Contact.

  • Our virtual office is located in Southern California.
  • E-mail us at contact@clevertaxes.com
  • Our office hours are Monday through Friday from 9 AM to 4 PM Pacific time.

I'm excited to design an amazing service package for you and your business.

If you'd like to get started on creating a custom package that saves you time, money, and sanity on taxes and finances, hit the button below to book an intro call on my calendar.

About your accountant.

Meet Bryan.

I'm Bryan - a California CPA (Certified Public Accountant) passionate about helping business owners with taxes and finances so they keep more of their money, save more of their time, and have complete confidence in their financial health. 

I offer over 8 years of deep experience providing expert tax consulting for big companies. After 8 years at a large international firm, I took time off to travel the world for 6 months. During my travels, I decided to start my own practice helping modern companies with their taxes and finances.

I was tired of seeing incomplete solutions that only serve as temporary bandaids for the real problem companies needed solved: a unified team taking care of all aspects of taxes and finance for their agency, studio, or startup.

By working with me, business owners won't have to worry about coordinating with their tax accountant, bookkeeper, and growth advisor. We are one and the same. We understand how your company works because we specialize in working with your industry. We can explain what the numbers are telling you, we know how you can grow your company, and we know how to save you a killing on taxes.

When I'm not working with my clients, you can find me sport climbing at the local crag, snowboarding (or faceplanting) on a double black diamond, or traveling to foreign countries to sample the local eats.

BOOK AN INTRO CALL WITH ME

"What I really like about Bryan is his full engagement, high spirit of enthusiasm, undaunted by difficulties and getting all hands aboard to draw out, spell out, and nail issues to the cross out loud with you from the biggest picture at your level, above your level and further down to the important lowest binary detail that you can ever imagine should you want to go knee deep. My frequent one-on-one and wider group interaction with Bryan on various tax matters has always been fruitful. I am very content collaborating with and looking to Bryan as a strategic tax consultant."

- Danny C.  

How it works.

I work a little different than most CPA firms. You don't start by buying a tax return while I throw basic run-of-the-mill tax preparation at you.

We begin with a Zoom discovery call so I can learn more about you and your business. From there, we put together a service package that addresses your tax and finance needs and allows you headroom to grow.

Then CleverTaxes implements your service package while you sit back and relax.

Let's work together.

I'm excited to start helping your business with taxes and finances!

Schedule a free discovery call with me to learn how the process works.

Save taxes and outsource accounting for your agency.

CleverTaxes helps marketing agencies, software studios, and online coaches/consultants save on taxes, outsource accounting, and grow their business.

FIND OUT HOW

We serve agencies... anywhere.

We're experts at helping online businesses generate massive tax savings and build complete confidence in their financial health. Some examples of the businesses we work with include:

  • Digital and Social Media Marketing Agencies
  • Design and Software Development Studios
  • Technology Startups
  • Coaches and Course Creators 
  • Consultants (SEO, Copywriting, Creative, Sales, etc.)
  • Affiliate and Network Marketers
  • Influencers (Podcasts, YouTube, Twitch, Patreon, Authors)


You'll have comfort knowing that CleverTaxes speaks your language because we specialize in tax and accounting services for your business.

At CleverTaxes, our tax and accounting team operates 100% online by using the latest cloud platforms so we can serve businesses located everywhere in the world!

How we help agencies.

We understand the struggles that you're going through while running a business:

  • You need to a complete solution to handle your books and accounting, but you can't afford to hire someone full time.
  • You paid a huge amount of taxes and penalties this year and want to know how to save with tax planning.
  • You want to grow your company without bleeding cash while you scale.


And while every business owner has felt this way, you don't have to any longer! We can help you with all of that. By working with us:

  • You'll have an accountant who keeps your business finances in order.
  • You'll have a tax advisor who will save you every last penny with the IRS.
  • You'll have a growth consultant who can help accelerate the growth of your online business.


By working with us, we help you save you time, money, AND sanity with your taxes and finances!

Our Services.

Every online business has specialized needs for taxes and finance. We offer the perfect blend of services that we've found work best for our clients within our packages.

Minimum

We prepare your annual tax returns and quarterly estimated tax payments for you and your business. We go the extra mile to provide you a video review of your tax return where we assess your business for risks and recommendations for tax savings!

Best Value 

We give you complete clarity over your business finances that EVERY mature business needs. We operate as your outsourced accounting department including monthly bookkeeping, payroll, AR/AP, and more along with a video assessment of your financial results.

< Recommended >

We offer business growth consulting where we create and manage your growth plan so you can scale your business without breaking. This includes twice-a-month updates and our suite of complete back office solutions.

Check out some of our testimonials.

"Bryan had constantly been able to answer paramountly the single most important question for me. He had always been able to figure out HOW to get things done. His intellectual curiosity, enthusiastic work ethic, and even-keel approach to client service are all remarkable." - Tony P. 

"What I really like about Bryan is his full engagement, high spirit of enthusiasm, undaunted by difficulties and getting all hands aboard to draw out, spell out, and nail issues to the cross out loud with you from the biggest picture at your level, above your level and further down to the important lowest binary detail that you can ever imagine should you want to go knee deep. My frequent one-on-one and wider group interaction with Bryan on various tax matters has always been fruitful. I am very content collaborating with and looking to Bryan as a strategic tax consultant." - Danny C.

Check out our blog.

Massive Super Deduction for Your Online Business 

I unveil this massive new super deduction and limitations for online business owners who want to save 4, 5, or 6 figures in tax.

How Limited Liability Company Taxes Work

Why entrepreneurs form a Limited Liability Company ("LLC") and the pros and cons each tax classification available for your business.

How Tax Deferrals Reduce Your Taxes

A primer on how you can optimize your method of accounting with a tax deferral strategy to reduce your tax bill.

Meet your accountant.

Bryan Nguyen, CPA

Learn more about how I can help with taxes and accounting for your business today!

