Advisory Services
Advising isn’t extra—it’s strategy to manage tax you owe. Future tax bills are shaped by today’s decisions. And often, you don’t know what you don’t know.
Options for Advisory Support:
Virtual Advisory Session
Experience an interactive, recorded virtual advisory session with a Certified Public Accountant (CPA). Through screen sharing, you’ll follow along in real time as we review tax forms, regulatory websites, and helpful financial resources tailored to your situation. Each session delivers personalized guidance on tax and retirement planning, small business strategy, or wealth management—focused entirely on your goals. A full recording of the session is provided afterward for your reference.
Customized Calculations
A customized research memo delivers written actionable, tailored recommendations grounded in the latest tax laws and authoritative guidance, helping you optimize your tax position, minimize liabilities, and ensure compliance. Additionally, other written calculations such as estimated quarterly taxes may be scheduled.
Request Estimated Quarterly Tax Calculation
Stay compliant and avoid penalties with our quarterly tax estimate service.
- Written calculation deliverable
- We calculate Safe Harbor estimates based on last year’s tax liability and
- Calculate tiered estimates based on annualized year-to-date earnings.
- Suitable for individuals, families, self-employed and small business
This dual approach ensures flexibility to choose the quarterly amount to be paid while managing cash flow. Optionally, we may handle taxpayer approval of prepared estimates and schedule IRS or state payments on your behalf.
Email any questions or specify your tax circumstances if you’d like prior to booking.
Advisory Services
Entity Selection and Restructuring
Choose or restructure your business entity for optimal financial and tax advantages.
– Guidance on selecting the business structure well suited to achieve desired outcomes (sole proprietor, LLC, S-Corp, etc.)
– Direction on restructuring an existing entity to align with financial goals
Tax Strategies and Scenario Analysis
Discuss strategies and consider financial scenarios aimed to minimize risks and maximize savings.
– Identify deductions, credits, and strategies applicable to your financial situation
– Discuss scenarios to analyze risks and identify tax-saving opportunities
– Advice to prepare for business and personal financial outcomes
Financial Advising and Forecasting
Prepare your records for tax season with full compliance and potential deductions.
– Discussion on strategies to reduce, manage or leverage debt
– Real time review of revenues, expenses, and cash flow to guide decision-making and projections
– Identification of tools to help plan for growth and mitigate financial challenges
Retirement and Employee Benefits
Plan for the future with expert guidance on retirement accounts and employee benefit packages.
– Recommendation for retirement accounts best suited to maximize savings and achieve desired outcomes
– Guidance on tax-advantaged employee benefits and profit-sharing plans
Implementation Support (Add-on-Services)
When you decide to implement strategies discussed, we offer assistance to support:
– Business entity formation and elections
– Preparation of operating agreements, corporate minutes, or business policies
– Filing documentation and formal tax elections
On-Demand Tax Advisory Plans
Core Access
$ request fee
Best for solo professionals, freelancers, or new LLC owners. Includes up to 2 hours/month of support. Ideal for clients who need quick answers, guidance on deductions, compliance or documentation for lenders or grantors.
Growth Guidance
$ request fee
Designed for active businesses and real estate investors with multiple properties who benefit from steady, monthly advisory. Includes up to 4 hours/month. Recommended for those needing recurring check-ins, tax-saving strategy, and ongoing compliance support.
Executive Strategy
$ request fee
Built for high-earning professionals, multi-entity owners, or S Corp shareholders navigating equity compensation, real estate portfolios, or S Corp strategies. Includes up to 8 hours/month. This tier is best for quarterly planning, basis tracking, and distribution and compensation review.
Strategic Fractional Partner
$ custom quote
Built for clients with complex or evolving needs—such as multi-state filings, audits, or large financial transactions. Includes up to 12+ hours/month. Ideal for those who want a reliable, proactive tax partner and fractional advisor available throughout the month. Custom retainers available based on scope.
All Plans Include
- On-demand access to a licensed advisor via email, phone, or video—quick responses when decisions can’t wait. Schedule time as needed throughout the month for check-ins or deep dives.
- Strategic tax planning and compliance guidance customized to your business structure and risk profile
- Help with third-party documentation (e.g. mortgage income, investor due diligence, financial statements)
- Profit distribution review and basis tracking across assets or investments
Do I Need Advisory Services?
Advisory services are designed for individuals and businesses seeking expert guidance to optimize financial strategies, reduce tax liabilities, and plan for long-term success.
Proactive Tax Planning
Develop strategies to minimize tax liabilities and maximize benefits.
Financial guidance
Get tailored advice on restructuring, retirement planning, and debt management.
Future Ready Insights
Use financial forecasts and scenario analysis to guide your decisions and growth.
More Services
Compliance and Tax Services
Streamline your tax filings with accurate and timely services designed to keep you in compliance with federal and state regulations. Let us handle the complexities while you focus on what matters most.