Engagements

Three tiers. One framework. Calibrated to your scale.

Every engagement integrates strategic tax mitigation, financial visibility, and long-term wealth optimization. The depth of each pillar scales with your tier.

Advisory I

Structured Tax Management

$1,950  starting /mo

Disciplined professionals & emerging business owners.

  • Tax preparation & filing
  • Annual strategic tax review
  • Year-end tax projection
  • Quarterly estimated tax planning
  • IRS notice review & guidance
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Advisory II

Integrated Tax & Financial Oversight

$3,950  starting /mo

Established operators seeking control & optimization.

  • Everything in Advisory I
  • Monthly bookkeeping oversight
  • Monthly financial statement review
  • Quarterly strategic advisory sessions
  • Ongoing tax modeling
  • Owner compensation optimization
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Private Advisory

Family Office & CFO Partnership

$5,950  starting /mo

Multi-entity operators & high-net-worth families.

  • Everything in Advisory II
  • CFO-level advisory
  • Multi-entity structuring
  • Advanced cash flow forecasting
  • Acquisition & exit modeling
  • Advisor team coordination
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Advisory I

Structured Tax Management

For the disciplined professional or emerging business owner who has outgrown DIY filing and reactive tax preparation. Advisory I transitions you from once-a-year compliance into structured, proactive tax management with year-round oversight.

This tier provides the structure, clarity, and confidence to make informed decisions before December 31 — not after.

$1,950  starting per month
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What This Engagement Delivers

  • Comprehensive Tax PreparationPreparation and filing of individual and business returns with full compliance and optimized reporting.
  • Annual Strategic Tax ReviewForward-looking planning session before year-end covering income positioning, deductions, retirement, and timing.
  • Year-End Tax ProjectionDetailed projection eliminating surprises and supporting informed decision-making.
  • Quarterly Estimated Tax PlanningStructured review and calculation of required payments to prevent penalties and misalignment.
  • IRS Notice Review & GuidanceProfessional interpretation and response guidance for IRS correspondence.
Advisory II

Integrated Tax & Financial Oversight

For the established operator who needs more than clean returns — who wants visibility into the business, proactive tax positioning, and structured decision support on a monthly cadence.

Advisory II delivers financial command — the visibility, structure, and strategic input that directly impact profitability and long-term value.

$3,950  starting per month
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Includes Everything in Advisory I, Plus

  • Monthly Bookkeeping OversightSupervision and review for accurate reporting, clean chart of accounts, audit-ready documentation.
  • Monthly Financial Statement ReviewInterpretation of P&L, Balance Sheet, and Cash Position to identify margin shifts and trends.
  • Quarterly Strategic Advisory SessionsTactical meetings on compensation, distributions, entity efficiency, capital allocation, and tax positioning.
  • Ongoing Tax ModelingContinuous updates to projections as revenue shifts to avoid over- or underpayment.
  • Owner Compensation OptimizationSalary vs. distribution structuring to minimize payroll tax exposure while maintaining compliance.
  • Compliance OversightSales tax, 1099 reporting, and compliance obligations to reduce administrative risk.
Private Advisory / Family Office

Executive-Level Strategic Partnership

For multi-entity operators, growth-driven entrepreneurs, and high-net-worth families who require coordinated financial leadership across operating businesses, real estate holdings, and personal wealth.

Private Advisory elevates the CPA relationship into a true executive partnership — increasing enterprise valuation, reducing long-term tax exposure, and protecting wealth across entities and generations.

$5,950  starting per month
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Includes Everything in Advisory II, Plus

  • CFO-Level AdvisoryStrategic guidance on margin expansion, cost containment, capital deployment, debt strategy, and enterprise value.
  • Monthly Executive Strategy SessionsForward-looking discussions on revenue scaling, risk mitigation, tax structuring, investment positioning.
  • Advanced Cash Flow ForecastingModeling of projected revenue, expenses, capital requirements, and distribution planning.
  • Multi-Entity Structuring & CoordinationHolding companies, operating entities, and real estate structures evaluated for tax efficiency.
  • Acquisition & Expansion ModelingFinancial modeling for acquisitions, new ventures, and real estate investments.
  • Exit & Valuation PlanningPreparation for long-term valuation growth, succession readiness, and clean financial presentation.
  • Advisor CoordinationCollaboration with attorneys, financial advisors, and insurance professionals for strategic alignment.
Client Perspective

From those we serve.

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★★★★★5.0 186 verified reviews · 4.9/5
Selective Engagement Process

How a relationship begins.

Every relationship begins with a private consultation. We accept a controlled number of new engagements each quarter.

01

Private Consultation

An initial, confidential conversation to understand your business, your current structure, and what brought you to us.

02

Structural Evaluation

We review your current entity structure, tax history, and reporting to identify inefficiencies and opportunities.

03

Alignment Assessment

We determine whether our engagement model is the right fit for your goals, timeline, and capacity for proactive advisory.

04

Engagement Scope & Investment

Final tier, scope, and investment are confirmed in writing following the evaluation phase. No surprises, no hidden fees.

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Ready to evaluate the right tier for your business?

A private consultation is the first step in determining engagement depth and strategic fit.

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