Tax Advisory & Planning

A Plan for Every Season — Not Just April

Filing looks backward. Strategy looks forward. Tax advisory is where we stop reacting to your tax bill and start engineering it — legally, deliberately, in writing.

Book a strategy session

This Is for You If…

Sound Familiar?

You owe every April

...and nobody has ever explained why, or shown you the levers that change it.

Your income jumped

A raise, a new business, a windfall — great news that becomes a tax problem without a plan.

You're self-employed

Quarterly estimates feel like guesswork and you suspect your entity structure is costing you money.

Your refund is huge

That's not a bonus — it's an interest-free loan to the government. Let's fix your withholding.

Life is changing

Marriage, a home, kids, a side hustle — every big move has a tax move that should come with it.

You want it in writing

Not vague tips — an actual documented plan with numbers, deadlines, and next steps.

How It Works

Start With a Session. Stay for the Strategy.

STRATEGY SESSION

$197

one-time

The starting point for every advisory client

60-minute deep dive on your situation
Review of your latest return
Written action plan delivered to your portal
Clear next steps you can act on immediately

Book your session

GROWTH TAX ADVISORY

$275

/month

Six-month minimum commitment
One 60-minute strategy review each quarter
Quarterly tax projection and estimated-payment guidance
W-4 and withholding review when applicable
Deduction and tax-deadline guidance
Written action steps after each strategy review
Secure portal and email support
Responses within two business days

Choose Growth Tax Advisory

PREMIER TAX ADVISORY

$450

/month

Six-month minimum commitment
One 60-minute strategy meeting each month
Everything included in the Growth plan
Quarterly tax projections and estimated-payment calculations
Entity-structure and owner-compensation planning
Coordination with the client’s bookkeeping records
Year-end tax-planning review
Written action steps after each meeting
Priority portal and email support
Responses within one business day

Choose Premier Tax Advisory

Tax-return preparation, monthly bookkeeping, amended returns, tax-notice resolution, payroll, entity formation, and IRS representation are not included. Those services will be quoted separately when needed.