How Our Tax Planning
Process Works

At Second Mile CPA, we take the guesswork out of taxes and finances with a proven tax planning process that helps business owners and high-income earners keep more of what they earn legally, strategically, and with complete clarity.

Let’s Talk

Step 1 Discovery

Step 2 Proposal

Step 3 Implementation

The Foundation of Your Tax Plan

Your journey starts with a free discovery call, a 30–40 minute conversation where we learn your story, goals, and where you may be overpaying in taxes. Whether you manage multiple LLCs or face unpredictable tax bills, this step uncovers your biggest opportunities for savings.

Your Tailored Tax Plan

Within a week, we’ll meet again for a short 10–15 minute session to review your personalized tax strategy plan, show you exactly how much we can save you, what steps are needed, and what the investment looks like.

Bringing Your Tax Plan to Life

Once you’re ready to move forward, we handle the implementation. Some strategies we’ll execute directly; others we’ll guide you through. Either way, you’ll have a trusted CPA partner beside you every step of the way.

Why it Works

At Second Mile, our success is measured by your success. We’re not here to sell cookie-cutter services. We’re here to be the steady guide who year after year helps you:

Save Money

Stay Compliant

Make Confident Financial Decisions

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.

Ready to see how much you could save?

Take the first step toward smarter tax savings

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How Our Tax PlanningProcess Works