Tax Advisory
Financial planning for taxes — our flagship
Proactive, year-round tax planning instead of rear-view-mirror filing. We meet on a quarterly cadence, build projections, and evaluate which strategies may apply — so you understand your tax position before the year closes, not after.
Service at a glance
- Service type
- Advisory
- Who it's for
- Business owners, investors, and high-income households
- Service area
- Nationwide — office in Westlake Village, CA
- Engagement model
- Fixed-scope, no hourly billing — scoped after document review
What's included
What to expect from Tax Advisory
Tax advisory is year-round work — not a single return. Each quarter we update your projection with actual numbers, review which strategies may apply to your situation, and align the plan with any decisions you're facing. The goal is that you know your tax position before year-end, when you can still change the outcome.
- Quarterly tax projections updated with your current income, payroll, and deductions
- Entity structure review — evaluating whether your current structure is still optimal as your situation changes
- Estimated tax payment calculations and scheduling so you're not surprised at filing
- Retirement account analysis — SEP-IRA, Solo 401(k), defined benefit, and Roth — based on your actual numbers
- Business expense documentation strategy so deductions are defensible, not just claimed
- Year-end planning meeting before December 31st, when strategic moves can still be executed
- Coordination with Total Wealth Services, LLC so investment and tax decisions are aligned, not siloed
- Proactive notice of tax law changes that may affect your specific situation
Our process
We do not guess.
We do not guess. We review the documents, propose, and implement. Every engagement starts with reviewing the actual documents — prior returns, statements, entity agreements — before we propose anything.
Whether a strategy applies depends on your specific facts, timing, and documentation. We will tell you clearly what we find and what we recommend.
Who it's for
Is this service right for you?
We work with a wide range of clients. This service is particularly relevant if any of the following describes your situation — though whether it applies depends on your specific facts.
Business owners who want more than a return
If you're profitable and only hear from your CPA at filing time, the advisory relationship is what's missing. Year-round planning is where the strategy decisions live.
Owners evaluating entity structure
The right structure for year one is often wrong for year five. We model the numbers and evaluate when a restructure may make sense — and when it doesn't.
High earners with mixed income
When W-2, business, and investment income are all in play, coordinated planning across retirement, deferred comp, and timing may change the outcome.
Strategy library
Strategies that may apply
Whether any of these strategies are relevant depends on your facts, timing, and documentation. These are starting points for a review — not a guarantee of outcome.
Questions
Common questions about Tax Advisory
If you have a question that isn't answered here, a short discovery call is the fastest way to get a straight answer.
Tax preparation documents a year that's already over. Tax advisory is proactive — almost like financial planning for taxes. We meet throughout the year, build projections, and evaluate which strategies may apply, so you understand your position before year-end.
Yes. Our office is in Westlake Village, but we work with clients across the country. Document exchange happens through a secure portal, and meetings are by phone or video.
We do not bill hourly — you should call us when decisions come up, not avoid calls because the clock is running. Engagements are scoped after we review your documents.
Typically your last filed federal and state return, current-year tax forms (W-2/1099/K-1), and — if we're going to be holistic — investment statements so we can see cost basis and inefficiencies. We review the documents first, then propose.
No. We can often identify inefficiencies, but whether a strategy helps depends on your specific facts, timing, and documentation. We use can/may/depends language deliberately, and we'll tell you if there isn't enough value.
Not at all. We respect existing relationships and never try to infringe on them. To be holistic we like to see the full picture — and sometimes we can offer tidbits you can take back to your current advisor.
Related services
Services clients often combine
Many clients use these services together — preparation and advisory, or bookkeeping and payroll — because the results of one depend on the quality of the other.
CFO Services
Financial leadership for growing companies
Fractional CFO support — projections, cash-flow visibility, KPI reporting, and the financial decision support a growing business needs — integrated with the tax plan rather than bolted on.
Learn moreTax Preparation
Accurate, defensible federal & state returns
Preparation and e-file of federal and state returns — individual and entity — with correct treatment of complex forms like brokerage statements, K-1s, and real estate. Often coordinated with advisory so the return reflects the plan.
Learn moreBookkeeping & Accounting
Clean books that make planning possible
Year-round bookkeeping, entity compliance, and accounting support. Clean, current financials are the foundation of accurate projections and defensible business-owner strategies.
Learn moreGet started
Request a Tax Advisory consultation
Tell us about your situation. We'll follow up within one business day to discuss what we'd review, what we'd propose, and whether it makes sense to work together.
- Free initial discovery conversation
- Document-first — we review before we recommend
- No obligation — we only engage when there's clear value on both sides
Ready to move forward on Tax Advisory?
Book a discovery call. We'll review your documents, tell you what we'd evaluate, and be straightforward about whether there's enough value to work together.