WHO WE SERVE
Who is tax advisory for
Tax advisory is for business owners who are tired of being surprised at tax time. If you're generating $500K+ in revenue and want a CPA who proactively finds savings — not just files returns — this is for you.
SERVICE OVERVIEW
What's Included in Tax Advisory
Reduce Your Tax Bill
Our tax advisory clients save an average of $67,000 per year in taxes through proactive planning and strategic optimization.
ADVISORY PROCESS
How Your Tax Advisor
Works With You
Our approach is collaborative and proactive. Instead of reactive tax filing, you get ongoing strategy sessions designed to keep your taxes optimized throughout the year.
REAL RESULTS
Tax Advisor Results for
Business Owners
Real Tax Saving for Real Business Owners
$0K+
$0K+
Saved across our advisory clients in the past year
0-5x
0-5x
Average client saves this multiple of their advisory fee in tax reductions
$0K
$0K
In IRS liability eliminated for a single client
Client Spotlight
How One Colorado Business Saved $767K in a Single Year
The Situation
A rapidly growing software company with $2.8M in annual revenue was operating as an S-corp but hadn't optimized their entity structure or tax strategy in three years. They were paying significantly more in self-employment taxes than necessary and had no coordinated plan for managing their growing tax liability.
What We Did
We conducted a comprehensive tax analysis and restructured their entities for optimal tax efficiency. We implemented quarterly tax strategy sessions, optimized their estimated tax payments, and identified $767K in tax savings through entity restructuring, strategic timing decisions, and deduction optimization. We coordinated with their bookkeeper to ensure clean records and worked ahead of filing season to eliminate surprises.
Key Results
$767K
In immediate tax savings through structural optimization
$2M+
Projected cumulative savings through continued advisory relationship
Year-round
Strategic planning and proactive tax management
