Keep more of what you earn, without the guesswork.
Nik Sullivan, our independent accounting and tax partner, reviews your returns, your books and your setup, and tells you plainly what he'd change.
Taxes for real people
A short lesson on the tax moves most families and owners miss, and when it's worth having someone look.
The five tax questions Nik asks first
Coming soon: Nik walks through the questions he asks every new client, from how you pay yourself to which accounts you're using.
See all videos →Quick tax checkup
Tap what applies. You'll get a short list of things worth asking Nik about. Nothing is saved or sent.
Accounting, bookkeeping & tax savings
Prior-year returns
Nik reviews what was filed, whether anything was missed, and whether an amendment is worth it.
This year's taxes
Individual, self-employed and small business returns, prepared by someone who answers the phone.
Bookkeeping & QuickBooks
Clean, current books, so tax time stops being a scramble and your numbers mean something.
Entity & owner pay
Sole prop, LLC, S Corp or C Corp: Nik reviews whether your setup and how you pay yourself still fit.
Legal write-offs, documented
Taken correctly, with the records to back them up. Nik reviews what you're taking and what you're missing.
Tax planning with your strategist
Retirement contributions, timing and which accounts to draw from, reviewed by Nik alongside Garrett.
Who you'll talk to
Nik Sullivan
Accounting, bookkeeping, taxes & tax savings · independent partner
Garrett Alcorn
Senior Wealth Strategist · tax-aware retirement & income planning
Mike Nellinger
Law Office of Mike Nellinger · higher-level business tax strategy
Nik is typically more affordable than mid-size and large CPA firms, hourly or flat-rate. Accounting and tax services are provided by Nik Sullivan as an independent professional; TruPath Wealth receives no compensation from Nik.
Request a time with Nik
Pick what you need help with and Nik will confirm a time by email or phone. It takes about a minute.
For education only, not tax advice. Accounting, bookkeeping and tax services are provided by Nik Sullivan as an independent professional. TruPath Wealth does not provide tax advice and receives no compensation from Nik Sullivan. See our full disclosures in the footer.