Stop looking backward.
Start planning forward.
Most CPAs just record history. We help you write it. Our tax advisory services are designed to minimize your tax liability before the year ends, not just report on it after the fact.
Solo
For sole proprietors and single member LLCs ready to stop overpaying on taxes.
Billed at $150/month*
Tax Advisory
- Annual Tax Advisory Meeting
- Individual Tax Plan
- S Corp Readiness Review
Tax Preparation
- Individual Tax Return Filing*
Support
- Tax Notice Assistance
- Year-Round CPA Access
Strategic
For S Corp owners ready for proactive tax planning and strategy.
Billed at $400/month*
Tax Advisory
- Semi-Annual Tax Advisory Meetings
- Individual Tax Plan
- Business Tax Plan
- Passthrough Entity Tax Planning
Payroll
- Shareholder Payroll Plan
- Self-Service Payroll Support*
Tax Preparation
- Business Tax Return Filing*
- Individual Tax Return Filing*
Support
- Tax Notice Correspondence
- Year-Round CPA Access
Concierge
For S Corp owners ready for white glove advisory and premium CPA access.
Billed at $800/month*
Everything in Strategic, Plus:
Tax Advisory
- Quarterly Tax Advisory Meetings
Monthly Bookkeeping
- Categorization and Reconciliation
- Monthly Financial Reports
- Quarterly Financial Report Review
- Year-End Book Close
Premium Access
- Year-Round Direct Line Access
- Priority Same-Day Response
- Direct Coordination with your Financial Advisor or Lender
The Proactive
Edge
Quarterly Projections
No more surprise tax bills in April. We project your liability throughout the year so you know exactly what to expect and can plan your cash flow accordingly.
Entity Optimization
Continuous review of your business structure to ensure you're utilizing the most tax-efficient entity type as you grow and your revenue scales.
Audit Defense
Aggressive strategies with conservative documentation. We build your tax plan to withstand IRS scrutiny while maximizing every legal deduction.
Why Advisory Matters
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.
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.
We don't just file forms; we act as your outsourced Chief Financial Officer, ensuring your wealth stays where it belongs: with you.
Advisory Fine Print
Prorated Fees
Our advisory packages are structured as annual engagements. Since these services are distributed across the calendar year, the total annual fee remains fixed regardless of exactly when each service is utilized. If you partner with us mid-year, this total annual fee is divided among the remaining months.
Late-Year Engagements
For new clients joining us in August or later, we separate tax return preparation from our core annual advisory packages. Late-year onboarding features a customized advisory fee dedicated solely to essential end-of-year planning. Your actual tax return filing will then be billed independently.
Payroll Processing
We operate under a payroll advisory model using Gusto. Our role is to deliver a tailored shareholder payroll plan which you then implement in your account. This ensures your CPA's time is spent on high-level tax strategy rather than routine administrative processing.
Tax Return Preparation
Our base individual tax return preparation includes a joint or single filing, up to one state return, 1-2 brokerage statements, and up to one rental property or side business (Schedule C).