Privacy Policy

CleverTaxes LLC (“CleverTaxes”) understands that your privacy is important to you. We are committed to protecting the privacy of your personally-identifiable information as you use this website. This Privacy Policy tells you how we protect and use information that we gather from you. By using this website, you consent to the terms described in the most recent version of this Privacy Policy. You should also read our Terms of Use to understand the general rules about your use of this website, and any additional terms that may apply when you access particular services or materials on certain areas of this website. “We,” “our” means CleverTaxes and its affiliates. “You,” “your,” visitor,” or “user” means the individual accessing this site.  

PERSONAL AND NON-PERSONAL INFORMATION  

Our Privacy Policy identifies how we treat your personal and non-personal information.  

WHAT IS NON-PERSONAL INFORMATION AND HOW IS IT COLLECTED AND USED?  

Non personal information is information that cannot identify you. If you visit this web site to read information, such as information about one of our services, we may collect certain non-personal information about you from your computer’s web browser. Because non-personal information cannot identify you or be tied to you in any way, there are no restrictions on the ways that we can use or share non-personal information. What is personal information and how is it collected? Personal information is information that identifies you as an individual, such as your name, mailing address, e-mail address, telephone number, and fax number. We may collect personal information from you in a variety of ways:  

When you send us an application or other form When you conduct a transaction with us, our affiliates, or others When we collect information about in you in support of a transaction, such as credit card information In some places on this web site you have the opportunity to send us personal information about yourself, to elect to receive particular information, to purchase access to one of our products or services, or to participate in an activity.  

ARE COOKIES OR OTHER TECHNOLOGIES USED TO COLLECT PERSONAL INFORMATION?  

Yes, we may use cookies and related technologies, such as web beacons, to collect information on our web site. A cookie is a text file that is placed on your hard disk by a web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you, and can only be read by a web server in the domain that issued the cookie to you. One of the primary purposes of cookies is to provide a convenience feature to save you time. The purpose of a cookie is to tell the Web server that you have returned to a specific page. For example, if you register with us, a cookie helps us to recall your specific information on subsequent visits. This simplifies the process of recording your personal information, such as billing addresses, shipping addresses, and so on. When you return to the same website, the information you previously provided can be retrieved, so you can easily use the features that you customized. A web beacon is a small graphic image that allows the party that set the web beacon to monitor and collect certain information about the viewer of the web page, web-based document or e-mail message, such as the type of browser requesting the web beacon, the IP address of the computer that the web beacon is sent to and the time the web beacon was viewed. Web beacons can be very small and invisible to the user, but, in general, any electronic image viewed as part of a web page or e-mail, including HTML based content, can act as a web beacon. We may use web beacons to count visitors to the web pages on the web site or to monitor how our users navigate the web site, and we may include web beacons in e-mail messages in order to count how many messages sent were actually opened, acted upon or forwarded.  

Third party vendors also may use cookies on our web site. For instance, we may contract with third parties who will use cookies on our web site to track and analyze anonymous usage and volume statistical information from our visitors and members. Such information is shared externally only on an anonymous, aggregated basis. These third parties use persistent cookies to help us to improve the visitor experience, to manage our site content, and to track visitor behaviour. We may also contract with a third party to send e-mail to our registered subscribers.  

To help measure and improve the effectiveness of our e-mail communications, the third party sets cookies. All data collected by this third party on behalf of CleverTaxes is used solely by or on behalf of CleverTaxes and is shared externally only on an anonymous, aggregated basis. From time to time we may allow third parties to post advertisements on our web site, and those third-party advertisements may include a cookie or web beacon served by the third party. This Privacy Policy does not cover the use of information collected from you by third party ad servers. We do not control cookies in such third party ads, and you should check the privacy policies of those advertisers and/or ad services to learn about their use of cookies and other technology before linking to an ad. We will not share your personal information with these companies, but these companies may use information about your visits to this and other web sites in order to provide advertisements on this site and other sites about goods and services that may be of interest to you, and they may share your personal information that you provide to them with others.  

You have the ability to accept or decline cookies. Most Web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you choose to decline cookies, you may not be able to fully experience the interactive features of the CleverTaxes websites you visit.  

HOW DO YOU USE OUR PERSONAL INFORMATION?  

CleverTaxes may keep and use personal information we collect from or about you to provide you with access to this web site or other products or services, to respond to your requests, to bill you for products/services you purchased, and to provide ongoing service and support, to contact you with information that might be of interest to you, including information about products and services of ours and of others, or ask for your opinion about our products or the products of others, for record keeping and analytical purposes and to research, develop and improve programs, products, services and content.  

Personal information collected online may be combined with information you provide to us through other sources We may also remove your personal identifiers (your name, email address, social security number, etc). In this case, you would no longer be identified as a single unique individual. Once we have de-identified information, it is non-personal information and we may treat it like other non-personal information. Finally, we may use your personal information to protect our rights or property, or to protect someone’s health, safety or welfare, and to comply with a law or regulation, court order or other legal process.  

DO YOU SHARE PERSONAL INFORMATION WITH OTHERS?  

We will not share your personal information collected from this web site with an unrelated third party without your permission, except as otherwise provided in this Privacy Policy. In the ordinary course of business, we may share some personal information with companies that we hire to perform services or functions on our behalf. In all cases in which we share your personal information with a third party for the purpose of providing a service to us, we will not authorize them to keep, disclose or use your information with others except for the purpose of providing the services we asked them to provide.  

We will not sell, exchange or publish your personal information, except in conjunction with a corporate sale, merger, dissolution, or acquisition. For some sorts of transactions, in addition to our direct collection of information, our third party service vendors (such as credit card companies, clearinghouses and banks) who may provide such services as credit, insurance, and escrow services may collect personal information directly from you to assist you with your transaction. We do not control how these third parties use such information, but we do ask them to disclose how they use your personal information before they collect it.  

