About

Who the Hell Are We?

Most accounting firms feel like the DMV in a nicer shirt. Bewildering. Boring. Slow.

Cachet was built for people who expect more,
and aren’t afraid to ask for it.

If you’re looking for sharp strategy, straight talk, and a team that actually gives a sh*t, welcome in.

Whether you’re managing generational wealth, navigating multiple income streams, or just tired
of guessing if your CPA knows what the hell they’re doing — you’re in the right place.

What We Actually Do

Yes, we do taxes. But more importantly, we make sure your entire financial picture works in your favor.

We help you keep more of what you earn, structure your assets wisely, and make informed decisions that match the life you’re building.

Multi-state income?

Equity comp?

Trusts, properties, investments, and a million moving pieces?

We handle that — with clarity, precision,
and zero jargon.

Tax Strategy with Purpose

Wealth Structure & Optimization

Real Answers. No Guesswork.

Explore Services

Meet the guys behind the spreadsheets

Jon

Ian

This isn’t a faceless firm.
Ian and Jon started Cachet because they wanted clients to feel seen, not processed.

They believed finance could feel better.

So they built something personal. Hands-on. High-touch.

Get to know us

Why We Care

You worked too hard to be second-guessing your CPA.

We created Cachet to raise the bar — to bring care, clarity, and strategic thinking into an industry that too often just does the bare minimum.

Because money is more than math.

It’s power. It’s peace. It’s freedom.

We take that seriously. And we treat your financial world like it’s our own.

Not for Everyone (And That’s Fine)

If you want fast and cheap,
we’re not your firm.

If you want strategy, service, and a team
that sees around corners — let’s talk.

We work best with people who are ready to treat their finances with the care they deserve.

Because when you’re supported, informed, and proactive — everything else just works better.

Start the Conversation

About Cachet