Transform Your Business's
Financial Future
Discover How Industry Leaders Accelerate Growth with Strategic Financial Leadership
Business owners we talk to are facing: Tax surprises •
Cash flow uncertainty •
Growth bottlenecks
Choose Your strategic Partnership level
Select the perfect level of support for your business stage
Foundation
Clients pay on average
$1,500/month
Perfect for businesses that:
- Want to focus more on customers
- Need organized financial systems
- Are ready to make data-driven decisions
- Want to build a scalable foundation
Key benefits
Free up 15+ hours monthly for revenue-generating activities
Get clear financial insights by the 25th of each month
Make confident pricing decisions with accurate cost data
Scale smoothly with optimized business systems
Your compliance transformation includes:
- Business Systems Optimization
- Professional invoicing that gets you paid faster
- Automated payroll that runs like clockwork
- Seamless banking integration
- Sales process enhancement
- Core Financial Intelligence
- Monthly financial clarity reports
- Strategic asset management
- Cost & pricing optimization data
- Key performance tracking
- Growth-Focused Tax Strategy
- Proactive tax planning
- Federal & state filing compliance
- Maximum deduction capture
- Risk minimization
- Strategic Support
- Regular check-ins
- Growth opportunity identification
- Decision-making guidance
Ascend
Clients pay on average
$3,250/month
Perfect for businesses that:
- Need faster financial insights
- Are ready to scale operations
- Want strategic growth guidance
- Seek customizable financial support
Key benefits
Get weekly financial updates for faster decision-making
Monitor cash flow in real-time to fuel growth
Optimize operations with strategic vendor management
Customize your growth strategy with CFO Guidance
Your enhanced transformation includes:
- Everything in Foundation
- Business Systems Optimization
- Core Financial Intelligence
- Growth Focused Tax Strategy
- Strategic Support
- Strategic Financial Leadership
- Weekly financial performance updates
- Proactive expense optimization
- Real-time cash flow monitoring
- Strategic vendor relationship management
- Access to Controller Services:
- Financial metrics for customer success
- Cash flow planning for growth
- Strategic investment analysis
- Customer payment optimization
- Risk management framework
- Access to Growth Acceleration Support
- Quick-decision financial data
- Strategic growth planning
- Investment opportunity analysis
- Expansion strategy support
Summit
Clients pay on average
$7,500/month
Perfect for businesses that:
- Are ready to dominate their market
- Need executive-level strategic guidance
- Want to build lasting competitive advantages
- Seek exponential growth opportunities
Key benefits
Transform your market position with executive-level strategy
Uncover hidden opportunities for exponential growth
Build sustainable competitive advantages
Maximize profitability across all revenue streams
Your executive transformation includes:
- Our Complete Growth Foundation
- All Foundation & Ascend benefits
- Enhanced with strategic leadership
- Market positioning focus
- Comprehensive financial oversight
- Choose Your Growth Accelerator
- Strategic Risk Management
- Technology Modernization
- Process Optimization
- Product Line Profit Maximization
- Custom KPI Development
- Executive Leadership Coaching
- Market Leadership Support
- New revenue stream development
- Innovation leadership
- Competitive advantage creation
- Team performance optimization
Flexible Add-Ons to Match Your Needs
Our adaptable model grows with your business, offering tailored solutions to meet your specific challenges and scale with your success.
Individual Tax & Planning
Starting at
$100 monthly
Take the stress out of personal tax compliance.
- Comprehensive tax strategy tailored for business owners.
- Preparation of federal and state individual returns.
- Maximize tax savings while staying fully compliant.
Audit Guard - IRS Notice & Audit Response Service
Starting at
$150 monthly
Peace of mind for any unexpected tax issues.
- Representation during income tax audits.
- Professional handling of IRS and state notice correspondence.
- Protect your time and let experts manage tax challenges.
Ideal for: Businesses wanting proactive support and risk management.
Budget Creation & Annual Update
Starting at
$100 monthly
Plan for success with clear financial roadmaps.
Ideal for: Businesses aiming for consistent, informed financial planning.
