Services
Services Overview
This practice is designed for clients who want strategic guidance, compliance clarity, and long-term planning—not just year-end filings. Engagements are advisory-based and tailored to each client's situation.
Tax Strategy & Planning
Proactive planning for informed decision-making
This service focuses on how your business structure, income mix, and financial decisions impact your tax position—now and in the future.
Areas of focus
- Entity structure evaluation
- Compensation and distribution planning
- Multi-state considerations
- Planning for major life or business changes
- Identifying planning opportunities and risk areas
This is not tax return preparation.
Compliance & Readiness Advisory
Reduce uncertainty. Increase preparedness.
Designed for business owners who want to understand where they stand from a compliance and documentation perspective.
This may include
- Compliance gap assessments
- Documentation and process review
- IRS notice triage (pre-audit support)
- Risk identification and mitigation planning
- Building audit-ready systems and habits
Fractional CPA Advisory
Strategic CPA support without a full-time hire
Ongoing advisory support for businesses that need:
- Strategic tax insight
- Compliance oversight
- Financial decision support
- Periodic reviews and planning discussions
Best suited for growing businesses that want a CPA involved beyond filing deadlines.