Advisory Services

Tax returns report the past. Advisory helps shape what’s next.

Whether you need guidance on a single tax question or you’re looking for a long-term CPA relationship, our advisory services are designed to help you make informed decisions before they become tax consequences.

Ways to Work Together

Choose the Level of Support That’s Right for You

One-Time Advisory Session(s)

Need help with a specific tax question or decision?

Experience an interactive, virtual advisory session offering personalized guidance on:
✓ IRS notices
✓ Estimated taxes
✓ Entity questions
✓ Business decisions
✓ Equity compensation
✓ Real estate transactions
✓ Second opinions
✓ Tax planning

Ongoing CPA Partnerships

Looking for more continuity and year-round guidance instead of one-time advice?

Designed for business owners who want an ongoing relationship with a CPA that understands their business and provides guidance throughout the year.

Explore partnership options below.

How are advisory requests handled?

Many questions start with, “I just have a quick question.” Sometimes they have a quick answer.

Other times, providing meaningful guidance requires reviewing your tax situation, considering planning opportunities, and applying professional judgment based on your unique circumstances. When that’s the case, we dedicate the time needed to provide thoughtful, accurate guidance tailored to your situation.

Here’s how we handle advisory requests:

Have a quick question?

We’re happy to help with administrative questions like filing deadlines, document requests, or portal assistance, provided as a courtesy.

Need tax guidance?

Questions requiring tax analysis, planning, or professional judgment are handled as advisory services because every recommendation is based on your unique facts and circumstances. We’ll recommend the most appropriate level of support and confirm any applicable advisory fees before proceeding.

For questions involving multiple variables or planning considerations, we’ll typically recommend a dedicated advisory meeting to ensure our guidance reflects your complete financial picture. More straightforward matters may be addressed through email, chat, or written correspondence.

Need ongoing support?

Clients with an advisory partnership receive access to the services available under their selected plan. Clients without an ongoing partnership may schedule one-time advisory services as needed.

Book a One-Time Advisory Session

30 Min

Basic Advisory

Any topic listed below.

Book now

1 Hour

Standard Advisory

Individuals and Families.

Book now

1.5 Hour

Business
Advisory

All things Business.

Book now

CPA Partnership Options

Whether you’re building a business, managing growing financial complexity, or working alongside a financial advisor, our advisory partnerships are designed to provide the level of guidance, planning, and collaboration that best supports your goals today—and evolves as your needs change.

Business Advisory

Core Compliance

Protect your foundation.

Year-round compliance for business owners who value having a trusted CPA before important tax decisions are made.

Partnership may include:

✓ Dedicated CPA relationship year-round

✓ Quarterly check-in meeting

✓ Estimated tax planning & payment scheduling

✓ Advisory guidance by email, chat, or scheduled meeting

✓ IRS & state notice guidance

✓ Secure client portal

Ideal for:

New businesses
Single-member LLCs
Small S Corps
Business owners seeking dependable year-round guidance

Typical Conversations

Can I deduct this purchase?
Should I make estimated tax payments?
How should I pay myself?
I received an IRS notice – what should I do?
Is this expense deductible?

starting at per quarter

$650

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Growth Advisory

Support your next stage of growth.

Proactive planning for businesses making more frequent financial and operational decisions.

Partnership may include:

✓ Everything in core compliance

✓ Quarterly strategic planning sessions

✓ Decision support before major business transactions

✓ Guided implementation support

✓ Review of business processes & operational workflows

✓ Coordinate with payroll providers, bookkeepers, financial advisors, & other professionals

✓ Support through business milestones

Ideal for:

Growing businesses
Real estate investors
Multiple income sources
Business owners making regular financial decisions

Typical Conversations

Should I elect S Corporation status?
Should I buy equipment this year?
How do distributions affect my taxes?
Is now the right time to expand?
Should I purchase another rental property?

starting at per quarter

$1,000

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Private Client Advisory

Coordinate your financial life.

Strategic tax planning for complex financial decisions and coordinated guidance alongside your financial advisory team.

Partnership may include:

✓ Everything in core compliance

✓ Event-driven strategic planning sessions for investments, equity compensation, and retirement strategies

✓ Coordination with your financial advisor, attorney, investment professionals, and other trusted advisors

✓ Decision support before significant financial decisions

✓ Planning for liquidity events and evolving tax law

✓ Priority advisory access for time-sensitive planning

✓ On-going support through financial milestones

Ideal for:

High-income professionals
Technology professionals with RSUs, stock options, or equity compensation
Physicians, attorneys, and other professionals
Business owners with complex personal tax planning
Real estate investors
Individuals and families working with financial advisors

Typical Conversations

Should I exercise my RSUs or stock options this year?
Does a Roth conversion make sense for my tax situation?
What are the tax implications of selling appreciated investments?
How should charitable giving fit into my overall tax strategy?
Should I change my withholding or estimated tax payments?
What should my CPA review before meeting with my financial advisor?
How will this investment or major purchase affect my tax position?

Fee customized to advisory needs

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Advisory Topics

Including but not limited to:

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

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.

Accounting Services

Simplify your financial management with bookkeeping referrals and accounting services that provide actionable steps to help your business.