Worried about Tax Payments, Overpayments, and Stress?

Overwhelmed with Accounting and Bookkeeping Mess?

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you focus on your business

let us worry about your financials.


Kasey Green

your next strategist

I am an experienced tax strategist and a seasoned fractional CFO with a passion for empowering entrepreneurs. With a track record of helping businesses achieve financial success and growth, my mission is to provide you with the strategic insights and financial guidance needed to navigate the ever-changing business landscape.

Being a small business owner can be intimidating, especially when it comes to bookkeeping and financial decisions. Having worked in small businesses throughout my career, I understand the challenges firsthand. I remember the uncertainty and the lack of resources available to find answers.

Why Choose Us?

How We Can Help

As an independent boutique firm, we're poised to revolutionize your perspective on taxes, accounting, business, wealth, and growth. With our personalized approach, unwavering expertise, and unwavering support, we'll optimize your tax liabilities, fuel your business's expansion, and secure your financial future. Join us on this exhilarating ride towards empowerment, success, and a legacy that leaves no glass ceiling unshattered.

  • Get Organized and Maximize Your Profits

  • Get Straight-Forward Financial Results

  • Reduce Stress and Maximize Your Tax Savings

With our exceptional team of certified tax professionals and experienced CFOs, boasting 20+ years of combined experience, we are devoted to empowering businesses and individuals to achieve unparalleled financial success and conquer their dreams.

Are you self-employed? Do you make at least $4,000 a month?

If you answered YES to those two questions, then you could save THOUSANDS in taxes by electing to file as an S-Corp!

Get my absolutely FREE tool that lets you calculate your potential tax savings. Plus you'll get tax and bookkeeping hacks delivered straight to your inbox twice a month. Time to save that money!


Quarterly Payment Worries

Kasey has been a game-changer for me, thanks to Kasey's expertise in business and taxes. The stress of quarterly payments used to weigh me down, but Kasey takes that worry off my plate. Her mind-blowing skills in handling taxes and optimizing my situation have truly impressed me. Figured Out is the place to go for all your accounting needs—I highly recommend them.

emilee & tyler

Business Start Up and Accounting

Figured Out and Kasey are true lifesavers! When I started my photography business, I felt overwhelmed with all the business setup, accounting, and tax questions. Thankfully, Kasey is there every step of the way, providing invaluable support and expertise. As I grow, Kasey continues to amaze me. She meticulously reviews my KPIs and helps me increase my cash flow and bottom line.


Unique Needs = Unique Situations

Figured Out saved the day! As a performer receiving 1099 forms, I was drowning in taxes, owing a staggering amount. Thankfully, I reached out to Kasey, and she worked her magic. Through entity creation and tax optimization, she guided me to a $3,000 refund! The expertise and dedication of Kasey and the Figured Out team are unmatched. When it comes to taxes, they have your back. I can't recommend them highly enough!


Organized and Knowledgeable

Her expertise in finding customized solutions to maximize deductions and ensure compliance is truly impressive. What sets her apart is her exceptional ability to break down complex tax concepts in a way that's easy to understand. Working with Kasey is a breeze—she's responsive, reliable, and always goes above and beyond to address any questions or concerns.


Easy to work with, she knows her stuff

I can't express enough gratitude to Kasey for helping me sort out my taxes across multiple businesses as I transition into semi-retirement. Her optimization of my tax situation and her invaluable expertise have been a tremendous help. The stress-free process, thanks to her clear explanations of complex concepts, has been a relief. For professional and reliable tax assistance, I highly recommend Figured Out.


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Health Savings Account

August 05, 20233 min read

Maximizing Tax Savings with Health Savings Accounts (HSAs)

An HSA can be a fantastic way to save money while prioritizing your health. It's like a triple threat - contributions are made pre-tax, the account grows tax-free, and withdrawals are also tax-free when used for qualified medical expenses. Let's dive into the details and explore how HSAs can benefit you.

8 Reasons

Understanding Health Savings Accounts (HSAs): A Health Savings Account is a specialized savings account where you can set aside a portion of your income each year to cover qualified medical expenses. The best part is, you don't have to wait until retirement to use it - you can access the funds for eligible expenses at any time.


To open an HSA, you must have a high deductible health insurance plan. As of 2019, the IRS defined a high deductible plan as having a deductible of at least $1,350 for individuals or $2,700 for families, with total yearly out-of-pocket expenses not exceeding $6,750 for individuals and $13,500 for families. These numbers increased slightly in 2020 to $1,400 for individuals and $2,800 for families, with out-of-pocket limits of $6,900 for individuals and $13,800 for families.

Contribution Limits: For 2019, you could contribute up to $3,500 for individuals and $7,000 for families. In 2020, the limits increased to $3,550 for individuals and $7,100 for families. These amounts can be adjusted annually, so it's essential to stay informed about the latest contribution limits.

Benefits of HSA:

  1. Tax Savings: HSA contributions are made with pre-tax dollars, reducing your taxable income for the year. This means you'll pay less in income taxes, allowing you to keep more of your hard-earned money.

  2. Tax-Free Growth: The funds in your HSA grow tax-free over time, further maximizing your savings potential. You can invest the money in various financial instruments to potentially earn more than a regular savings account.

  3. Tax-Free Withdrawals: As long as you use the funds for qualified medical expenses, your withdrawals from the HSA are entirely tax-free. This includes expenses like doctor's visits, prescriptions, dental care, and vision-related costs.

  4. Retirement Savings: If you don't use all the HSA funds for medical expenses during your working years, don't worry. After you reach age 65, the HSA can be treated like a traditional IRA, allowing you to withdraw funds for any purpose without penalties (though income tax will apply to non-medical expenses).

Smart Strategies with HSA:

Some individuals choose to save all their medical receipts over the years and let the HSA balance grow. This strategy allows them to reimburse themselves for qualified medical expenses at any time, even years after incurring them.

Final Thoughts: If you're eligible for an HSA, I highly recommend taking advantage of this powerful tax-saving tool. It's an excellent way to safeguard your health while simultaneously building a financial safety net for the future. Remember to stay updated on the contribution limits and make the most of the tax benefits it offers.

If you have any questions or need assistance with your year-end planning, please contact us to talk more! Happy saving and investing, and remember to prioritize your health and financial well-being!

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