If you submit a review for a third party (person or business) using our Facebook Fan Review Application, during the submission process we ask your permission to gather your basic information (such as name and email address) which we then share with the third party for whom you are submitting the review. We may be legally compelled to release your personal information in response to a court order, subpoena, search warrant, law or regulation.  

We may cooperate with law enforcement authorities in investigating and prosecuting web site visitors who violate our rules or engage in behavior, which is harmful to other visitors (or illegal). We may disclose your personal information to third parties if we feel that the disclosure is necessary to protect our rights or property, protect someone’s health, safety or welfare, or to comply with a law or regulation, court order or other legal process. As discussed in the section on cookies and other technologies, from time to time we may allow a third party to serve advertisements on this web site.  

If you share information with the advertiser, including by clicking on their ads, this Privacy Policy does not control the advertisers use of your personal information, and you should check the privacy policies of those advertisers and/or ad services to learn about their use of cookies and other technology before linking to an ad.  

HOW IS PERSONAL INFORMATION USED FOR COMMUNICATIONS?  

We may contact you periodically by e-mail, mail or telephone to provide information regarding programs, products, services and content that may be of interest to you. In addition, some of the features on this web site allow you to communicate with us using an online form. If your communication requests a response from us, we may send you a response via e-mail. The e-mail response or confirmation may include your personal information. We cannot guarantee that our e-mails to you will be secure from unauthorized interception.  

HOW IS PERSONAL INFORMATION SECURED?  

We have implemented generally accepted standards of technology and operational security in order to protect personally-identifiable information from loss, misuse, alteration, or destruction. Only authorized personnel and third party vendors have access to your personal information, and these employees and vendors are required to treat this information as confidential. Despite these precautions, we cannot guarantee that unauthorized persons will not obtain access to your personal information.  

LINKS  

This site contains links to other sites that provide information that we consider to be interesting. CleverTaxes is not responsible for the privacy practices or the content of such web sites.  

PUBLIC DISCUSSIONS  

This site may provide public discussions on various business valuation topics. Please note that any information you post in these discussions will become public, so please do not post sensitive information in the public discussions. Whenever you publicly disclose information online, that information could be collected and used by others. We are not responsible for any action or policies of any third parties who collect information that users disclose in any such forums on the web site. CleverTaxes does not agree or disagree with anything posted on the discussion board. Also remember that you must comply with our other published policies regarding postings on our public forums.  

HOW CAN A USER ACCESS, CHANGE, AND/OR DELETE PERSONAL INFORMATION?  

You may access, correct, update, and/or delete any personally-identifiable information that you submit to the web site. You may also unsubscribe from mailing lists or any registrations on the web site. To do so, please contact support@coachingcpa.com to remove your information.  

CHILDREN’S PRIVACY  

CleverTaxes will not intentionally collect any personal information (such as a child’s name or email address) from children under the age of 13. If you think that we have collected personal information from a child under the age of 13, please contact us.  

CHANGES  

CleverTaxes reserves the right to modify this statement at any time. Any changes to this Privacy Policy will be listed in this section, and if such changes are material, a notice will be included on the homepage of the web site for a period of time. If you have any questions about privacy at any websites operated by CleverTaxes or about our website practices, please contact us at: support@clevertaxes.com.

Terms and Conditions

General  

This website (the “Site”) is owned and operated by CleverTaxes LLC (“COMPANY,” “we” or “us”). By using the Site, you agree to be bound by these Terms of Service and to use the Site in accordance with these Terms of Service, our Privacy Policy and any additional terms and conditions that may apply to specific sections of the Site or to products and services available through the Site or from COMPANY.  

Accessing the Site, in any manner, whether automated or otherwise, constitutes use of the Site and your agreement to be bound by these Terms of Service.  

We reserve the right to change these Terms of Service or to impose new conditions on use of the Site, from time to time, in which case we will post the revised Terms of Service on this website. By continuing to use the Site after we post any such changes, you accept the Terms of Service, as modified.  

Intellectual Property Rights  

Our Limited License to You  

This Site and all the materials available on the Site are the property of us and/or our affiliates or licensors, and are protected by copyright, trademark, and other intellectual property laws. The Site is provided solely for your personal noncommercial use. You may not use the Site or the materials available on the Site in a manner that constitutes an infringement of our rights or that has not been authorized by us. More specifically, unless explicitly authorized in these Terms of Service or by the owner of the materials, you may not modify, copy, reproduce, republish, upload, post, transmit, translate, sell, create derivative works, exploit, or distribute in any manner or medium (including by email or other electronic means) any material from the Site. You may, however, from time to time, download and/or print one copy of individual pages of the Site for your personal, non-commercial use, provided that you keep intact all copyright and other proprietary notices.  

Your License to Us  

By posting or submitting any material (including, without limitation, comments, blog entries, Facebook postings, photos and videos) to us via the Site, internet groups, social media venues, or to any of our staff via email, text or otherwise, you are representing: (i) that you are the owner of the material, or are making your posting or submission with the express consent of the owner of the material; and (ii) that you are thirteen years of age or older. In addition, when you submit, email, text or deliver or post any material, you are granting us, and anyone authorized by us, a royalty-free, perpetual, irrevocable, non-exclusive, unrestricted, worldwide license to use, copy, modify, transmit, sell, exploit, create derivative works from, distribute, and/or publicly perform or display such material, in whole or in part, in any manner or medium, now known or hereafter developed, for any purpose. The foregoing grant shall include the right to exploit any proprietary rights in such posting or submission, including, but not limited to, rights under copyright, trademark, service mark or patent laws under any relevant jurisdiction. Also, in connection with the exercise of such rights, you grant us, and anyone authorized by us, the right to identify you as the author of any of your postings or submissions by name, email address or screen name, as we deem appropriate.  

