/ˈbo͞otˌstrap/
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verb: to turn passion to into profit using only one’s own knowledge, resources, and capital
see also: bold, independent thinker, badass
Welcome to BootstrapTax
A Virtual CPA Firm for Business Owners
We regret to inform you that BootstrapTax is currently not accepting new clients. Our commitment to providing the highest level of service to our existing clients means we must limit new engagements at this time. We appreciate your understanding and encourage you to check back with us in the future for updates.
What We Do
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Working for yourself is awesome. Paying too much in taxes is not.
We specialize in tax filing, optimization and planning for freelancers and small business owners. So you can keep doing your thing, without unwanted distractions.
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Yes we count beans, but we also do way more than that.
Solid books can help you save on taxes, learn about your business, and take things to the next level.
Numbers. Analysis. Understanding. Success.
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Whether it’s multi-state taxes, setting up your LLC, or something crazier, our expert team is here to help.
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We specialize in Employee Retention Credits, one of the easiest ways to help business recover from the pandemic.
Why We Do It
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Our mission is to empower business owners, freelancers and bootstrappers to do what they love, on their terms, without the constant worry of taxes and compliance.
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Working for yourself can be tough. You deserve a trusted partner to help you reach your financial goals.
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We believe it’s possible to explain tax concepts in plain English. You should be in control of your finances, not the other way around.
Hey, I'm Joe.
As a licensed CPA, I’ve spent more than ten years in the tax and accounting world, working with private companies, public accounting firms, musicians, real estate agents, million-dollar ventures, pre-revenue startups, and more.
The word “bootstrap” gets thrown around a lot with people who speak startup lingo, but the reason I chose it for our firm name is more personal.
You may have heard the phrase “pull yourself up by your bootstraps.” It’s a phrase that communicates effort, competence, and self-reliance. So in my mind, bootstrapping is the essence of making a living that works for you.
The best parts of my accounting career have been spent making relationships with Bootstrappers, helping them navigate the craziness of the tax world. It’s important to me, especially now, to do what I can so people have a shot at doing what they love, on their terms.