CLIENT PORTAL
CLIENT PORTAL

Stop Overpaying the IRS.
Start Building Real Wealth.

At Second Mile CPA, we help business owners and high-income earners build real wealth through strategic tax planning. Our clients save thousands each year with proactive tax strategies, full compliance support, and expert CPA guidance.

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If you’ve ever wondered:

Am I missing out on
deductions and tax breaks?

Is my business even
structured the right way?

How can I legally reduce my tax bill without triggering an audit?

Am I missing out on
deductions and tax breaks?

Why does my CPA
only call me at tax time?

You’re Not Alone, And That’s Exactly What We Fix Every Day.

What Our Strategic Tax Planning Services Include

Personal Tax
Optimization

We can help you maximize legal deductions, reduce capital gains, and structure income strategically to preserve more of what you earn.

Small Business

Tax Strategy

We design tax-efficient strategies tailored for business owners and guide you through developing a clear, profitable exit plan when it’s time to move on.

Done-for-You
Compliance

From paperwork and deadlines to filings and bookkeeping, we handle it all so you can stay focused on growth and peace of mind.

Tax Advisory

Need expert guidance? Our CPAs are here year-round to answer any tax-related questions and ensure your financial decisions align with your goals.

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Real Results. Real Clients.

Michael is an extraordinary person who truly cares for the clients, and the team is professional, competent and well-versed in their knowledge. Debbie the front office manager is a blessing and a joy! When I’ve sought their help on questions I’ve had about future planning their competence made me safe and I knew I would be able to make better, more discerning decision for my present and future.

SH E.

Top-notch communication & exceptional knowledge in their field. The team is friendly, approachable, and highly professional. I appreciate their insightful classes on financial wisdom for various entities and the excellent retirement planning advice. Truly a pleasure to work with.

Oksana K.

Second Mile Financial Services has been our Cpa and Tax consultants for our personal and business taxes. Their staff is friendly, compitent and quick. We would gladly recommend them to others needing their services.

Lanette M.

We have been using Second Mile for the past 3 years for Personal Income Taxes. They have bee very quick to respond to questions an helpful.

Dave H.

Mr John and his accounting team are so very accommodating to our company’s needs. They provide resources that are helpful in us being successful. We have a great rapport with the team, which allows me to feel comfort when contacting them for any matter. Highly recommended to anyone needing their services!

Pearl B.

Thank you, Second Mile Financial Services, for your help with my tax problem! Specifically, John Wesevich, COA, CMA for taking the time to understand my issue fully and then to resolve it with the IRS. John, your expertise saved our family thousands of dollars and a lot of stress. I cannot thank you enough for seeing this through and working with the IRS on my behalf. I highly recommend this firm for all tax needs!

Erik T.

How Our Strategic Tax Planning Process Works

Quarterly check-ins and year-round support ensure your strategy keeps evolving with your business

Step 1

Book your free discovery call

Step 2

Schedule proposal session

Step 3

Let us handle the execution

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FAQ

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Do you only help businesses?

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We help both businesses and individuals, especially those earning high incomes or with complex income.

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Do you file taxes too?

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Yes. We handle filing, planning, and everything in between.

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What if I already have a CPA?

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Most of our clients do, let us help you with your tax strategy and let your cpa handle your tax filing and bookkeeping.

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How much can I realistically save in taxes?

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It all depends on your personal situation. We have saved clients in the past as much as $250,000 in one year.

Ready to Save Thousands in Taxes?

Your success deserves a smarter tax strategy.

LET’S TALK