You acknowledge and agree that any contributions originally created by you for us shall be deemed a “work made for hire” when the work performed is within the scope of the definition of a work made for hire in Section 101 of the United States Copyright Law, as amended. As such, the copyrights in those works shall belong to COMPANY from their creation. Thus, COMPANY shall be deemed the author and exclusive owner thereof and shall have the right to exploit any or all of the results and proceeds in any and all media, now known or hereafter devised, throughout the universe, in perpetuity, in all languages, as COMPANY determines. In the event that any of the results and proceeds of your submissions hereunder are not deemed a “work made for hire” under Section 101 of the Copyright Act, as amended, you hereby, without additional compensation, irrevocably assign, convey and transfer to COMPANY all proprietary rights, including without limitation, all copyrights and trademarks throughout the universe, in perpetuity in every medium, whether now known or hereafter devised, to such material and any and all right, title and interest in and to all such proprietary rights in every medium, whether now known or hereafter devised, throughout the universe, in perpetuity. Any posted material which are reproductions of prior works by you shall be co-owned by us.  

You acknowledge that COMPANY has the right but not the obligation to use and display any postings or contributions of any kind and that COMPANY may elect to cease the use and display of any such materials (or any portion thereof), at any time for any reason whatsoever.  

Limitations on Linking and Framing  

You may establish a hypertext link to the Site so long as the link does not state or imply any sponsorship of your site by us or by the Site. However, you may not, without our prior written permission, frame or inline link any of the content of the Site, or incorporate into another website or other service any of our material, content or intellectual property.  

Disclaimers  

Throughout the Site, we may provide links and pointers to Internet sites maintained by third parties. Our linking to such third-party sites does not imply an endorsement or sponsorship of such sites, or the information, products or services offered on or through the sites. In addition, neither we nor affiliates operate or control in any respect any information, products or services that third parties may provide on or through the Site or on websites linked to by us on the Site.  

If applicable, any opinions, advice, statements, services, offers, or other information or content expressed or made available by third parties, including information providers, are those of the respective authors or distributors, and not COMPANY. Neither COMPANY nor any third-party provider of information guarantees the accuracy, completeness, or usefulness of any content. Furthermore, COMPANY neither endorses nor is responsible for the accuracy and reliability of any opinion, advice, or statement made on any of the Sites by anyone other than an authorized COMPANY representative while acting in his/her official capacity.  

THE INFORMATION, PRODUCTS AND SERVICES OFFERED ON OR THROUGH THE SITE AND BY COMPANY AND ANY THIRD-PARTY SITES ARE PROVIDED “AS IS” AND WITHOUT WARRANTIES OF ANY KIND EITHER EXPRESS OR IMPLIED. TO THE FULLEST EXTENT PERMISSIBLE PURSUANT TO APPLICABLE LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. WE DO NOT WARRANT THAT THE SITE OR ANY OF ITS FUNCTIONS WILL BE UNINTERRUPTED OR ERROR-FREE, THAT DEFECTS WILL BE CORRECTED, OR THAT ANY PART OF THIS SITE, INCLUDING BULLETIN BOARDS, OR THE SERVERS THAT MAKE IT AVAILABLE, ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS.  

WE DO NOT WARRANT OR MAKE ANY REPRESENTATIONS REGARDING THE USE OR THE RESULTS OF THE USE OF THE SITE OR MATERIALS ON THIS SITE OR ON THIRD-PARTY SITES IN TERMS OF THEIR CORRECTNESS, ACCURACY, TIMELINESS, RELIABILITY OR OTHERWISE.  

You agree at all times to defend, indemnify and hold harmless COMPANY its affiliates, their successors, transferees, assignees and licensees and their respective parent and subsidiary companies, agents, associates, officers, directors, shareholders and employees of each from and against any and all claims, causes of action, damages, liabilities, costs and expenses, including legal fees and expenses, arising out of or related to your breach of any obligation, warranty, representation or covenant set forth herein.  

Online Commerce  

Certain sections of the Site may allow you to purchase many different types of products and services online that are provided by third parties. We are not responsible for the quality, accuracy, timeliness, reliability or any other aspect of these products and services. If you make a purchase from a merchant on the Site or on a site linked to by the Site, the information obtained during your visit to that merchant’s online store or site, and the information that you give as part of the transaction, such as your credit card number and contact information, may be collected by both the merchant and us. A merchant may have privacy and data collection practices that are different from ours. We have no responsibility or liability for these independent policies. In addition, when you purchase products or services on or through the Site, you may be subject to additional terms and conditions that specifically apply to your purchase or use of such products or services. For more information regarding a merchant, its online store, its privacy policies, and/or any additional terms and conditions that may apply, visit that merchant’s website and click on its information links or contact the merchant directly. You release us and our affiliates from any damages that you incur, and agree not to assert any claims against us or them, arising from your purchase or use of any products or services made available by third parties through the Site.  

Your participation, correspondence or business dealings with any third party found on or through our Site, regarding payment and delivery of specific goods and services, and any other terms, conditions, representations or warranties associated with such dealings, are solely between you and such third party. You agree that COMPANY shall not be responsible or liable for any loss, damage, or other matters of any sort incurred as the result of such dealings.  

You agree to be financially responsible for all purchases made by you or someone acting on your behalf through the Site. You agree to use the Site and to purchase services or products through the Site for legitimate, non-commercial purposes only. You also agree not to make any purchases for speculative, false or fraudulent purposes or for the purpose of anticipating demand for a particular product or service. You agree to only purchase goods or services for yourself or for another person for whom you are legally permitted to do so. When making a purchase for a third party that requires you to submit the third party’s personal information to us or a merchant, you represent that you have obtained the express consent of such third party to provide such third party’s personal information.  

Your purchase is for personal use only. Sharing of purchases is not permitted and will be considered unauthorized, an infringing use of our copyrighted material, and may subject violators to liability.  

