Tax Advisory
Year-round tax strategy for individuals and small businesses — planned in advance, not patched together in March.
What this service covers
Most people only think about tax when a return is due, which is precisely when there is nothing left to change. Effective tax planning happens during the year: how you are paid, when income lands, what you contribute, and which accounts you use to hold investments.
We work alongside your existing accountant or prepare returns directly. The engagement begins with a review of the last two years of filings, then produces a short list of legal, quantified actions — contribution timing, entity structure, estimated payment scheduling and deduction documentation — with the dollar impact of each one.
Everything in this engagement
No add-on fees and no surprises. Here is exactly what our team delivers when you engage us.
- Personal and small-business return preparation and filing
- Two-year look-back review to identify missed deductions
- Quarterly estimated payment scheduling to avoid penalties
- Entity structure advice for sole traders, LLCs and S-corps
- Documentation and record-keeping systems that survive audits
- Audit support and correspondence handling with the IRS
Typical eligibility
- Individuals with wages, investments, rental or freelance income
- Small businesses up to $10 million in annual revenue
- Clients who are willing to share prior-year returns
- Ongoing clients receive priority during filing season
Indicative only. Every application is assessed individually, and we will tell you honestly if the timing is wrong.
Talk it through first
Twenty minutes on the phone is usually enough to know whether this is the right route for you.
Book free consultationHow the engagement runs
Four steps, clearly defined, with a named advisor throughout.
Free consultation
A 30-minute call to understand what you need and whether this product is genuinely the right fit.
Document review
We collect income, identity and account evidence once and reuse it across every lender we approach.
Options in writing
A side-by-side comparison with rates, costs, risks and timelines, plus a clear recommendation.
Approval & review
We manage the application through to completion, then schedule a review so the arrangement still fits.
Tax Advisory questions
The questions our advisors answer most often about this service. If yours is not here, ask us directly.
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