients. Your numbers depend on your income, structure and timing.

100% Done-For-You

Here's Everything We Do For You

Here's how Salim's team runs the financial side of a $1M+ business, from the monthly books to both tax returns.

We Keep Your Books Current

Our accounting team handles your bookkeeping, up to 700 transactions a month, and sets up QuickBooks. Each month you get financial statements that show how the business is really performing.

We Fix How You're Structured

We review whether your LLC, S corporation or multi-entity setup still fits a business your size, check your federal and state filings, and set the salary you pay yourself.

We Plan Your Taxes All Year

A mid-year session finds the savings while there's still time to act, and an end-of-year review decides which moves to make before December 31st. You also get 4 sessions to check big decisions before you act.

We Meet You Every Quarter

A CFO-level advisor reviews your numbers with you each quarter and sends a CFO report. Together you look at profit, margins and cash flow, and make calls on pricing, hiring and expansion.

We Design Your Retirement Plan

We set up a profit-sharing and retirement plan that rewards your team while building your own long-term wealth in a tax-efficient way.

We File Both Your Returns

The same team that built the strategy prepares your business return and your personal one, so nothing gets lost between planning and filing. If the IRS or the state sends a notice, we respond.

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On The Record

Does It Actually Work?

“
Their close collaboration and detailed analysis showed me that switching to an S-CORP would be far more advantageous for my business structure, and they guided me through every step of the process with expertise and care.
TR
Tyden Rickard
T. Rickard Productions LLC.
“
Straight Talk CPAs helped identify the weak areas in my business and maximize my profits. Their tax strategies saved me thousands.
MO
Mohamed Osman
Med Repair Tech
“
Salim and Straight Talk CPAs have been our trusted tax advisor for the past several years. ... Their diligent approach and personal care recently saved us from a 19k banking error!
EG
Erin Garmont
Woodrows Management LLC
“
To say he does taxes well is just the tip of the iceberg. Salim and his team go way beyond the numbers and look into how you can grow your business. His recommendations are spot on and have made a big difference in my business.
MB
Michael Bellina
Migman Media LLC
“
Salim Omar and his team helped me transform my business. Their advice and structure have been a game-changer.
DS
Dr. Steven Rasner
Bridgeton Dental Associates
“
They were able to pick up on a lot of mistakes made by my previous CPA.
PS
Paul Senat
FLP Support Services Inc.

Still On The Fence?

Frequently Asked Questions

Do I have to replace my current CPA?+
No. Some owners hand everything over to us, and others keep their CPA and have us work alongside them. We'll sort out which setup fits your business on the call.
Is it too late to do anything about this year's taxes?+
No, but the window is closing. Many of the moves that lower this year's bill have to happen by December 31st, like when equipment goes into service and what runs through payroll for your own salary, bonus and retirement contributions. The savings show up when the return is filed in the spring, but the decisions have to be made before New Year's.
My books are behind. Can you still plan my taxes?+
Yes. Getting your books current is where we start, and our accounting team does that work, not you. Once they're caught up, we keep them that way and send you monthly statements written so a busy owner can follow them.
How does the guarantee work?+
If we don't save your business at least $100K in taxes, you don't pay our first-year fee. On the call, we'll go over how the savings are counted for your company before you sign anything.
What does it cost?+
One fixed price for the year, set by revenue: $22,800 for businesses doing $1M to $2.5M and $34,800 for $2.5M to $5M, plus a one-time onboarding fee of $2,000 or $2,500 (you can earn half of it back in your first 90 days). If you join after July 1, this year's return is billed separately, typically $2,500. There are no hourly bills, and quick questions by email, chat, text or phone don't cost extra.
Who will I actually work with?+
You get a team, not just a bookkeeper: a Client Services Advisor as your main contact, a Tax Strategist and a CFO-level Accounting Advisor. Salim Omar, a CPA and former CFO in New York City, founded the firm and leads it.
We're not in New Jersey. Does that matter?+
No. We're a virtual firm and work with business owners in all 50 states over video meetings and a secure client portal, so where you're based doesn't change anything.
What happens on the strategy call?+
It's a 30-minute video call. We look at your revenue, how the company is set up, how you pay yourself and who handles your books today, then tell you where this year's bill looks too high and whether we're the right fit.
Book A Strategy Call
One Last Step

Want To See What Your Business Could Still Save Before December 31st?

On the strategy call, we look at your revenue, how the company is set up and how you pay yourself. Then we show you where this year's tax bill looks too high and which fixes still apply before the year closes.

Book A Strategy Call

Any client results described on this page are not a guarantee of future results. Every tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.