If payment for a course is declined, our system will automatically disable access to our premium materials. (We understand. This usually happens because a credit card expires.) We want to help restore your access, so we’ll make every attempt to contact you to help resolve this issue. Once the billing issue is resolved, we’ll restore access.  

Interactive Features  

This Site may include a variety of features, such as bulletin boards, web logs, chat rooms, and email services, which allow feedback to us and real-time interaction between users, and other features which allow users to communicate with others. Responsibility for what is posted on bulletin boards, web logs, chat rooms, and other public posting areas on the Site, or sent via any email services on the Site, lies with each user – you alone are responsible for the material you post or send. We do not control the messages, information or files that you or others may provide through the Site. It is a condition of your use of the Site that you do not:  

Restrict or inhibit any other user from using and enjoying the Site. Use the Site to impersonate any person or entity, or falsely state or otherwise misrepresent your affiliation with a person or entity. Interfere with or disrupt any servers or networks used to provide the Site or its features, or disobey any requirements, procedures, policies or regulations of the networks we use to provide the Site. Use the Site to instigate or encourage others to commit illegal activities or cause injury or property damage to any person. Gain unauthorized access to the Site, or any account, computer system, or network connected to this Site, by means such as hacking, password mining or other illicit means. Obtain or attempt to obtain any materials or information through any means not intentionally made available through this Site. Use the Site to post or transmit any unlawful, threatening, abusive, libelous, defamatory, obscene, vulgar, pornographic, profane or indecent information of any kind, including without limitation any transmissions constituting or encouraging conduct that would constitute a criminal offense, give rise to civil liability or otherwise violate any local, state, national or international law. Use the Site to post or transmit any information, software or other material that violates or infringes upon the rights of others, including material that is an invasion of privacy or publicity rights or that is protected by copyright, trademark or other proprietary right, or derivative works with respect thereto, without first obtaining permission from the owner or rights holder. Use the Site to post or transmit any information, software or other material that contains a virus or other harmful component. Use the Site to post, transmit or in any way exploit any information, software or other material for commercial purposes, or that contains advertising. Use the Site to advertise or solicit to anyone to buy or sell products or services, or to make donations of any kind, without our express written approval. Gather for marketing purposes any email addresses or other personal information that has been posted by other users of the Site.  

COMPANY may host message boards, chats and other public forums on its Sites. Any user failing to comply with the terms and conditions of this Agreement may be expelled from and refused continued access to, the message boards, chats or other public forums in the future. COMPANY or its designated agents may remove or alter any user-created content at any time for any reason. Message boards, chats and other public forums are intended to serve as discussion centers for users and subscribers. Information and content posted within these public forums may be provided by COMPANY staff, COMPANY’s outside contributors, or by users not connected with COMPANY, some of whom may employ anonymous user names. COMPANY expressly disclaims all responsibility and endorsement and makes no representation as to the validity of any opinion, advice, information or statement made or displayed in these forums by third parties, nor are we responsible for any errors or omissions in such postings, or for hyperlinks embedded in any messages. Under no circumstances will we, our affiliates, suppliers or agents be liable for any loss or damage caused by your reliance on information obtained through these forums. The opinions expressed in these forums are solely the opinions of the participants, and do not reflect the opinions of COMPANY or any of its subsidiaries or affiliates.  

COMPANY has no obligation whatsoever to monitor any of the content or postings on the message boards, chat rooms or other public forums on the Sites. However, you acknowledge and agree that we have the absolute right to monitor the same at our sole discretion. In addition, we reserve the right to alter, edit, refuse to post or remove any postings or content, in whole or in part, for any reason and to disclose such materials and the circumstances surrounding their transmission to any third party in order to satisfy any applicable law, regulation, legal process or governmental request and to protect ourselves, our clients, sponsors, users and visitors.  

We occasionally include access to an online community as part of our programs. We want every single member to add value to the group. Our goal is to make your community the most valuable community you’re a member of. Therefore, we reserve the right to remove anyone at any time. We rarely do this, but we want to let you know how seriously we take our communities.  

Registration  

To access certain features of the Site, we may ask you to provide certain demographic information including your gender, year of birth, zip code and country. In addition, if you elect to sign-up for a particular feature of the Site, such as chat rooms, web logs, or bulletin boards, you may also be asked to register with us on the form provided and such registration may require you to provide personally identifiable information such as your name and email address. You agree to provide true, accurate, current and complete information about yourself as prompted by the Site’s registration form. If we have reasonable grounds to suspect that such information is untrue, inaccurate, or incomplete, we have the right to suspend or terminate your account and refuse any and all current or future use of the Site (or any portion thereof). Our use of any personally identifiable information you provide to us as part of the registration process is governed by the terms of our Privacy Policy.  

Passwords  

To use certain features of the Site, you will need a username and password, which you will receive through the Site’s registration process. You are responsible for maintaining the confidentiality of the password and account, and are responsible for all activities (whether by you or by others) that occur under your password or account. You agree to notify us immediately of any unauthorized use of your password or account or any other breach of security, and to ensure that you exit from your account at the end of each session. We cannot and will not be liable for any loss or damage arising from your failure to protect your password or account information.  

