Where Planning
Meets Tax Savings

At Second Mile, we reduce your tax burden, simplify your finances, and give you the clarity you need to focus on growth.

Too often, clients come to us frustrated by:

Large, unexpected IRS bills, even with a CPA

Confusing or messy books across multiple accounts and LLCs

Missed deductions and poor entity structuring

Limited communication and lack of proactive financial planning

No clear strategy connecting business finances to personal wealth

At Second Mile Financial, we take those headaches off your plate. Our services are designed to reduce your tax burden, simplify your finances, and give you the clarity you need to focus on growth.

Tax Planning
and Optimization

CPA Advisory Services

Fractional
CFO Services

Don’t leave Money on the Table.

Second Mile builds proactive, year-round tax strategies so you are not left wondering if you are overpaying.

Our clients often save $50,000 or more annually through planning that’s tailored to their business and income level.

You can’t reach your CPA when you need answers?

With our CPA advisory packages, you’ll have direct access to us year-round for financial advice, tax questions, and business planning support from a trusted tax advisor.

Executive-level financial strategy without the full-time cost.

Our Fractional CFO service gives forecasting, cash flow management, and financial strategy, without the cost of a full-time hire.

CFOs are key parts of any company; however, they are very expensive. Our Fractional CFO services give forecasting, cash flow management, and financial strategy, without the cost of a full-time hire.

Bookkeeping & Accounting Services

Tax Preparation
& Filing

Full Tax and Accounting Services

Clean books, clear decisions.

No more headaches with messy or inconsistent books. We provide ongoing bookkeeping and financial statements, giving you clean numbers to make confident decisions.

No more headaches with messy or inconsistent books. We provide ongoing bookkeeping and financial statements, giving you clean numbers to make confident decisions and showcase the health of your business.

No April surprises.

We prepare and file everything from small business returns to trusts and estates.

You’ll stay compliant, avoid costly mistakes, and never get blindsided by the IRS again.

Need more than one service?

We offer a combination of our bookkeeping, tax preparation and CPA advisory services into one tailored solution that fits your business needs.

Why Choose Second Mile?

Most CPAs only show up once a year. We make sure you keep more of what you earn and never have to wonder if you’re overpaying by planning ahead with:

Quarterly
Check-Ins

Proactive
Strategies

Bundled Tax +
Accounting Support

Stop overpaying the IRS.

Take the first step toward smarter tax savings