Welcome
to Our Site
Welcome to Clean Books Tax+, an award‑winning accounting firm built on 25+ years of experience and a legacy shaped by Big 4 and middle‑market excellence.
If you’re looking for the perfect blend of personal service and elite expertise, you’re in the right place.
Our team brings deep backgrounds in financial reporting, legal tax strategy, and IRS audit support—delivering ethical, precise, audit‑ready guidance for individuals and businesses across all states and countries.
Since 2018, we’ve operated under a model we created—Big Firm Quality, Small Firm Feel—a standard many now try to imitate but cannot replicate.
Our work is backed by national recognition and a commitment to clarity, integrity, and long‑term financial confidence.
We offer in‑office and virtual support, a full range of services, and bilingual care for our Spanish‑speaking community.
¡Hablamos español!
Our Integrated Services
Integrated Accounting (Bookkeeping)
Audit‑ready, accurate, and structured financial records.
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Monthly Accounting
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Catch‑Up & Clean‑Up
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Financial Organization
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Bank‑Ready & IRS‑Ready Reporting
Tax Advisory & Strategy
Legal, documented, and personalized tax strategy.
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Tax Planning
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Strategy Implementation
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Quarterly Reviews
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Tax Preparation
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Ongoing Advisory
CFO Oversight
High‑level financial guidance for clarity and long‑term stability.
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Financial Review & Analysis
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Cash Flow Oversight
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Budgeting & Forecasting
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Strategic Advisory
Other Services We Specialize In:
ITIN Services
Certified Acceptance Agents for a secure, seamless ITIN process.
As IRS CAAs, we verify identity and certify documents in‑house — no need to mail original passports or IDs to the IRS.
Business Support Services
Compliance‑forward operational foundations.
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Entity Structure Review
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Business Formation Guidance
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EIN Assistance
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Compliance Support
Technology as a Tool — Never the Foundation
We invest in the best technology to elevate your experience, not replace accountants.
Clients consistently praise our:
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Timely communication
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Seamless onboarding
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Organized document management
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Efficient, structured workflows
Our systems make the process smooth.
Our expertise makes the work accurate.
Who We Serve
Our Primary Industries-
Service‑Based Businesses
Business Owners who sell expertise, skill, or professional service, such as:
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Content Creators & Digital Business Owners
Structure and compliance for fast‑moving online income streams.
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Physicians & Healthcare Professionals
Surgeons, veterinarians, specialists, and private‑practice providers with complex financial structures.
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Dentists & Dental Practices
Clean books, compliant systems, and strategic financial clarity
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Attorneys & Law Firms
Audit‑ready accounting for trust accounts, case‑based billing, and multi‑entity operations.
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Med Spas & Aesthetic Practices
Compliance‑forward accounting for high‑volume, high‑regulation environments.
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High Earners & High‑Net‑Worth Individuals
Discreet, disciplined tax strategy for complex financial lives.
Others Include:
Consultants, coaches, real estate brokers or investors, trades, boutique firms.
Our Roster Includes A Wide Range of Industries, including Manufacturing, Car Dealerships, Restaurants and Bars, Automotive Restoration, Construction, and more – lets chat!
A Core team Model
Designed for Precision.
Every client works directly with our core team:
One of our Principal Accountants supported by our operations team & our internal accounting staff.
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Your principal accountant is your direct point of contact and oversees your accounting, tax strategy, and CFO‑level guidance.
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Our team of degreed accountants, and enrolled agents supports your principal accountant by maintaining your books, preparing documentation, and executing our integrated accounting–tax–CFO system to audit‑ready standards.
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Our operations support team ensures communication is timely, onboarding is seamless, and your experience remains organized and efficient.
Get In Touch
Address
Arena Towers l Arena Tower Two
7324 SW Freeway, Suite 266
Contact
Hours
By Appointment Only
Monday-Friday: 10:00am - 6:00pm