Never over pay in tax again

Intelligent tax planning designed to maximize your net worth, instead of your tax bill.

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Ready to graduate past an accountant?

Most businesses start and then hire an accountant. This is the correct place to start. But every business that has gone beyond the $1M mark needs additional expertise on their team.

That’s where we come in.

Advanced tax planning

We specialize in helping businesses navigate the complex world of taxes and develop comprehensive tax strategies that help you save money and avoid potential issues with the IRS.

We understand that tax planning can be a daunting task for many businesses. With constantly changing tax laws and regulations, it can be challenging to keep up and make sure you’re taking advantage of all available tax-saving opportunities. That’s why we’re here to help.

 

Invest in yourself, not the government

Too many are simply willing to pay their high tax bill at the end of the year thinking there is no alternative. There is.

  • Longterm Thinking
  • Longterm Planning
  • Longterm History
  • Longterm Experience

Plan the EQB way

Josh Curtis, expert retirement planning and tax advisor.

Companies we've helped

Decades of experience

Our team of experienced tax professionals will work with you to understand your business’s unique tax situation and develop a personalized tax strategy that meets your specific needs. We offer a range of tax planning services, including:

  • Tax preparation and compliance
  • Tax planning and strategy development
  • Business entity selection and structure planning
  • Sales and use tax consulting
  • Payroll tax compliance
  • IRS representation and problem resolution
 
Our goal is to help you maximize your tax savings while minimizing your tax liabilities. We’ll work closely with you throughout the year to stay up-to-date on changes in tax laws and regulations that may affect your business. We’ll also provide ongoing support and guidance to help you stay on track and avoid any potential issues with the IRS.

Customized planning approach

At our firm, we understand that every business is unique. That’s why we take a personalized approach to tax planning. We’ll work with you to develop a tax strategy that’s tailored to your specific needs and goals, helping you achieve your business objectives while staying compliant with tax laws and regulations.

The next step

Contact our team and have a conversation.

Brief Call With Our Team

Schedule a time to talk or simply give us a call. Our team of advisors and consultants have only one mission – helping our clients.

Complete A Questionnaire

What are you trying to achieve in your business? Where are you currently at financially? What are your financial goals?

Receive Financial Advice

You’ll then receive advice from our advisors. From there, and with their help, you can decide if you would like to come on board as a client.

This entire process is risk free

Our promise to you

You will never find another tax advisor who’ll care more about you and your business, or who’ll be more deeply committed to the realization of your financial goals.

Josh listens. He cares about what matters most to his clients. He works his butt off. And he always, always acts with the utmost integrity and discretion. You can trust Josh to do what is right, not what is merely expedient.
Tim Richardson
Founder & CEO, Enliven
  • Testimonial Disclosure: This is an unpaid, solicited client testimonial. This client is providing their personal opinion and a conflict of interest may be present, as their experience may or may not be the same as another client’s experience.
Josh's work is second to none. I had no idea that the strategies in which he specializes even existed.
The Honorable Katherine McCary
Founder & CEO, C5 Consulting
  • Testimonial Disclosure: This is an unpaid, solicited client testimonial. This client is providing their personal opinion and a conflict of interest may be present, as their experience may or may not be the same as another client’s experience.
Josh states his value proposition as "dramatically improving organizational and individual finances." Dramatic is an understatement. His analysis and advice are as good as it gets.
Dr. Toni Cleveland
CEO, Higher Education Research & Development Institute
  • Testimonial Disclosure: This is an unpaid, solicited client testimonial. This client is providing their personal opinion and a conflict of interest may be present, as their experience may or may not be the same as another client’s experience.
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Investment advisory services offered through Sphinx Investments, LLC (“Sphinx”), an SEC registered investment adviser. The commentary on this website reflects the personal opinions, viewpoints and analyses of the author, Joshua Curtis providing such comments, and should not be regarded as a description of advisory services provided by Sphinx. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Sphinx for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Sphinx manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Sphinx deems reliable but in no way does Sphinx guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Sphinx and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #327836 or SEC #801-128648
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