Limitation of Liability  

UNDER NO CIRCUMSTANCES, INCLUDING, BUT NOT LIMITED TO, NEGLIGENCE, SHALL WE, OUR SUBSIDIARY AND PARENT COMPANIES OR AFFILIATES BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES THAT RESULT FROM THE USE OF, OR THE INABILITY TO USE, THE SITE, INCLUDING OUR MESSAGING, BLOGS, COMMENTS OF OTHERS, BOOKS, EMAILS, PRODUCTS, OR SERVICES, OR THIRD-PARTY MATERIALS, PRODUCTS, OR SERVICES MADE AVAILABLE THROUGH THE SITE OR BY US IN ANY WAY, EVEN IF WE ARE ADVISED BEFOREHAND OF THE POSSIBILITY OF SUCH DAMAGES. (BECAUSE SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF CERTAIN CATEGORIES OF DAMAGES, THE ABOVE LIMITATION MAY NOT APPLY TO YOU. IN SUCH STATES, OUR LIABILITY AND THE LIABILITY OF OUR SUBSIDIARY AND PARENT COMPANIES OR AFFILIATES IS LIMITED TO THE FULLEST EXTENT PERMITTED BY SUCH STATE LAW.) YOU SPECIFICALLY ACKNOWLEDGE AND AGREE THAT WE ARE NOT LIABLE FOR ANY DEFAMATORY, OFFENSIVE OR ILLEGAL CONDUCT OF ANY USER. IF YOU ARE DISSATISFIED WITH THE SITE, ANY MATERIALS, PRODUCTS, OR SERVICES ON THE SITE, OR WITH ANY OF THE SITE’S TERMS AND CONDITIONS, YOUR SOLE AND EXCLUSIVE REMEDY IS TO DISCONTINUE USING THE SITE AND THE PRODUCTS, SERVICES AND/OR MATERIALS COMPANY IS NOT AN INVESTMENT ADVISORY SERVICE, IS NOT AN INVESTMENT ADVISER, AND DOES NOT PROVIDE PERSONALIZED FINANCIAL ADVICE OR ACT AS A FINANCIAL ADVISOR.  

WE EXIST FOR EDUCATIONAL PURPOSES ONLY, AND THE MATERIALS AND INFORMATION CONTAINED HEREIN AND IN OUR PRODUCTS AND SERVICES ARE FOR GENERAL INFORMATIONAL PURPOSES ONLY. NONE OF THE INFORMATION PROVIDED BY US IS INTENDED AS INVESTMENT, TAX, ACCOUNTING OR LEGAL ADVICE, AS AN OFFER OR SOLICITATION OF AN OFFER TO BUY OR SELL, OR AS AN ENDORSEMENT, RECOMMENDATION OR SPONSORSHIP OF ANY COMPANY, SECURITY, OR FUND. OUR INFORMATION SHOULD NOT BE RELIED UPON FOR PURPOSES OF TRANSACTING IN SECURITIES OR OTHER INVESTMENTS.  

WE DO NOT OFFER OR PROVIDE LEGAL OR INVESTMENT ADVICE AND YOU ARE RESPONSIBLE FOR CONSULTING LEGAL OR FINANCIAL PROFESSIONALS BEFORE ACTING ON ANY INFORMATION PROVIDED BY US. THIS SITE IS CONTINUALLY UNDER DEVELOPMENT AND COMPANY MAKES NO WARRANTY OF ANY KIND, IMPLIED OR EXPRESS, AS TO ITS ACCURACY, COMPLETENESS OR APPROPRIATENESS FOR ANY PURPOSE.  

YOU acknowledge and agrees that no representation has been made by COMPANY OR ITS AFFILIATES and relied upon as to the future income, expenses, sales volume or potential profitability that may be derived from the participation in THIS PROGRAM.  

Termination  

We may cancel or terminate your right to use the Site or any part of the Site at any time without notice. In the event of cancellation or termination, you are no longer authorized to access the part of the Site affected by such cancellation or termination. The restrictions imposed on you with respect to material downloaded from the Site, and the disclaimers and limitations of liabilities set forth in these Terms of Service, shall survive.  

Refund Policy  

Your purchase of a product or service or ticket to an event may or may not provide for any refund. Each specific product, service, event or course will specify its own refund policy.  

Other  

The Digital Millennium Copyright Act of 1998 (the “DMCA”) provides recourse for copyright owners who believe that material appearing on the Internet infringes their rights under the U.S. copyright law. If you believe in good faith that materials hosted by COMPANY infringe your copyright, you, or your agent may send to COMPANY a notice requesting that the material be removed or access to it be blocked. Any notification by a copyright owner or a person authorized to act on its behalf that fails to comply with requirements of the DMCA shall not be considered sufficient notice and shall not be deemed to confer upon COMPANY actual knowledge of facts or circumstances from which infringing material or acts are evident. If you believe in good faith that a notice of copyright infringement has been wrongly filed against you, the DMCA permits you to send to COMPANY a counter-notice. All notices and counter notices must meet the then current statutory requirements imposed by the DMCA; see http://www.loc.gov/copyright for details. COMPANY’s Copyright Agent for notice of claims of copyright infringement or counter notices can be reached as follows: support@clevertaxes.com  

This Agreement shall be binding upon and inure to the benefit of COMPANY and our respective assigns, successors, heirs, and legal representatives. Neither this Agreement nor any rights hereunder may be assigned without the prior written consent of COMPANY. Notwithstanding the foregoing, all rights and obligations under this Agreement may be freely assigned by COMPANY to any affiliated entity or any of its wholly owned subsidiaries.  

These Terms of Use shall be governed by and construed in accordance with the laws of the State of California and any dispute shall be subject to binding arbitration in California, United States. If any provision of this agreement shall be unlawful, void or for any reason unenforceable, then that provision shall be deemed severable from this agreement and shall not affect the validity and enforceability of any remaining provisions.  

Disclaimer  

Although it is highly unlikely, This policy may be changed at any time at our discretion. If we should update this policy, we will post the updates to this page on our Website.  

If you have any questions or concerns regarding our privacy policy please direct them to: support@clevertaxes.com

The Smart Saver Tax Essentials.

Tax Preparation

Everyone knows you have to file a tax return every year. The benefits of working with us is our Smart Saver Tax Essentials covers a complete review of your return by a CPA who knows taxes for marketing entrepreneurs. Optimizing tax savings for online marketers is our bread and butter.

Estimated Taxes

Not sure how much you need to pay in every quarter? Our Smart Saver Tax Essentials covers quarterly estimated tax planning and extensions. If you sign up for our bookkeeping and payroll service (with an S corporation), we calculate what you need to pay to the government and directly adjust your federal and state withholdings making it a breeze.

