Tax Advisory
Proactive tax planning and preparation support that helps individuals and small businesses keep more of what they earn.
How our tax advisory service works
Most people only think about tax once a year, when the deadline is looming. By then, many of the best opportunities to reduce what you owe have already passed. Our tax advisory service takes a year-round view.
We review your income, deductions, credits and retirement contributions to identify legitimate ways to reduce your tax bill. For self-employed clients and small businesses, we also help with entity structure, quarterly estimated payments and record-keeping that makes filing season far less stressful.
Tax planning works best when it is connected to the rest of your finances. Because we also advise on investments, mortgages and insurance, we can spot opportunities such as tax-efficient retirement contributions or mortgage interest deductions that a standalone preparer might miss.
Everything you can expect
Return preparation
Accurate individual and small-business returns prepared and reviewed with care.
Year-round planning
Mid-year reviews identify savings opportunities while there is still time to act.
Deductions and credits
We make sure you claim every deduction and credit you are entitled to.
Estimated payments
Self-employed clients get a clear quarterly payment schedule to avoid penalties.
Business structure
Guidance on choosing the right entity type for your business and tax situation.
Notice support
If you receive a letter from a tax authority, we help you understand and respond to it.
Four simple steps
Initial review
We look at your previous returns and current situation to spot immediate opportunities.
Plan ahead
We create a tax strategy covering contributions, timing and deductions for the year.
Prepare and file
Your return is prepared accurately, reviewed with you and filed on time.
Stay on track
Periodic check-ins keep your plan current as your income or circumstances change.
Tax Advisory questions
Still have questions? Our advisors are happy to talk it through.
Contact an AdvisorReady to get started?
Speak with an advisor about tax advisory today. Your first consultation is free and there's no obligation.