Our Advisory Services
Our Advisory Services help you move beyond once-a-year tax filing and into proactive, strategic planning. Effective planning is the key to legally reducing your tax liability and strengthening your financial foundation. These services provide guidance for individuals and business owners, helping you make smarter decisions, optimize tax benefits, and stay aligned with your long-term personal and business goals.
“Failing to plan is like planning to fail.”
- Benjamin Franklin
Small Business Entity and Tax Structure Consultation
Retirement & Tax-Advantaged Savings Advisory
This service helps individuals and families build a strong financial future through smart use of retirement accounts and tax-advantaged savings tools. We guide you in choosing the right strategies, and maximizing long-term tax benefits so your money can grow with greater efficiency and clarity.
What this advisory includes:
Guidance on 401(k), Roth IRA, and Backdoor Roth strategies
Support with 529 College Savings Plans
Planning and optimization for Health Savings Accounts (HSA)
Clear explanations to help you choose the right account for your goals
Recommendations to maximize tax savings and long-term growth
Choosing the right business entity is one of the most important decisions for any business owner. This advisory service provides clear guidance to help you make an informed choice that supports both compliance and long-term financial goals.
What this advisory includes:
Explanation of the differences between Single Member LLC, Multi Member LLC and Partnership
Evaluation of whether an S Corporation election would benefit your business
Insight into how each structure affects taxation, payroll and owner benefits
Help choosing the most suitable entity structure for your situation
Guidance on building a tax-efficient and compliant foundation for your business
Bookkeeping Compliance and Owner Benefit Optimization Advisory
Running a business effectively requires more than tracking income and expenses. Proper systems for compensation, reimbursements, owner benefits and documentation are essential for accuracy, tax efficiency and long-term compliance.
What this advisory includes:
Guidance on reasonable compensation planning for S Corporations
Correct treatment of owner and officer health insurance
Monitoring of shareholder and business asset basis for accurate tax positioning
IRS-compliant Accountable Plan setup and reimbursement systems
Auto and mileage tracking procedures
Home office procedures and documentation requirements
Solo 401(k) Overview and Planning
The Solo 401(k) is one of the most powerful tools for both retirement planning and annual tax planning for self-employed individuals and small business owners. Understanding eligibility, contribution types and tax rules is essential to using this plan effectively.
What this advisory includes:
Review of eligibility requirements
Guidance on Pre-Tax, Roth and Voluntary After-Tax contribution options
Explanation of Self-Directed Solo 401(k) features
Understanding employee and employer contribution structures
Review of annual contribution limits by business entity
Insight into tax impact and annual tax-planning opportunities
Contact us today to schedule a discovery call to develop a personalized tax plan that aligns with your goals and financial circumstances.
