Tax Consulting Services

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Advice, Tax Projections, and Tax Planning —built around how often you need us at the table.

Whether you’re an individual navigating a complex tax situation or a business entity planning for growth, our advisory tiers are built on one simple idea: the more your finances move, the more often we should be talking.

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Tax Projections allow you to anticipate what you will owe in taxes based upon your current income so that you can make your estimated and withholding payments based upon your actual tax liability not last year’s so you’re not caught off guard.

Tax Planning takes tax projections to the next level by using tax law to legally reduce what you owe. Built early in the year, a strategic plan gives you access to savings that are often out of reach once December hits.

With a tax advisor on retainer get answers to all of your important tax questions as they come up when guidance can change your life.

  • For individuals, and businesses who want a solid plan checked twice a year

    • Review of your Financial Statements (or income situation, for individuals) once during the year

    • Tax Projection based on your real, current-year data

    • A tax plan identifying strategies to legally reduce your liability

    • Annual Tax Filing for your business or personal return

    • Email support and mid year check in

    *Two meetings per year. Add ons/ and customization available

  • For individuals and businesses with more moving pieces, checking in as things change

    • Review of your Financial Statements or income situation each quarter (April, June, October, December)

    • Tax Projection updated quarterly based upon on your latest numbers

    • A tax plan that evolves with you throughout the year

    • Annual Tax Filing (business or individual return)

    • Email and phone support plus 4 Quarterly Zoom or In Person Updates

    *Four meetings per year. add ons and customization available

  • For individuals and businesses who want a dedicated advisor at every turn

    • Review of your Financial Statements or income situation every month

    • Tax Projection updated monthly based on your real-time numbers

    • A tax plan reviewed and adjusted monthly

    • Annual Tax Filing, including coordination across business and personal returns

    • Email, phone, and in person or Zoom support plus 12 monthly updates

    *Twelve meetings per year. add ons and customization available

  • Have a question about accounting operations, tax implications, or written guidance on tax law, but don’t need a full year of service? We offer one-off consultations billed hourly for your specific situation.

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Would you rather send your money to taxes or start building a nest egg to for generational wealth?

Request your Consultation Here