As a born strategist, Bryan Peake has always been interested in learning how businesses operate efficiently to reduce their expenses and maximize profits. Earning his CPA license in 2015, he set out on a career in public accounting, intent on making a meaningful impact on any business he had the opportunity to work with. After several years in public practice, he noticed that most clients wanted more than standard tax preparation, but the traditional “volume-based” model of the tax industry rarely allowed enough time for more than surface- level advice. Rather than guiding clients through critical decisions that could save thousands of dollars in taxes, their CPA often ended up identifying and communicating missed opportunities while trying to minimize the damage caused by poor business decisions. Under the traditional model, clients are often hesitant to reach out during the year because they are billed for each interaction. Likewise, their CPA is too busy working on extended tax returns to reach out for an update. The result: year after year, clients pay a premium for a product that is difficult to understand and doesn’t seem to offer a lot of value. Seeing this as an underlying problem with the industry, Bryan set out to create a new type of tax practice; one that offers a new approach for business owners who are looking to hire a CPA as a partner to their business. By working with a smaller client base throughout the year, Bryan builds relationships with his clients that allow him to identify opportunities before critical decisions are made; saving his clients thousands of dollars in taxes and eliminating tax return “surprises.”