Advisory

Comprehensive Tax, Accounting & Business Advisory

Everything in Essentials, plus:

• Proactive quarterly tax planning

• Annual and mid-year tax projections

• Strategic tax planning throughout the year

• Business structure and S corporation guidance

• Ongoing review of owner compensation and distributions

• Guidance on business and personal financial decisions with tax implications

• Regular advisory meetings

• Deeper analysis of opportunities to reduce your overall tax burden

• Priority year-round access and support

Best for:
Business owners who want a proactive CPA relationship and a partner who helps them make better financial and tax decisions—not just file their returns.

Already Have a Bookkeeper?

You don’t need to change everything to work with me.

If your bookkeeping is already established and working well, I also offer customized tax preparation and tax planning engagements. These may include business and personal tax preparation, quarterly estimated tax calculations, and a dedicated tax-planning session.

We’ll determine the right level of support based on your needs.

Pricing shown reflects standard monthly packages. Customized pricing may apply based on business complexity, bookkeeping volume, and tax needs. Schedule a consultation for exact pricing.