TAX ADVISORY SERVICES
How the Advisory Process Works
1. Review and Context
We start by understanding your current situation, including income sources, prior filings, business structure, and any major changes you’re facing.
2. Strategy and Planning
I look at options, tradeoffs, and opportunities and help you understand what changes may make sense now and over time.
3. Implementation Guidance
Good strategy only works if it’s implemented correctly. I help you understand what to do, when to do it, and why it matters.
4. Ongoing Advisory
As income, laws, and life change, planning evolves. Advisory is not a one-time event.
Areas Commonly Addressed
Advisory work often includes:
Strategic tax planning
Small business tax strategy
Entity selection and restructuring
High-income planning considerations
Coordinating business and personal taxes
Reviewing major decisions before they’re made
Not every client needs every item. The focus is on what’s relevant to your situation.
What This Requires From You
Advisory works best when clients want to understand their options and are willing to plan ahead.
This is a good fit if you:
Want fewer surprises
Value clarity over shortcuts
Prefer thoughtful planning to last-minute fixes
Are comfortable having real conversations about trade-offs
If you’re looking for quick answers or guaranteed outcomes, advisory may not be the right approach.
About Tax Preparation
Tax preparation services are offered selectively and primarily for advisory clients. This allows planning and execution to stay aligned and keeps the focus on proactive work.
If you’re only looking for basic tax preparation, this may not be the right fit.
Next Step
If this sounds like what you’re looking for, the first step is a short intake form.
I review each request personally and follow up if advisory looks like a good fit.