Build a Business
That pays you back!
Stop guessing when it comes to your taxes. From custom strategies to ongoing support, we help North Carolina CEOs stay financially sharp, compliant, and in control year-round.
100+
Happy Clients
15+
Years of experience
$7,500+
Saved in their business
Real Results from Real CEOs
"As someone who dreads anything tax-related, their done-for-you plans were exactly what I needed. I now feel calm and in control come tax season."
Derrick L.
E-commerce Seller
"I never realized how much money I was leaving on the table until I worked with Streamlined CEO. The tax strategy session alone paid for itself within the first quarter!"
Jessica M.
Boutique Owner
"The monthly CEO check-ins have been a game-changer. I finally feel like I have a financial expert in my corner—every decision feels more intentional now."
Malik T
Marketing Agency Owner
You Can't Grow What's Not in order
Your business is worth doing right. Let's build the structure that supports your next level.
Private Strategy Session
(90 Minutes | 1-on-1)
We’ll go through everything—your income, structure, business setup, goals, and pain points. You’ll leave with clarity and direction.
Done-for-You Tax Plan
A personalized plan that shows you where you’re losing money—and exactly what you can do to fix it legally and immediately.
Includes guidance for:
Entity structure
Real estate deductions &strategies
Retirement/investment planning
Tax projections & timing
Monthly CEO Check-Ins
(3 Private Sessions)
This is where the transformation happens. We’ll walk through implementation, help you stay on track, and guide you through any decisions that come up.
Business Financial Health Audit
We’ll look at your books, cash flow, and the way your money is moving—then give you a custom report with what’s working and what needs to shift.
IRS READINESS KIT
No more fear around audits or “what ifs.” You’ll get a custom folder system, templates, and a structure that keeps your records clean, consistent, and audit-proof.
ACCESS TO BI-WEEKLY OFFICE HOURS
Bring your questions, roadblocks, and wins. I’m here every week for check-ins and real-time support
Bonus !!!!
Build a Business That Pays You Back—with Peace, Profit, and Protection.
Starting At $5,000 | 90 Days Private Experience
Spouse or Partner Session
Want to build wealth together? We walk you both through income structuring, tax-smart planning, and legacy-building strategies for your household.
Audit Proof Your Books
Receive more in-depth training on:“How to Stop Mixing Business & Personal Video Training (Save thousands and Audit Proof your books)
Business Templates to help save you thousands in your business
A Private Cash Flow Strategy Session
You'll walk away with:
Legal tax savings (many save $10K–$20K annually)
A simple, custom strategy that fits your life.
Organized finances (without overwhelm).
Peace of mind, structure, and clarity for real growth.
Confidence to lead your business, not just run it
Ready for Your Business to Start Serving You?
You’ve tried figuring it out alone.
You’ve tried patching it together with Google and good intentions. Now it’s time to do it right—with expert support,
done-for-you strategy, and a whole lot of grace.
Let’s make sure this is the right fit—then we’ll get to work.
Build a Business That Pays You Back—with Peace, Profit, and Protection.
Starting at $5,000 | 90 Days Private Experience
FEELING A BIT HESITANT?
Not sure where to start? We're here to help! Book a 1-on-1 call with us and get all your questions answered with personalized guidance.
We offer tax planning and tax preparation services for business owners, professionals, and real estate investors. We also specialize in military returns.
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