Business Owners Doing $1M+ Per Year

If You've Grown Your Business Past $1M A Year, We'll Save You At Least $100K In Taxes This Year, Or You Don't Pay

You keep running the business while Diana's CPA-led team plans your taxes, runs your books and payroll, and files every return.

Book A Strategy Call

Client Reviews

What Business Owners Say About Working With Diana

4.9 from 32 reviewson Google
“Diana has helped me year after year save money during tax season... Diana guided me to make changes within how my business is registered and also to start paying quarterly instead of annually which took the headache away and saved me money.”
NMNumana Marie JoyGoogle review
“I have never had a CPA who is so hands on and has such great suggestions and insight on how I can save money and build my business in an efficient and productive manner.”
TPTenderCare Pet SalonGoogle review
“As a small business owner in the construction/roofing industry, I needed an accountant who understood our specific financial challenges, and they delivered... their proactive tax planning strategies have been invaluable in minimizing our tax burden and ensuring full compliance.”
TRTim RimedioGoogle review
“I began working with Diana shortly after opening my endodontic practice in Richmond, Indiana... She has saved us both time and money by keeping our accounting structured and proactive rather than reactive.”
BBenGoogle review
“White wolf accounting has taken care of my small LLC for 12 years now... They listen thoughtfully to my business aspirations and have helped me to structure my business for maximum growth.”
SDShiela DimofGoogle review
“She helped me set up an s corp without any hesitation. My previous cpa left me to flounder most years, but not Diana!”
AHAmber HillGoogle review
“I had a less than satisfactory experience with my previous accountant, so as I began my time with Diana I remained skeptically hopeful. Well, she has surpassed any and all hopes I had for what a good accountant might be.”
TMTodd MortonsonGoogle review
“Diana is a true professional. She has always provided my company - The Liveish Agency - with top notch service. She is consultative and supportive in all things accounting.”
JRJosh R. FalconGoogle review

Is This You?

Who Is This For?

Who This Is For:

  • You own a US business doing $1M or more a year, in any industry.
  • Your CPA files your return each spring but rarely calls with an idea while the year is still open.
  • Your tax bill keeps climbing as the business grows, and it doesn't feel like you're keeping any more.
  • Your books, payroll and quarterly estimates take a back seat while you take care of customers.
  • You'd rather have one CPA-led team handle your tax strategy, books, payroll and returns.
  • You want the next 3 to 5 years planned, not just the next April.

This Is Not For:

  • Employees and individuals who only need a personal return filed.
  • Businesses doing under $1M a year.
  • Owners hunting for loopholes or a promise to pay zero tax.
  • Anyone who isn't ready to make changes to how the business is set up this year.

100% Done-For-You

Here's Everything We Do For You

Here's how Diana and her CPA-led team handle the tax and money side of your business, all year long.

We Start With Your Returns

We read your last 2 years of returns next to your current books and look for every dollar that was missed, before we change anything.

We Set Your Entity And Pay

We pick the right entity, make the S corp election when it fits, and set a reasonable salary with the rest taken as distributions, so your structure matches how you actually earn.

We Add Family Payroll And Retirement

When your children do real work in the business, we set them up on payroll the right way, and we open a retirement plan sized to what you earn today.

We Run Your Books And Payroll

We set QuickBooks up properly or straighten out what's there, then produce your financials every month and run payroll, so your numbers are ready when a decision comes up.

We Size Your Quarterly Estimates

We set your quarterly estimates to what you'll really owe instead of last year's number, so there's no April panic and you're not paying taxes before you need to.

We File And Plan Years Ahead

We prepare and file every return ourselves and plan 3 to 5 years ahead. Before a new hire, a big purchase or an expansion, you see the tax impact first.

On The Record

Does It Actually Work?

“
I thought I had a ‘good’ CPA. Then I saved $102,000 legally in one year.
EC
E-commerce Owner
Client story on whitewolfcpa.com
“
Finally, someone explained taxes in a way I could act on. This changed everything.
OS
Online Service Provider
Client story on whitewolfcpa.com
“
Diana has been so instrumental in helping grow my business....she is super knowledgeable in all things taxes and finance.
RR
Robyn Rhodes
Google review

Still On The Fence?

Frequently Asked Questions

Do I have to leave my current CPA?+
No. On the strategy call we sort out what your current CPA covers today and what's falling through. We can sit next to your existing preparer and own the strategy side, or bring your books, payroll, planning and filings under one roof. You'll hear the pros and cons of each before you decide anything.
Is this legal, and will it hold up?+
Yes. We don't use loopholes or grey areas, Diana is a licensed CPA, and every move comes straight from the tax code. Strategies like an S corp salary or paying your children only hold up when the setup and records behind them are right, and getting that setup right is our job.
My books are behind. Should I clean them up first?+
No, come as you are. Part of what we do is take the books off your plate: we set QuickBooks up properly or straighten out what's there, then produce your financials every month. Your most recent return and a profit report for this year are enough for the call.
What does it cost?+
We don't publish a price list. Diana quotes the fee up front on the strategy call, once she understands where your business stands and what work you need.
When will I actually see the savings?+
Several of the biggest levers for this year lock on December 31, like running your own wages through payroll and making retirement deferrals from this year's pay, so the work starts as soon as we're on board. The savings show up on your filed return.
Do you work with businesses outside Indiana?+
Yes. We're based in Indianapolis and serve business owners nationwide. Federal tax strategy works the same wherever you are, and we work with clients virtually.
What should I bring to the strategy call?+
Your business and personal returns for 2024 and 2025, plus a QuickBooks profit report for this year so far. Ballpark figures are fine. If a spouse or partner weighs in on major money decisions, invite them too.
One Last Step

Want To Know What Your Business Could Keep Before December 31st?

On the strategy call, Diana looks at where your business stands today and what's coming next. Then she walks you through where she thinks you're overpaying and how her team would fix it before the year closes.

Book A Strategy Call

Any client results described on this page are not a guarantee of future results. Every tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.