Strategic Tax Advisory for Business Owners and High Earners

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I help individuals and small business owners make thoughtful tax decisions, reduce unnecessary tax burden, and plan ahead with confidence. This is proactive tax advisory, not just filing returns.

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I review every request personally

A Different Way to Think About Taxes

“Most people don’t have a tax filing problem.
They have a planning problem”

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If you only talk to a tax professional once a year, decisions get made first and tax consequences are discovered later. That often leads to frustration, missed opportunities, and surprises that could have been avoided.

Tax advisory focuses on planning ahead, understanding trade offs, and making decisions intentionally instead of re-actively.

How I Help

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My work focuses on helping clients understand how their income, business structure, and financial decisions interact from a tax perspective.

That often includes:

  • Strategic tax planning

  • Reviewing and improving entity structure

  • Evaluating decisions before they’re made

  • Coordinating business and personal tax strategy

  • Thinking beyond the current year

Every situation is different. The goal is clarity, not complexity.

This Is a Good Fit If You:

  • Own a business or have complex income

  • Regularly owe significant taxes

  • Want to plan ahead instead of reacting

  • Value understanding your options

  • Prefer straightforward conversations

If you’re only looking for basic tax preparation, this may not be the right fit.

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About Wilcox Tax Advisors

Two colleagues, a man and a woman, are smiling and high-fiving each other in a bright office space with a brick wall and open windows. The table has papers, pens, a laptop, and coffee cups.

Wilcox Tax Advisors was built for clients who want clear, thoughtful guidance around tax decisions that actually affect their lives and businesses.

I bring decades of experience across accounting, finance, and advisory roles, but more importantly, I focus on explaining things in a way that makes sense. No jargon. No pressure. No mystery.

The goal is simple: help you make better decisions with fewer surprises.

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Ready to Start a Conversation?

Let's Talk
A smiling man in a dark suit with a white shirt and a blue tie, standing behind a smiling woman in a burgundy dress, against a plain white background.

If you’re paying more tax than you think you should, unsure about your structure, or just want a clearer picture of your options, the first step is a short intake form.

I’ll review it personally and follow up if advisory looks like a good fit.