Your CPA Files Your Taxes. But Who's Reducing Them?
Proactive tax planning for business owners and high-income earners who are done leaving money on the table.
Most Business Owners Overpay. Not Because They're Doing Anything Wrong.
If you’re running a 7-figure business, chances are:
- You have a CPA who files accurately and on time
- Your taxes get done — then reviewed, then forgotten until next year
- Nobody proactively called you throughout the year to say “here’s what we should do before December 31”
- You don’t actually know how much you overpaid last year
That’s not a compliance problem. That’s a planning problem.
And by the time tax season arrives, most of the opportunities are already gone.
Act Now
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We Don't Prepare Your Taxes. We Engineer Them.
There’s a difference between a CPA who documents what happened — and one who shapes what’s going to happen.
At Simplify My Numbers, we work with you throughout the year, not just at filing time. We look at your entity structure, your income timing, your distributions, your deductions — and we build a forward-looking plan that reduces what you owe before the year closes.
4-step process :
Step 1 — Deep Tax Audit We start by reviewing your last 2–3 years of returns. Most new clients discover missed deductions within the first session.
Step 2 — Custom Tax Strategy We build a proactive plan tailored to your business structure, income level, and goals — not a template. A real roadmap for the current and next fiscal year.
Step 3 — Year-Round Execution We monitor, adjust, and stay ahead of changes so you’re never caught off guard at filing time again.
Step 4 — Precise Filing That Locks In Your Savings When the year closes, we prepare your returns with one goal: making sure every strategy we implemented actually shows up as real tax savings on your filing. No last-minute scrambles, no missed opportunities — just the results we planned for.
Fabrice A. Metan, MBA
Founder and Lead Accountant
With over 16 years of experience across industries like construction, media, aviation, and real estate, Fabrice has mastered the art of simplifying complex financial data. He’s held every accounting role, from Financial Accountant to CFO, managing financial operations for businesses generating over $30M in revenue.
In 2018, Fabrice founded Simplify My Numbers to help business owners make better decisions with straightforward, actionable financial insights that fuel growth.
David Long, Senior Tax Accountant
David Long,
Senior Tax Accountant
With over 22 years of experience as a Revenue Agent at the IRS, David Long audited business returns and managed the Wilmington and Dover, DE Taxpayer Assistance Centers. He holds degrees in Accounting and Business Administration from Eastern College and has a total of 37 years of tax and accounting expertise.
Since leaving the IRS, he has worked with businesses on tax preparation, resolution, bookkeeping, and payroll services. David is committed to helping clients stay compliant while maximizing tax savings through effective planning.
David Long, Senior Tax Accountant
David Long,
Senior Tax Accountant
With over 22 years of experience as a Revenue Agent at the IRS, David Long audited business returns and managed the Wilmington and Dover, DE Taxpayer Assistance Centers. He holds degrees in Accounting and Business Administration from Eastern College and has a total of 37 years of tax and accounting expertise.
Since leaving the IRS, he has worked with businesses on tax preparation, resolution, bookkeeping, and payroll services. David is committed to helping clients stay compliant while maximizing tax savings through effective planning.
Helping small businesses grow, all over the United States since 2018
Act Now
The Longer You Wait, the Less We Can Do Tax strategies that actually move the needles.
Every quarter without a plan is a quarter you can’t get back.
Book Our Free Strategy Call
Please fill out your information below to receive a call back from one of our tax experts right away
Contact:
Please fill out your information below to receive a call back from one of our tax experts right away