Your Largest Expense Deserves a Proactive Strategy
Dark Horse CPAs will uncover where you can save and show you how to keep more of what you earn.
Too many small businesses treat their taxes as just one of the many compliance check boxes on their list. They hire a firm and assume they will keep them out of trouble and take advantage of any available opportunities.
What they find is that the firm typically:
- does the bare minimum,
- asks for documents at the last minute,
- surprises them with unexpected tax payments, and
- provides no proactive advice.
Taxes are typically the largest expenditure in your business for which there is no expected ROI; and you deserve more than a once-a-year scramble, if you’re even getting that.
A smart tax strategy keeps more money in your pocket by leveraging:
- the opportunities promoted by tax laws, and
- the strategies that take advantage of what tax law doesn’t necessarily promote but also doesn’t prohibit.
At Dark Horse CPAs, we don’t follow the traditional firm model. Tax returns are the receipts of the tax planning and strategies deployed during the prior year. Our Tax CPAs are Advisory-First, prioritizing tax mitigation and savings from day one.
Dark Horse’s Advisory-First Tax CPAs achieve unparalleled business and personal income tax savings on behalf of their clients.
Want proof? Start with a tax return review and see how much you’ve been leaving on the table.
Dave Risha
Craig Trimble at Dark Horse CPAs has been remarkable. His knowledge of the tax laws, his ability to ask questions that I never considered has saved my family and I thousands of dollars over the past three years. I used to use Turbo Tax and the first year I switched, I save over $20,000 over what my Turbo Tax amount worked out to be. That is a remarkable return for the small fee I was charged. I highly recommend Dark Horse CPAs. If you are using a software program to do your business and personal taxes, this year, try both and see for yourself.
Allie Coriano
Natalie Cohen is absolutely amazing! She answered all my tricky tax questions, caught a mistake my software missed, and saved me from owing a huge amount. Incredibly knowledgeable, FAST, and easy to work with—highly recommend!
Paddy Kehoe
Dark Horse CPAs are in a league of their own. I have been with 3 different companies before DH and there is such a difference. They plan and work with you though out the year to make sure you are as tax efficient as possible before you get to the end of the year. I wish I had been with them sooner, but happy to be here now.
About Dark Horse CPAs
Dark Horse CPAs provides an integrated suite of services including tax, accounting, fractional CFO, and wealth management to small businesses and individuals across the U.S.
The firm was established to transform the client experience by offering personalized, high-quality services that small businesses and individuals deserve. As Dark Horses in their industries, these businesses benefit from advanced tax strategies and accounting insights typically reserved for larger companies. With a nationwide presence and a team of dedicated professionals, Dark Horse CPAs is committed to your success. Get a quote today.
80%
Net Promoter Score
The average NPS for accounting firms is 38%. At Dark Horse, 80% of our clients would recommend us to a friend.
Net Promoter Score
Companies use this metric to gauge how happy their customers are with their services. It's calculated by taking the percentage of "promoters" minus the % of "detractors. "The average NPS score for the accounting industry is 39%, less than the DMV! We believe it's important to share that we have successfully fulfilled our promise to WOW clients and consistently monitor this metric to ensure we continue to deliver on the highest level.
550+
5-Star Reviews
Our Google and Yelp reviews speak for themselves. Our goal is to provide 5-star service to every client, every time.
5-Star Reviews
When someone shares their experience with us online, we find it extremely valuable to know where we've exceeded expectations and where we can improve. Many of our clients decide to engage with us as a result of reading about other Dark Horse clients’ experiences. Even when things do not go as planned, we do everything we can to make it right.
90%
Retention Rate
We're all about creating long-lasting, value-added relationships.
Retention Rate
This is the frequency of repeat business from our clients that work with us. This means that 9 out of 10 clients use us for subsequent years. That shows us that people enjoy working with our CPAs, are pleased with the work, and want to continue with Dark Horse over the long term.
Tax Advisory Frequently Asked Questions
Personal Tax Advisory goes beyond basic tax filing—it's a proactive, personalized service that helps you leverage the tax code to grow wealth, build your legacy, and minimize liabilities through strategic planning and expert guidance throughout the year.
We serve individuals and entrepreneurs who are building their wealth, running businesses, or structuring their personal investments. If you're looking for a CPA and CFP team coordinating sophisticated tax strategies, this is for you.
Your journey starts with Initial Discovery to understand your current tax and wealth situation, followed by a Tax & Wealth Assessment outlining high-impact strategies with ROI, then transitions into Ongoing Advisory, executing your plan and adapting it with changes in your life or tax laws.
You'll receive a clear, focused deliverable that lays out recommended strategies—like cost segregation, 1031 exchanges, backdoor Roths, and more—complete with implementation timelines, required investment, and expected savings. We also include a Financial Plan which reviews:
- Financial Goal Development & Probability Analysis
- Financial Organization / Balance Sheet Preparation
- Cash Flow Planning and Budgeting / Debt Management
- Investment Management Review & Recommendations
- Insurance Evaluation & Recommendations
- Risk Tolerance Determination
- College Funding Plan
- Estate Planning Roadmap
- Advanced Tax Planning Strategies
- Small-Business Retirement Planning / Qual. Plan Design & Management
- Stock Options & Equity Compensation Planning
- Real Estate Analysis & Recommendations
- Alternative Investment Opportunities
- Retirement Distribution Strategy
- Social Security Timing and Evaluation
- Roth Conversion Assessment
The Tax & Wealth Assessment is $6,000, giving you a high-level yet actionable roadmap tailored for your financial goals. You receive 2 deliverables;
- A detailed tax plan showcasing strategies that will reduce or defer your tax liability and providing clear savings based on each strategy
- A Financial Plan from our Private Wealth team providing a complete breakdown of your investment strategy, financial goals, personal balance sheet and a tailored investment package based on those items.
Following your Assessment, we implement chosen strategies in a structured plan. We coordinate with financial advisors, attorneys, or specialists as needed to help turn your tax plan into real-world outcomes. Your go-forward engagement is entirely based on what you select to activate. The assessment is just a bridge to what working together could look like. The results come with execution of the strategies with our CPAs or CFPs.
Tax compliance is reactive—filing based on past data. Tax Advisory is proactive, structuring your financial decisions year-round to reduce liabilities, seize planning opportunities, and align tax strategy with long-term wealth goals.
Yes. We continually monitor economic and regulatory updates, adjusting your tax strategies proactively as laws change or your personal situation evolves. The recent updates to the Big Beautiful Bill is a perfect example. Our strategies shift based on changes to the tax code. New strategies are activated, old strategies may be reused or repurposed with new information (think 100% bonus depreciation or retroactive R&D tax credits).
We’re built to deliver net savings—not just strategies. This is a mindset shift, where you (the client) are looking at the relationship with your CPAs or CFPs as a Return on your Investment into those professionals. By mapping ROI upfront and measuring outcomes, we aim to ensure that the value you gain significantly outweighs the investment in our advisory services.
