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Tax preparation should feel like peace of mind, not pressure.

17 Mile Drive exists to be the trusted presence that helps people make informed tax decisions in the moments that matter most.

Older couple walking hand-in-hand along a beach path, representing the ease and reassurance supported by accurate tax preparation and long-term accountancy care.

We believe the best tax plans are built on emotional intelligence as much as technical strategy. That’s why we ask about your earliest money memories — not just your account balances. Because what drives your decisions is just as important as the numbers behind them.

Three branches of service – rooted into one grounded, unified firm.

Hand-drawn tree illustration conveying comprehensive tax planning, year-round preparation, and proactive compliance-focused accounting services.

Tax Planning + Preparation

Tax season shouldn’t feel like a stress test. Our in-house accounting team works in tandem with your financial plan—offering proactive, coordinated support that simplifies decisions and keeps every moving piece aligned. No outsourcing. No disconnect. Just smart, seamless care under one roof.

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Estate Tax Planning

From asset protection to powers of attorney, our estate tax planning team help protect your wealth while honoring your wishes. Because when tax guidance is built into your financial strategy—not added on as an afterthought—it creates clarity, continuity, and true peace of mind.

Hand-drawn tree illustration symbolizing structured, long-term accounting guidance and personalized financial alignment services.

Aligned Bookkeeping

Our bookkeeping works in lockstep with your tax plan—providing proactive, coordinated support that streamlines decisions and keeps every detail running smoothly. No outsourcing. No disconnect. Just accurate, seamless care under one roof.

Hand-drawn tree illustration conveying comprehensive tax planning, year-round preparation, and proactive compliance-focused accounting services.
Hand-drawn tree illustration representing estate tax planning, generational accounting strategies, and organized wealth transfer support.
Hand-drawn tree illustration symbolizing structured, long-term accounting guidance and personalized financial alignment services.
Coastal cypress tree along a rocky shoreline, representing the steadiness and longevity associated with reliable tax preparation and dedicated accountancy support.

We bring together each branch not just for efficiency’s sake, but so you feel seen, supported, and prepared at every turn.

Because the best tax planning doesn’t come from a spreadsheet—it comes from a relationship that listens, adapts, and walks with you through what matters most.

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Tax preparation and planning that’s rooted in real life.

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Tax Preparation

Our tax preparation process goes well beyond filing— prioritizing accurate, compliant, and client-focused tax preparation designed to save you time, stress, and money.

What’s Included:

  • Prepare accurate tax returns that are filed on time
  • Calculate estimated taxes for self-employed small business owners
  • Electronic filing and direct deposit for a faster tax refund
  • File extensions and calculate estimated tax to avoid interest and penalties
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Tax Strategy + Planning

Tax planning is more than timing deductions — it’s a key part of protecting and growing your wealth. We guide clients through strategic moves like Roth conversions, tax-efficient withdrawals, gain/loss harvesting, and more.

What’s Included:

  • Develop tax planning strategies that reflect individual financial goals
  • Roth IRA conversions
  • Investment tax optimization
  • Coordination with your CPA or tax preparer
Adult and child painting a room together, illustrating how clear, dependable tax preparation helps families stay focused on everyday moments.

Estate Tax Planning

Our estate services go beyond compliance — helping you build, preserve, and pass on your legacy with clarity and confidence. We create thoughtful, tax-efficient strategies that protect what you’ve built and ensure your wishes are carried out exactly as intended.

What’s Included:

  • Ensure your assets are allocated to spouses, children, trusts, and charities
  • Develop gift and estate tax strategies tailored to your goals
  • Prepare and file estate, gift, and fiduciary tax returns
  • Multigenerational planning conversations
Couple sitting together on a beach, representing the peace of mind supported by organized tax filings and reliable accountancy services.

Tax Relief

If you owe the IRS money, you’re not alone — and you’re not without options. Our tax relief services are designed to help you resolve debt, reduce penalties, and regain financial peace of mind.

What’s Included:

  • File past-due and delinquent tax returns
  • Negotiate IRS payment plans or offers in compromise
  • Represent you in IRS audits and disputes
  • Explore bankruptcy or innocent spouse relief options when applicable
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Business Tax Planning + Preparation

Your business deserves more than once-a-year tax help. We partner with you year-round to create forward-thinking tax strategies that minimize liability, optimize cash flow, and strengthen your financial foundation — freeing you to focus on growth and innovation.

What’s Included:

  • Federal, state, and local income tax preparation and filing
  • Sales and payroll tax compliance
  • Entity selection and structure optimization (LLC, S-Corp, C-Corp)
  • Profit and loss reporting, mergers, and acquisition support
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Other Business Services

Behind every thriving business is a solid financial strategy. From cash flow management to forensic accounting, we offer a comprehensive suite of services that keep your finances organized, compliant, and primed for success.

What’s Included:

  • Small business accounting and bookkeeping
  • Cash flow projections and management
  • Business valuations and financing preparation
  • Non-profit compliance and internal controls assessment

From our first conversation to our ongoing reviews, our process is grounded in trust, simplicity, and clarity.

The 17 Mile Client Journey

01. Intro Conversation

We start by getting to know you—your relationship with money, and your life goals. No assumptions, no pressure.

02. Custom Tax Strategy

We build a strategy for you—even if you’re not sure you’ll become a client. We want to leave everyone better off than when we met.

03. Decision and Onboarding

If we’re a good fit—we move forward with intention. You meet our Client Service Associate and we begin the setup process.

04. Regular Check-ins

Life moves fast. We stay in touch. Regular meetings help us adapt your plan over time.

Older couple cooking together in a bright kitchen, reflecting the comfort and clarity supported by dependable tax preparation and trusted accountancy services.

We don’t just plan – we partner.

17 Mile Drive exists to be the trusted presence that helps people make informed tax decisions for the moments that matter most.

Our Values

Let’s build something that lasts – together.

Whether it’s planning for tomorrow or managing today’s tax decisions, we’re your partner in every season.

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Perspectives

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