In your corner year-round,
not just in April.
Tax preparation tells you what happened. Tax planning changes what happens next. Our tax advisory services put a CPA in your corner year-round, so there's no surprises in April.
Solo
Stop overpaying the IRS by planning ahead with a real tax strategy.
Tax Advisory
- Annual Tax Advisory MeetingAnnual Tax Advisory Meeting
- Individual Tax PlanIndividual Tax Plan
- S Corp Readiness ReviewS Corp Readiness Review
Tax Preparation
Support
- Tax Notice AssistanceTax Notice Assistance
- Year-Round CPA AccessYear-Round CPA Access
Strategic
Maximize your S Corp tax savings with year-round advisory and compliance.
Formation
- S Corp Election Filing & SetupS Corp Election Filing & Setup
- Payroll Account Setup AssistancePayroll Account Setup Assistance
Tax Advisory
- Semi-Annual Tax Advisory MeetingsSemi-Annual Tax Advisory Meetings
- Individual Tax PlanIndividual Tax Plan
- Business Tax PlanBusiness Tax Plan
- Passthrough Entity Tax PlanPassthrough Entity Tax Plan
Payroll
Tax Preparation
Support
- Tax Notice CorrespondenceTax Notice Correspondence
- Year-Round CPA AccessYear-Round CPA Access
Executive
Offload your back-office with advisory, bookkeeping & premium support.
Monthly Bookkeeping
- Chart of Accounts OptimizationChart of Accounts Optimization
- Categorization & ReconciliationCategorization & Reconciliation
- Monthly Financial ReportingMonthly Financial Reporting
- Year-End Book ClosingYear-End Book Closing
- 1099 Contractor Filings1099 Contractor Filings
Premium Support
- Priority Same-Day ResponsePriority Same-Day Response
- Direct Coordination with your Financial Advisor or LenderDirect Coordination with your Financial Advisor or Lender
Mid-Year Onboarding (Jan-June)
Our tax advisory 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 annual fee remains fixed regardless of when you use each individual service. For new clients onboarding before July 1st, the full annual fee is divided across the remaining months of the year.
Late-Year Onboarding (July-Dec)
For new clients onboarding in July or later, we'll carve out the built in tax return preparation fees from our annual advisory plan to avoid an unusually high monthly fee in the remaining months of the calendar year. Instead, it will be structured as a custom annual fee scoped to the remaining months, including tax advisory sessions, individual and business tax plans (as applicable), a shareholder payroll plan, and payroll processing. Tax return preparation fees will be billed separately after the return is completed during filing season.
Tax Return Preparation
Includes a base tax return. Additional fees may apply depending on tax return complexity. Check out our Pricing page for more details.
Shareholder Payroll Processing
During onboarding, we'll send you a link to set up your payroll account with Gusto. Once your account is active, we'll begin processing your monthly payroll based on the payroll plan we prepared and you approved. We'll also handle all your quarterly and annual federal, state, and local payroll filings. Employee payroll is not included, but is available as an add-on service. Check out our Pricing page for more details.
The Proactive
Edge
Strategic Tax Planning
No more surprise tax bills in April. We create comprehensive individual and business tax plans, utilizing strategies like Pass-Through Entity Tax (PTET) to maximize your deductions.
S Corp & Salary Optimization
We continuously review your business structure to ensure tax efficiency. For S Corps, we design customized shareholder payroll plans that balance tax savings with strict IRS compliance.
Year-Round Advisory
Tax strategy doesn't end in April. We meet with you throughout the year to adjust strategies as your business evolves, and we handle all tax notice correspondence on your behalf.
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 tax forms, we act as your year-round tax partner, not a once-a-year preparer, ensuring your wealth stays where it belongs: with you.
Ready for a more proactive approach?
Stop overpaying on taxes and start building a strategic plan for your future.
Book Your Advisory Session