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.
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If you’re looking for the perfect blend of personal service and elite expertise, you’re in the right place.
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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.
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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.
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Our work is backed by national recognition and a commitment to clarity, integrity, and long‑term financial confidence.
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We offer in‑office and virtual support, a full range of services, and bilingual care for our Spanish‑speaking community.
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¡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
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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