Tax Advising.
A comprehensive tax advising session that pulls together your entire financial picture and builds a year-ahead plan tuned to lower your liability and grow your wealth.
- 1 sessionPer year, in late summer or fall
- 12 moPlan horizon, written down
- CPAHandoff included
The service you've been waiting for. We pull together your entire financial picture, review business and personal tax realities, your business financials to date, and come up with a comprehensive financial plan for the year that will optimize your tax liability and your wealth generation strategy.
Everything in the engagement.
No surprise add-ons. No "you'll need to upgrade for that." A tax advising engagement covers everything below at the same fixed monthly rate.
Full financial picture review
Business books, personal returns, retirement accounts, and any side ventures all on the table at once.
Year-to-date business review
Where the business stands today against where it stood a year ago. Trends, surprises, and where the leverage is.
Tax liability projection
A clear-eyed estimate of what you will owe at year end if nothing changes, and what specific moves would change it.
Year-ahead plan
A written plan with the moves we recommend you make in the next 12 months to lower your tax bill and grow your wealth.
CPA handoff
A clean handoff to your CPA at year-end with everything they need, in the format they expect.
- You're surprised by your tax bill every spring and tired of it
- You have a CPA who files your return but never tells you how to plan ahead
- You want to understand the why behind the recommendations, not just nod along
- You're ready to think about retirement accounts, entity structure, and timing
- You're looking for tax preparation only (we refer out for filing)
- You want someone to find loopholes that do not exist
We'd rather refer you to a better fit than overserve the wrong client. Reach out anyway. We know good people for every situation.
From day one to a clean monthly close.
Most engagements onboard in two weeks. The first monthly close lands on schedule the month after.
- 01
Schedule the session
A two to three hour working session, in person or on video. We schedule it in late summer or early fall so there is still time to act on what we find.
- 02
Gather the inputs
Last two years of returns (business and personal), current year books, retirement statements, and anything else relevant.
- 03
Work through it together
We go through each piece in plain English. Questions encouraged. Nothing leaves the room un-explained.
- 04
Written plan delivered
You leave with a written year-ahead plan. Your CPA gets a copy at year-end so the filing matches the plan.
- Are you preparing my tax return?
- No. We do tax advising, not tax filing. A good CPA prepares your return. We make sure your books and your plan put them in position to do their best work.
- Do I need to be an existing client?
- No. Tax advising is available as a standalone session even if we are not doing your monthly bookkeeping. It works best when we are, but we will tell you that honestly in the consultation.
- When is the best time to do this?
- Late summer through early fall, so there is still time to act on what we find before year-end. We will not turn you away in December, but we will be honest about what is still actionable.
- How much does it cost?
- The session is priced based on complexity. We will give you a fixed quote after the free consultation.
Other services.
Let's get the books caught up.
Free thirty-minute consultation. We'll review where you are, where you want to be, and what fits.