- Development of a detailed annual budget.
- Monthly budget-to-actual reporting for accurate tracking.
- Align your spending with strategic goals.
Ideal for: Businesses aiming for consistent, informed financial planning.
Weekly Management Snapshot
Starting at
$100 monthly
Stay ahead with real-time financial insights.
Ideal for: Owners needing quick, actionable insights without diving into the details.
- Weekly reports on your financial health.
- Key metrics for proactive decision-making.
- A simple way to maintain focus on growth and stability.
Ideal for: Owners needing quick, actionable insights without diving into the details.
Your financial success Deserves More Than Basic Compliance
At the core of our services is a proactive, integrated tax and accounting approach designed to:
- Optimize Every Income Stream: Ensure all revenue sources are properly tracked and maximized.
- Capture All Legitimate Expenses: Reduce tax liability with thorough documentation and strategic deductions.
- Keep You Audit-Ready: Maintain organized, accurate financial records for complete peace of mind.
- Manage Profits Strategically: Enhance tax efficiency while building long-term financial stability.
- Ensure Timely Filing: Protect your legal rights by meeting every deadline with confidence.
- Deliver Expert-Driven Results: Build, execute, and defend a financial strategy that aligns with your goals.
Don't leave your financial success to chance
Let our dedicated team shoulder the burden so you can focus on growing your business, free from IRS and state taxing authority concerns.
Let's Transform Your Financial Future
We combine advanced tax strategy & financial management with business advisory to help established owners ($500K-$7.5M+ Revenue) build more profitable, systematized businesses. Whether you need ongoing business services, tax resolution support, or estate & trust planning, our solutions transform your financial challenges into strategic advantages.
Your Path to Financial Excellence
Step 1: Share Your Vision
Through our Strategic Assessment, and our Discovery Chat we’ll gain a deep understanding of your unique situation and goals. This focused evaluation identifies immediate opportunities while ensuring our solutions align perfectly with your long-term objectives.
Step 2: Strategic Planning & Solution Design
Whether you need business optimization, tax resolution, or legacy planning, we’ll develop a customized action plan. Our proven process integrates advanced tax strategies with practical solutions, addressing your immediate concerns while securing your financial future.
Step 3: Implementation & Growth
Watch as our systematic approach transforms your financial situation. You’ll gain clarity, confidence, and control – whether through optimized business operations, resolved tax issues, or guided estate administration.
Why our clients partner with us
- Business Advisory & Financial Management: Our clients increase profits, improve margins, and scale their businesses efficiently by leveraging our technology-driven financial systems and strategic management expertise.
- Tax Resolution & Representation: From proactive tax strategy to full IRS representation, our clients maximize savings while staying compliant. We handle all tax complexities, ensuring ethical solutions that safeguard their wealth.
- Legacy & Wealth Transfer: Through estate, trust, and succession planning, we help business owners and high-net-worth families preserve wealth across generations, minimize tax liabilities, and navigate complex estate administration with confidence.
Start Your Journey Now
Complete this brief questionnaire to tell us about your needs, and schedule your discovery chat.
Trusted By Business Owners & Individuals Across America
Artist & Entreprenuer
I've been using Corridor for a few years now for all my tax needs and they've been great. James responds quickly to all my questions and they've been meticulous and thorough in processing my returns every year.
Individual
James has been excellent to work with, very responsive to our request. He is very timely with responses to email or documents uploaded to server. Great Job, we will be back!
Real Estate Investor
James is extremely knowledgeable and helpful. I did some tax consulting with him and came away with my fears relieved and having a plan for the future. Can recommend him enough!
Estate Attorney
Very thorough and very experienced. Knows how to use technology properly and knows what needs to be done
Investor
Great experience with Mr. James. It is hard to find a CPA who not only has great knowledge and expertise, but also has the willingness to do his best for his clients. He will thoroughly help his clients understand and navigate through complex tax situations such as tax debt, collections, crypto, and any other scenarios that may have multiple, nuanced options available to the clients. I highly recommend working with Mr. James, especially if you have complex tax issues.