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Tax advisory

Proactive tax strategy. Fixed annual fee.

Most business owners overpay $30,000–$80,000 in taxes every year — not from bad decisions, but from a tax strategy that ends on April 15th. This is year-round advisory that actually changes your number.

Tax Prep Only Tax Advisory Full-Service Plans
$34K
Avg. first-year client savings
50
States served — 100% virtual
8+ yrs
Of advisory expertise
24–72hr
Advisory response time
Tax Essentials
$3,500–$6,000
per year, fixed fee
  • ✓
    Annual federal return + up to 2 states
  • ✓
    1 mid-year tax planning session
  • ✓
    Entity structure review
  • ✓
    Year-end strategy checklist
  • ✓
    Email Q&A (48-hr response)
  • ✓
    Custom Tax Savings Summary
Start with an audit
Most popular
Tax Advisory Partner
$8,000–$15,000
per year, annual retainer
  • ✓
    Everything in Essentials
  • ✓
    Quarterly strategy calls (4×/year)
  • ✓
    S-Corp salary optimization + payroll oversight
  • ✓
    Retirement plan strategy (SEP, Solo 401k)
  • ✓
    Real estate + investment tax planning
  • ✓
    Proactive IRS monitoring + notice response
  • ✓
    Priority same-business-day response
Get started
CFO Advisory Suite
$18,000+
per year, monthly retainer
  • ✓
    Everything in Advisory Partner
  • ✓
    Fractional CFO services (monthly reviews)
  • ✓
    Cash flow forecasting + budgeting
  • ✓
    KPI dashboard + monthly reporting
  • ✓
    Business exit / succession planning
  • ✓
    Capital raise readiness + investor financials
  • ✓
    Dedicated advisor — direct cell access
Talk to us first

Not sure which tier is right for you? A free Tax Savings Audit will make it obvious — no commitment required.

Common questions

Everything you're wondering before you book.

I already have a CPA. Why do I need this?+
Most CPAs are excellent at compliance — preparing accurate returns and keeping you out of trouble. That's not the same as tax planning. Planning is proactive: it involves restructuring, timing, and strategy throughout the year. Many clients keep their existing CPA for filing and bring us in specifically for advisory strategy.
What's the difference between tax prep and tax planning?+
Tax preparation is recording what happened. Tax planning is changing what will happen. A tax preparer files your return accurately. A tax planner works with you mid-year to restructure your salary, set up a retirement plan, and time a business purchase so your return shows a fraction of what it would have otherwise.
How much can I realistically expect to save?+
It varies based on income, structure, and current strategy. Business owners earning $400K–$2M typically save $20,000–$65,000 in year one. High-earning W-2 professionals in the $300K–$800K range typically see $12,000–$40,000 in year-one improvements. A free audit will give you a specific number before you commit to anything.
Do you work with clients nationwide?+
Yes — 100% of our advisory work is done virtually. We work with business owners in all 50 states. Location has never been a barrier for great tax strategy.
Get started

Find out exactly what you're leaving behind.

Book a free 20-minute Tax Savings Audit. We'll identify your specific overpayments, put a dollar value on each one, and send you a written summary — no obligation, no pitch.

Claim my free Tax Savings Audit Talk to us first
Or call (908) 344-5122 · 221 River Street, 9th Floor, Hoboken, NJ 07030