Tax Advisory
Strategy, not just compliance.
Filing a return reports what happened. Advisory work changes what happens. We work with you throughout the year to make decisions that reduce your long-term tax burden — not just this year's bill.
What's Included
Everything you need, nothing you don't.
Year-Round Access
Tax questions don't wait for April. Advisory clients have ongoing access to our team for questions, reviews, and planning conversations — not just during filing season.
Entity Structure Analysis
S-Corp election, LLC vs. C-Corp, holding company structures — the entity you operate under affects everything from self-employment taxes to exit strategy. We model the numbers.
Estimated Tax Planning
We calculate your quarterly estimated tax payments based on projected income, not last year's figures. No surprise bills in April.
Compensation Strategy
For business owners, the split between salary and distributions is a meaningful tax lever. We determine the optimal mix and adjust as your income changes.
Retirement Plan Optimization
Solo 401(k), SEP-IRA, defined benefit plans — the right retirement vehicle can shelter tens of thousands in income annually. We identify the best fit for your situation.
Major Transaction Planning
Before you sell a business, buy real estate, exercise stock options, or take on investors — talk to us first. The structure of a transaction often matters as much as the price.
How It Works
A simple, transparent process.
Initial strategy session
We review your current situation — business structure, income sources, prior returns, and goals — and identify the highest-impact planning opportunities.
Ongoing planning conversations
Throughout the year, we meet as your situation evolves. New contracts, hires, acquisitions, or major expenses — we model the tax impact before you commit.
Year-end review
Before December 31st, we review your projected tax position and execute any remaining strategies — accelerating deductions, timing income, funding retirement accounts.
Seamless handoff to filing
Everything we've planned flows directly into your tax return. No re-explaining, no lost context — just accurate filing that reflects the strategy.
Let's get your books in order.
Schedule a free consultation and we'll walk you through exactly how we can help.