Client Login Be More Proactive
You deserve more than a once-a-year tax scramble. With us, you get a proactive tax strategy that keeps more money in your business.
Your Largest Expense Deserves a Proactive Strategy
Keep More of What You Earn with Dark Horse CPA’s Strategy
Want proof? Start with a tax return review and see how much you’ve been leaving on the table.
Be More Proactive
You deserve more than a once-a-year tax scramble. With us, you get a proactive tax strategy that keeps more money in your business.
Be Smart With Your Tax Strategy
A smart tax strategy leverages opportunities in tax laws, and takes advantage of what tax law doesn’t prohibit, keeping more money in your pocket.
A Firm That Works With You
Dark Horse CPAs prioritizes tax mitigation and savings from day one, unlike traditional firms. Our Advisory-First CPAs achieve unparalleled tax savings for our clients.
Want proof? Start with a tax return review and see how much you’ve been leaving on the table.
Unlock hidden savings with a tax review.
Let’s help you see how much you’ve been leaving on the table
Your information is in. This is the first step toward a smarter tax position, better planning, and a strategy built around your goals.
Your personal Dark Horse CPA will connect with you to understand your tax priorities, what opportunities might be on the table, and where proactive planning can make a measurable impact. From there, we’ll outline a strategy that keeps you compliant, optimized, and ahead of surprises.
If you want to keep exploring while you wait, just scroll down. If you’re ready to get a meeting on the books now, Schedule a meeting .
John T.
Provides great service. Very professional. Very responsive to questions and inquiries. Very punctual, I would highly recommend their services.
Allie C.
Natalie Cohen is absolutely amazing! She answered all my tricky tax questions, caught a mistake my software missed, and saved me from owing a huge amount. Incredibly knowledgeable, FAST, and easy to work with—highly recommend!
Paddy K.
Dark Horse CPAs are in a league of their own. I have been with 3 different companies before DH and there is such a difference. They plan and work with you though out the year to make sure you are as tax efficient as possible before you get to the end of the year. I wish I had been with them sooner, but happy to be here now.
John T.
Provides great service. Very professional. Very responsive to questions and inquiries. Very punctual, I would highly recommend their services.
Allie C.
Natalie Cohen is absolutely amazing! She answered all my tricky tax questions, caught a mistake my software missed, and saved me from owing a huge amount. Incredibly knowledgeable, FAST, and easy to work with—highly recommend!
Paddy K.
Dark Horse CPAs are in a league of their own. I have been with 3 different companies before DH and there is such a difference. They plan and work with you though out the year to make sure you are as tax efficient as possible before you get to the end of the year. I wish I had been with them sooner, but happy to be here now.
About Dark Horse CPAs
Dark Horse CPAs provides an integrated suite of services including tax , accounting , fractional CFO , and wealth management to small businesses and individuals across the U.S.
The firm was established to transform the client experience by offering personalized, high-quality services that small businesses and individuals deserve. As Dark Horses in their industries, these businesses benefit from advanced tax strategies and accounting insights typically reserved for larger companies. With a nationwide presence and a team of dedicated professionals, Dark Horse CPAs is committed to your success. Get a quote today.
80%
Net Promoter Score
The average NPS for accounting firms is 38%. At Dark Horse, 80% of our clients would recommend us to a friend
Net Promoter Score
Companies use this metric to gauge how happy their customers are with their services. It's calculated by taking the percentage of "promoters" minus the % of "detractors. "The average NPS score for the accounting industry is 39%, less than the DMV! We believe it's important to share that we have successfully fulfilled our promise to WOW clients and consistently monitor this metric to ensure we continue to deliver on the highest level.
550+
5-Star Reviews
Our Google and Yelp reviews speak for themselves. Our goal is to provide 5-star service to every client, every time.
5-Star Reviews
When someone shares their experience with us online, we find it extremely valuable to know where we've exceeded expectations and where we can improve. Many of our clients decide to engage with us as a result of reading about other Dark Horse clients’ experiences. Even when things do not go as planned, we do everything we can to make it right.
90%
Retention Rate
We're all about creating long-lasting, value-added relationships.
Retention Rate
This is the frequency of repeat business from our clients that work with us. This means that 9 out of 10 clients use us for subsequent years. That shows us that people enjoy working with our CPAs, are pleased with the work, and want to continue with Dark Horse over the long term.