Video Review

Don't you hate getting nickel and dimed asking your CPA some simple questions? With our Smart Saver Tax Essentials, we include video review of your tax return where we make recommendations based on our assessment. We're big believers in making sure our clients know what's going into their tax return.

BOOK A DISCOVERY CALL

Saving you on taxes.

If you're a business owner looking for a tax advisor who:

  • knows your business model like the back of their hand
  • focuses on getting you the best tax result before touching your return
  • can stay ahead of the tax questions you'll inevitably have


...then you're in the right place. We offer full-service tax support for agencies, studios, and startups needing tax preparation and consulting with a practice that specializes in your industry.

We take a consultative approach to serving our clients which means we focus on getting the best results rather than churning out numbers onto a piece of paper. Our proactive nature, familiarity with your industry, and sage tax experience will get you the most tax savings.

Genius Tax Planning.

Treasure Trove

If you're a seasoned digital entrepreneur netting over six-figures, we offer our Treasure Trove to set you up with an S corporation that pays for itself in tax savings all in the first year.

IRS Troubles

Nothing is scarier than receiving a notice from the Internal Revenue Service. We can correspond on your behalf with the IRS and negotiate the best possible result for you as soon as possible.

Advanced Tax Consulting

Sometimes you need more sophisticated tax advice that helps you save on taxes for your online business. We offer tax consulting outside of your return preparation package if you need complex tax research and advice to get you the right answers.

"Bryan reviewed my previous tax returns to discover an error caused by my former accountant. Not only does Bryan provide clients with assistance on tax return prep, their team provides clients with excellent tax strategy support to minimize future tax liability. Most firms charge exuberant fees for this service, but Bryan provides excellent services for a reasonable price and I highly recommend Bryan to my friends and colleagues."

- Jordan T.

Which tax package is right for you?

Solopreneur

Whether you're a new agency owner, growing Instagram influencer, or marketing coach, we have you covered! Our Smart Saver Solo Tax Essentials covers the following:

  • Individual Federal and State Preparation
  • Quarterly Estimated Tax Payments
  • Video Review of Return

Business

If you have a separate company for your business, we can take care of all the income tax filings for your company. Our Smart Saver Business Tax Essentials covers the following:

  • Business Federal and State Preparation
  • Quarterly Business Estimated Tax Calculations
  • Video Review of Return

Combined

Most entrepreneurs prefer that we handle both their individual and business taxes together. This makes it easy for you to coordinate all of your taxes with one provider. We offer a Combined Smart Saver Tax Essentials that covers the following:

  • Individual Federal and State Preparation
  • Business Federal and State Preparation
  • Quarterly Individual Estimated Tax Calculations
  • Quarterly Business Estimated Tax Calculations 
  • Video Review of Individual Return
  • Video Review of Business Return


Included with our Clever Profit Catalyst

"Bryan was referred to us by a fellow Return Peace Corps volunteer. My wife and I have a complex work situation (e.g. both in international non-profit, both consult on the side, etc.), and Bryan total understood it. If there was something he didn’t know based on a question we asked, he had a cohort of colleagues to reach out to to find the answer. He asked detailed questions, requested specific numbers, and got us a great tax return. All work is done remotely and uploading docs onto a secure website; scanning and submitting documents online is a pain but in this day-and-age this is new norm. We felt confident that these documents were secured online with the program that Bryan uses. He is very responsive to questions and will give you a list of items that he needs from you. Based on this professional background as a CPA, he has the ability to explain things to his clients that makes sense without a lot of jargon. His fee is reasonable and competitive to current rates; he’s the cheapest we’ve found in the last several years."

- Travis W.

The Smart Saver Tax Essentials.

Tax Preparation

Everyone knows you have to file a tax return every year. The benefits of working with us is our Smart Saver Tax Essentials covers a complete review of your return by a CPA who knows taxes for digital entrepreneurs. Optimizing tax savings for online businesses is our bread and butter.  

Estimated Taxes

Not sure how much you need to pay in every quarter? Our Smart Saver Tax Essentials covers quarterly estimated tax planning and extensions. If you sign up for our bookkeeping and payroll service (with an S corporation), we calculate what you need to pay to the government and directly adjust your federal and state withholdings making it a breeze.  

Recommendations

Don't you hate getting nickel and dimed asking your CPA some simple questions? With our Smart Saver Tax Essentials, we include video review of your tax return where we make recommendations based on our assessment. We're big believers in making sure our clients know what's going into their tax return.  

Genius Tax Planning.

Treasure Trove

If you're a seasoned digital entrepreneur netting over six-figures, we offer our Treasure Trove to set you up with an S corporation that pays for itself in tax savings all in the first year! After that, Our Clever Clear Profit Package covers all the things you need to be IRS compliant.

Tax Planning and Structuring

If you're tired of not knowing how much more you could save with proper tax planning, say no more. We are experts in identifying the best tax structure that works for your business. This is a core competency for us - giving you the best opportunities to save on taxes.

Advanced Tax Consulting

Sometimes you need more sophisticated tax advice that will help you make better long term business decisions for your business. We offer tax consulting on an hourly basis outside of your return preparation package if you need complex tax research and advice to get you the right answers.

The Clever Profit Catalyst. 

Smart Saver Tax Essentials

The Clever Profit Catalyst comes bundled with our complete suite of tax services in our Combined Smart Saver Tax Essentials plus a bonus! Our bonus includes Tax Audit Defense with the IRS and States for each year we prepare your income tax returns and financial records. This package covers everything you need to administer your S corporation in compliance with the IRS.

Bookkeeping and Payroll

Doesn't it seem impossible to stay on top of your books every month? We'll update your Quickbooks Online transactions, reconcile your banking and credit accounts, and help you pay your workforce with Gusto. With all of this, you'll have complete financial clarity in everything going on in your business at all times.

