12-Month Tax Advisory Engagement
Proactive strategy. Continuous planning. Measurable outcomes.
What's Included in Your Engagement
Month 1–2: Strategy Assessment
- ▸ Deep diagnostic of your current tax structure and business model
- ▸ Analysis of optimization opportunities and tax position gaps
- ▸ Entity architecture review and restructuring recommendations
- ▸ Strategic roadmap and implementation timeline
Month 3–11: Quarterly Planning
- ▸ Quarterly tax strategy review meetings
- ▸ Estimated-tax optimization for the upcoming quarter
- ▸ Scenario modeling for business changes or new opportunities
- ▸ Implementation of strategic recommendations
Structural Changes (As Recommended)
- ▸ Entity formation or restructuring documentation
- ▸ Intercompany agreements and tax position documentation
- ▸ Cost segregation analysis (for real estate)
- ▸ Buy-sell agreement tax optimization
Year-End (Month 12)
- ▸ Tax return preparation and filing (downstream of strategy)
- ▸ Final year-end tax position optimization
- ▸ Year-end review and next-year planning
- ▸ Planning roadmap for the following year
Key Deliverables & Support
Quarterly Meetings
Dedicated strategy meetings to review progress, adjust tactics, and plan ahead.
Scenario Modeling
What-if analysis for business decisions: acquisitions, entity changes, or income shifts.
Strategic Documentation
Entity agreements, tax position memos, and compliance documentation.
Estimated-Tax Planning
Quarterly estimated-tax optimization and payment strategy.
Tax Return Preparation
Full tax return preparation (included, derived from strategic planning).
Ongoing Advisory
Email and phone access for tax questions and opportunistic planning.
Pricing Philosophy
Pricing is based on engagement scope: business complexity, number of entities, planning depth, and expected time commitment.
Examples of scope factors:
- • Single vs. multiple business entities
- • Complexity of current tax structure
- • Real estate vs. operating business vs. both
- • Acquisition or growth planning required
- • Multi-state or international considerations
Engagements are priced as a project fee for 12 months of service, not as hourly billing.
You'll receive a clear, transparent engagement letter with defined scope and fixed fees before we begin work.
Where Our Services Start
Tax Advisory
Starting at $2,500 / quarter
Proactive quarterly tax strategy and planning.
Accounting
Starting at $750 / month
Financial oversight that supports strategic decisions.
Entity Filings
Starting at $1,800
Annual entity return preparation. Partnerships, C-Corps, S-Corps.
Individual Filings
Starting at $1,100
Personal return preparation for advisory clients.
Final pricing is tailored to the complexity of each engagement.
Who This Advisory Is For
Business owners earning $300K+
You have the financial scale to benefit from strategic tax planning and ongoing advisory relationships.
Entrepreneurs with multi-entity structures
You need coordinated tax strategy across multiple businesses, rental properties, or acquisition goals.
Business owners ready to invest in strategy
You view tax strategy as a profit center, not a cost center. You understand that good planning compounds over time.
Owners seeking year-round advisory
You want ongoing partnership, not a once-a-year service. You value proactive planning over reactive compliance.
Advisory vs. Tax Preparation
Tax Preparation
- × Annual service (once per year)
- × Compliance-focused
- × Reactive (year has already passed)
- × No strategic planning
- × No opportunity identification
Our Advisory
- ✓ 12-month engagement
- ✓ Strategy-focused
- ✓ Proactive (planning ahead)
- ✓ Continuous strategic planning
- ✓ Measuarble outcomes
Let's Explore Your Strategy
Schedule a diagnostic conversation. We'll assess your situation and discuss how advisory engagement can optimize your tax position.
Book a Strategy Assessment