Tax Advisory: Year-Round Strategic Tax Planning
Proactive tax planning that reduces your burden before year-end. Unlike annual compliance filing, advisory provides ongoing partnership with your CPA to identify opportunities and implement strategies throughout the year.
Looking for Tax Advisory Services?
We provide year-round tax advisory for S-corporations and partnerships. Quarterly projections, proactive strategy recommendations, and implementation support. Starting at $3,000 annually.
View Our Tax Advisory ServicesUnderstanding Tax Advisory
Learn what tax advisory is, how it differs from tax preparation, and whether you need ongoing strategic planning for your business.
Tax Advisory vs. Tax Preparation vs. Tax Planning
Understand the three levels of tax services. Tax preparation is annual compliance filing. Tax planning is forward-looking optimization. Tax advisory is strategic partnership. Learn which one you need.
Read the guideHow to Choose a Tax Advisor for Your Business
What to look for when hiring a tax advisor. Questions to ask before signing up. Red flags to avoid. How to evaluate specialization, communication style, pricing, and year-round availability.
Read the guideIs Tax Advisory Worth the Cost? ROI Analysis
Tax advisory typically costs $3,000-$12,000 annually. But what do you get for that investment? Real examples of tax savings from strategies like reasonable comp optimization, QBI maximization, and retirement planning coordination.
Read the analysisHow Tax Advisory Works
What happens during a year-round advisory engagement. Quarterly touchpoints, mid-year projections, year-end planning, and implementation timelines.
Year-Round Tax Advisory: What Happens Each Quarter
Q1: Prior year wrap-up and estimated payments. Q2: Mid-year projections and adjustments. Q3: Year-end planning deep dive. Q4: Strategy implementation before December 31. See exactly what to expect from quarterly advisory.
Read the guideTax Advisory by Entity Type
Specific strategies and benefits for S-corporation and partnership owners (we also serve C-corps and Schedule C businesses). Entity-specific optimization opportunities you can implement with year-round advisory.
Tax Advisory for S-Corporation Owners
S-corp advisory includes reasonable compensation analysis, QBI optimization, Augusta Rule implementation, payroll timing, retirement contribution planning, and health insurance deduction structuring. See strategies that work for S-corp owners.
Read the guideTax Advisory for Partnership Owners
Partnership advisory includes basis tracking, K-1 allocation reviews, Section 754 election analysis, guaranteed payment optimization, self-employment tax planning, and cost segregation coordination. Complexity that benefits from year-round CPA oversight.
Read the guideRelated Resources
Additional guides to help you understand strategic tax planning for your business.
S-Corp Tax Planning Strategies
Complete guide to S-corp optimization strategies including reasonable compensation, QBI deduction, retirement contributions, and entity structure planning.
Read the guidePartnership Tax Planning Strategies
Strategic planning opportunities for partnerships including basis management, Section 754 elections, guaranteed payments, and allocation optimization.
Read the guideTax Planning Guide
Comprehensive overview of tax planning strategies for business owners. Year-end moves, estimated payments, deduction timing, and quarterly planning checklists.
Read the guideCommon Questions About Tax Advisory
What is tax advisory?
Tax advisory is year-round strategic tax planning focused on proactively minimizing your tax burden before it happens. Unlike tax preparation (annual compliance filing), advisory is an ongoing partnership that includes quarterly projections, strategy recommendations, and implementation support throughout the year.
How is tax advisory different from tax preparation?
Tax preparation is the annual compliance activity of filing returns based on what already occurred. Tax advisory is proactive year-round planning that happens before year-end, allowing you to implement strategies that reduce your tax burden. Most business owners need both services.
Who needs tax advisory services?
Tax advisory works best for S-corp or partnership owners with $200K+ revenue who want proactive planning rather than reactive compliance. You’re a good fit if you have multiple income streams, complex entity structures, or want quarterly touchpoints with your CPA for strategic planning.
How much does tax advisory cost?
Tax advisory services typically start at $3,000 annually for straightforward situations. Pricing varies based on business complexity, service frequency (annual, quarterly, or monthly touchpoints), and strategies implemented. Most CPAs provide upfront estimates after understanding your specific situation.
Ready to Explore Tax Advisory?
Schedule a free 30-minute consultation to discuss your tax situation. We’ll analyze your entity structure, identify optimization opportunities, and provide a written assessment with estimated potential strategies.
Schedule Consultation View Advisory Services