80%
Net Promoter Score
The average NPS for accounting firms is 38%. At Dark Horse, 80% of our clients would recommend us to a friend
Net Promoter Score
Companies use this metric to gauge how happy their customers are with their services. It's calculated by taking the percentage of "promoters" minus the % of "detractors. "The average NPS score for the accounting industry is 39%, less than the DMV! We believe it's important to share that we have successfully fulfilled our promise to WOW clients and consistently monitor this metric to ensure we continue to deliver on the highest level.
550+
5-Star Reviews
Our Google and Yelp reviews speak for themselves. Our goal is to provide 5-star service to every client, every time.
5-Star Reviews
When someone shares their experience with us online, we find it extremely valuable to know where we've exceeded expectations and where we can improve. Many of our clients decide to engage with us as a result of reading about other Dark Horse clients’ experiences. Even when things do not go as planned, we do everything we can to make it right.
90%
Retention Rate
We're all about creating long-lasting, value-added relationships.
Retention Rate
This is the frequency of repeat business from our clients that work with us. This means that 9 out of 10 clients use us for subsequent years. That shows us that people enjoy working with our CPAs, are pleased with the work, and want to continue with Dark Horse over the long term.
Tax Advisory Frequently Asked Questions
Personal Tax Advisory goes beyond basic tax filing—it's a proactive, personalized service that helps you leverage the tax code to grow wealth, build your legacy, and minimize liabilities through strategic planning and expert guidance throughout the year.
We serve individuals and entrepreneurs who are building their wealth, running businesses, or structuring their personal investments. If you're looking for a CPA and CFP team coordinating sophisticated tax strategies, this is for you.
Your journey starts with Initial Discovery to understand your current tax and wealth situation, followed by a Tax & Wealth Assessment outlining high-impact strategies with ROI, then transitions into Ongoing Advisory, executing your plan and adapting it with changes in your life or tax laws.
You'll receive a clear, focused deliverable that lays out recommended strategies—like cost segregation, 1031 exchanges, backdoor Roths, and more—complete with implementation timelines, required investment, and expected savings. We also include a Financial Plan which reviews:
- Financial Goal Development & Probability Analysis
- Financial Organization / Balance Sheet Preparation
- Cash Flow Planning and Budgeting / Debt Management
- Investment Management Review & Recommendations
- Insurance Evaluation & Recommendations
- Risk Tolerance Determination
- College Funding Plan
- Estate Planning Roadmap
- Advanced Tax Planning Strategies
- Small-Business Retirement Planning / Qual. Plan Design & Management
- Stock Options & Equity Compensation Planning
- Real Estate Analysis & Recommendations
- Alternative Investment Opportunities
- Retirement Distribution Strategy
- Social Security Timing and Evaluation
- Roth Conversion Assessment
The Tax & Wealth Assessment is $6,000, giving you a high-level yet actionable roadmap tailored for your financial goals. You receive 2 deliverables;
- A detailed tax plan showcasing strategies that will reduce or defer your tax liability and providing clear savings based on each strategy
- A Financial Plan from our Private Wealth team providing a complete breakdown of your investment strategy, financial goals, personal balance sheet and a tailored investment package based on those items.
Following your Assessment, we implement chosen strategies in a structured plan. We coordinate with financial advisors, attorneys, or specialists as needed to help turn your tax plan into real-world outcomes. Your go-forward engagement is entirely based on what you select to activate. The assessment is just a bridge to what working together could look like. The results come with execution of the strategies with our CPAs or CFPs.
Tax compliance is reactive—filing based on past data. Tax Advisory is proactive, structuring your financial decisions year-round to reduce liabilities, seize planning opportunities, and align tax strategy with long-term wealth goals.
Yes. We continually monitor economic and regulatory updates, adjusting your tax strategies proactively as laws change or your personal situation evolves. The recent updates to the Big Beautiful Bill is a perfect example. Our strategies shift based on changes to the tax code. New strategies are activated, old strategies may be reused or repurposed with new information (think 100% bonus depreciation or retroactive R&D tax credits).
We’re built to deliver net savings—not just strategies. This is a mindset shift, where you (the client) are looking at the relationship with your CPAs or CFPs as a Return on your Investment into those professionals. By mapping ROI upfront and measuring outcomes, we aim to ensure that the value you gain significantly outweighs the investment in our advisory services.