Video Monthly Updates

Keeping your financial data organized is nice, but it doesn't do anything for you unless you can make sense of the numbers. We provide a video review of your monthly finances which will empower you to make better decisions to grow your business. If you need help doubling your profits, check out our Genius Growth Accelerator for expert consulting.

The Genius Growth Accelerator. 

Clever Profit Catalyst

The Genius Growth Accelerator comes bundled with the complete suite of tax and finance services in our Clever Profit Catalyst plus a few extra perks! We update your financials twice a month as part of our process to keep you on track for maximum growth.

Genius Tax Planning

For entrepreneurs who are laser focused on growing their business, we bundle our Genius Tax Planning free of charge where we set you up for maximum tax savings every year! We provide the recommendations and implement any opportunities we see so you don't have to sweat it.

Genius Growth Planning

Our Genius Growth Planning gives you a crystal ball on how the decisions you make in your business will affect your bottom line. We're big believers that failing to plan is planning to fail. We create the ideal business plan for you that blends the right combination of growth and profits to accelerate your business.

The Clever Profit Catalyst.

Income Tax Planning

The Clever Profit Catalyst comes bundled with our complete suite of tax services in our Combined Smart Saver Tax Essentials! This package covers everything you need to administer your S corporation in compliance with the IRS.

Outsourced Accounting

Doesn't it seem impossible to stay on top of your books every month? We'll update your Quickbooks Online transactions, reconcile your banking and credit accounts, and help you pay your workforce with Gusto. With all of this, you'll have complete financial clarity in everything going on in your business at all times.

Monthly Video Review

Keeping your financial data organized is nice, but it doesn't do anything for you unless you can make sense of what it means. We provide a video review of your financial reports which will empower you to make better decisions to grow your business. If you need help scaling your business, check out our Genius Growth Accelerator for expert consulting.

Bringing clarity to your numbers.

If you're a company looking for an accountant who:

  • knows your business model without you having to explain it twice
  • can handle every aspect of your financial back office
  • can explain to you what the numbers in your business are telling you


...then you're in the right place. We offer full-service accounting, bookkeeping, and payroll for agencies, studios, and startups.

We take a consultative approach to serving our clients which means we focus on getting the best results rather than churning out numbers onto a piece of paper. Our proactive nature, familiarity with your industry, and experience will give you the financial clarity you need to run your business.

A complete back office solution for your business.

Our Clever Profit Catalyst includes all of the following:

  •  Combined Smart Saver Tax Essentials
  •  Monthly Bookkeeping and Reconciliations
  •  Monthly Quickbooks Online License 
  •  Monthly Video Walkthrough of Financial Results
  •  Bimonthly Payroll with Gusto
  •  Year-End Form W-2 and 1099 Reporting
  •  Quarterly and Year-End Financial Reports


Need a complete solution with handling accounts receivable (A/R) and accounts payable (A/P)?

We can do this as an add-on to our monthly services!

Give us a call if you'd like to learn more about how we can help your business!

Need more expertise? Check our Genius Growth Accelerator!

"Bryan provided tax client services to me at multiple companies I worked at. He has an amazing attitude and is wonderful to work with. Professionalism is still hard to find with tax consultants, but I had zero issues with Bryan exemplary service and value to me."

- John N.

The Genius Growth Accelerator.

Clever Profit Catalyst

The Genius Growth Accelerator comes bundled with the complete suite of tax and finance services in our Clever Profit Catalyst plus a few extra perks! We update your financials twice a month as part of our process to keep you on track for maximum growth.

Genius Tax Planning

For entrepreneurs who are laser focused on growing their business, we bundle our Genius Tax Planning free of charge where we set you up for maximum tax savings every year! We provide the recommendations and implement any opportunities we see so you don't have to sweat it.

Genius Growth Planning

Our Genius Growth Planning gives you a crystal ball on how the decisions you make in your business will affect your bottom line. We're big believers that failing to plan is planning to fail. We create the ideal business plan for you that blends the right combination of growth and profits to accelerate your business.

Taking your business to the next level.

If you run a thriving agency, studio, or startup looking for a genius who:

  • knows your business model like the back of their hand
  • can create a plan for you to maximize the growth and profit in your business
  • without breaking your business by scaling too fast


...then you're in the right place. We offer business growth consulting where we help you manage a complete business plan twice a month.

We take a consultative approach to serving our clients which means we focus on getting the best results rather than churning out numbers onto a piece of paper. Our proactive nature, familiarity with your industry, and experience will give you the financial expertise to grow your business.

Accelerate the growth of your business.

Our Genius Growth Accelerator includes all of the following:

  •  Combined Smart Saver Tax Essentials
  •  Annual Genius Tax Planning
  •  Bimonthly Video Review of Financial Results and KPIs
  •  Bimonthly Updates of Business Plan
  •  Bimonthly Bookkeeping and Reconciliations 
  •  Bimonthly Payroll with Gusto
  •  Year-End Form W-2 and 1099 Reporting
  •  Monthly Quickbooks Online License  
  •  Quarterly and Year-End Financial Reports


Give us a call if you'd like to learn more about how we can help your business!

"Bryan provided tax client services to me at multiple companies I worked at. He has an amazing attitude and is wonderful to work with. Professionalism is still hard to find with tax consultants, but I had zero issues with Bryan exemplary service and value to me."

- John N.

Three Tax Tips For Your Online Business

Are you missing out on massive tax savings for your online business?

After spending nearly a decade working with small business owners on their taxes, there are some deductions that everyone always seems to miss!

Whether you run a digital marketing agency or a coaching business, there are so many strategies you can use to save thousands off your tax bill.

I've compiled three amazing tax tips that you can use to save thousands on your tax return this year within this eBook.

Check it out and let me know what you think!

Hi! I'm Bryan Nguyen - a number cruncher and CPA helping digital entrepreneurs gain control of taxes and finances in their online businesses.

Whoops!

You've traveled through the space-time continuum and ended up on a non-existent page.