Your business is growing. Your tax strategy should be too.
Most tax strategies are built for the business you had. We build for the business you’re becoming.
You started your business to build something. Not to spend every April stressed about taxes, second-guessing your write-offs, or wondering if you set things up right. We built New Wave Wealth to fix that.
Tax Strategy & Planning
We look at your income, structure, and timing, then build a real plan to lower your bill year after year. Estimated payments, write-offs, retirement contributions, all mapped out in advance, not in hindsight.
Tax Preparation
No scrambling in April. We work with you throughout the year so your return is accurate, on time, and never leaves money on the table.
Business Setup & Structure
S-corp or LLC? The wrong structure costs you thousands. We help you choose, set up, and optimize your entity from day one and keep it working for you as you grow.
What We Do
We help small business owners and high-earning freelancers pay less in taxes, protect what they're building, and make smarter financial decisions all year long. Not just in April.
How We Do It
Year-round support, not just tax season. Other firms check in once a year and call it planning. We stay in your corner all year. When something changes in your business, when you have a question, when you're about to make a big decision — that's when you reach out. That's what the relationship is for.
Proactive strategies, not just compliance. We're not waiting for April to look at your numbers. We're watching throughout the year, flagging opportunities, and making moves before deadlines hit. The goal isn't just to file your taxes correctly. It's to keep more of what you earn.
We work exclusively with people who run their own thing.
Small business owners who are tired of reactive tax advice. Freelancers and 1099 contractors who want someone who actually understands their situation. S-corp owners who need more than a once-a-year accountant. Real estate investors navigating depreciation, passive income, and growing portfolios. High earners who know they're leaving money on the table and want to stop.
If your taxes feel complicated and you're not sure you're getting the right help, you're in the right place.
Who We Do It For
Let’s begin the conversation.
Not sure where to start? We’re here to help. Whether you're ready to get started or just want to know if we're a good fit, the first conversation is always free. Tell me a little about your business and what's feeling complicated right now. I'll take it from there.