In your corner year-round,
not just in April.
Tax preparation tells you what happened. Tax planning changes what happens next. Our tax advisory puts a CPA in your corner year-round, so there's no surprises in April.
Core Services
Strategic Tax Planning
No more surprise tax bills in April. We create comprehensive individual and business tax plans to maximize your deductions.
S Corp & Salary Optimization
We continuously review your business structure to ensure tax efficiency and customized shareholder payroll plans.
Year-Round Advisory
Tax strategy doesn't end in April. We meet with you throughout the year to adjust strategies as your business evolves.
The proactive advantage
Traditional accounting is reactive. You hand your CPA documents in March, and they tell you what you owe in April. By then, it's far too late to implement strategies.
A proactive approach means we are looking ahead, not just in the rearview mirror. We analyze your financials in real-time, identifying opportunities for tax savings, entity restructuring, and cash flow improvements before the year ends.
Year-Round Planning
Continuous monitoring of your tax situation.
Strategic Restructuring
Optimizing your entity for maximum tax efficiency.
Wealth Preservation
Keeping more of your hard-earned revenue.
Why advisory matters
Business tax advisory flips this model. We meet throughout the year to analyze financials and execute strategies to reduce your tax burden before December 31st.
By shifting from a compliance-only mindset to a strategic partnership, you gain clarity and confidence in your financial decisions. No more surprises at tax time, just a clear, actionable plan designed to support your business growth and personal wealth goals.
Plans & Pricing
Solo
Keep more of what you earn with a tax strategy built around you.
Tax Advisory
- Annual Tax Strategy MeetingAnnual Tax Strategy Meeting
- Individual Tax PlanIndividual Tax Plan
Tax Preparation
CPA Support
- Tax Notice AssistanceTax Notice Assistance
- Year-Round CPA AccessYear-Round CPA Access
Strategic
Maximize your savings with proactive tax advisory and compliance.
Onboarding & Setup
Tax Advisory
- Semi-Annual Tax Strategy MeetingsSemi-Annual Tax Strategy Meetings
- Individual Tax PlanIndividual Tax Plan
- Business Tax PlanBusiness Tax Plan
- Passthrough Entity Tax PlanPassthrough Entity Tax Plan
Tax Preparation
Shareholder Payroll
- Gusto Software Subscription IncludedGusto Software Subscription Included
- Reasonable Compensation Analysis & OptimizationReasonable Compensation Analysis & Optimization
- Shareholder Payroll PlanShareholder Payroll Plan
- Shareholder Payroll Processing²Shareholder Payroll Processing²
- Quarterly & Annual Payroll Tax FilingsQuarterly & Annual Payroll Tax Filings
CPA Support
- Tax Notice AssistanceTax Notice Assistance
- Year-Round CPA AccessYear-Round CPA Access
How we work together.
Onboarding & Billing
Our tax advisory service engagements are structured and billed annually, tied to defined deliverables and scheduled meetings throughout the year. Because these services are scheduled and delivered over the course of the year, the total annual plan's fee remains fixed regardless of when you may utilize each individual service.
Mid-Year Onboarding (Jan - July)
For clients onboarding before July 31st, your annual advisory fee is divided equally over the remaining months of the calendar year.
Late-Year Onboarding (Aug - Dec)
For clients onboarding after August 1st, we remove the tax return preparation portion from your total advisory plan fee so that the remaining monthly payments are reasonable rather than spiking over a short period. Your advisory services for the year stay exactly the same. The tax return preparation fee will be invoiced separately once your return is prepared during filing season.
Engagement Scopes
Clear boundaries and expectations for tax preparation and payroll processing services included in the tax advisory plan.
Tax Preparation Scope
The individual tax return filing includes a joint return with up to one rental property, one business activity, and one state. The S corporation tax return includes one state. Additional states, rental properties, or business activities will be billed separately during tax preparation.
Payroll Processing Scope
The Strategic plan includes a Gusto payroll subscription and payroll processing for up to two shareholders. Payroll account setup with state and local tax agencies is not included, but is available for a one time setup fee. Payroll for non-shareholder employees is not included, but can be added for a flat monthly fee.
You'll work directly with Ameen.
No rotating team, no support queue. I'll learn your business, plan around your goals, and proactively bring opportunities to the table year-round.
Direct Access
Skip the account managers. You get direct, year-round access to your dedicated CPA.
Proactive Strategy
We don't just record history. We actively plan for your future to minimize tax liability.
Ready for a more proactive approach?
Stop overpaying on taxes and start building a strategic plan for your future.