Tax preparation
Year round tax advisory
Tax planning is not a once-a-year event. Decisions about retirement contributions, estimated payments, S corporation elections, and life event timing happen across the calendar year. Year round advisory is the umbrella for the three engagement formats that keep us connected.
What does year round advisory actually look like?
Three formats fit different needs. Memberships are tiered monthly support for individuals and households who want a steady place to ask questions. Advisory Services are billed hourly for project-based engagements like S corporation elections. Financial Partnerships are monthly retainers for business owners who need ongoing oversight, not just an annual return.
The right format depends on volume of questions, complexity, and whether the work is mostly individual or business-side.
For ongoing access on a monthly schedule
Three tiers across Foundation, Planning, and Full Picture. Pricing starts at forty-nine dollars per month for Foundation and scales to two hundred twenty-five dollars per month for Full Picture.
Each tier includes the prior year tax return preparation as part of the membership, plus quarterly check ins, year-end tax review, and email access for routine questions throughout the year. Planning and Full Picture add Handled Protection (IRS account monitoring) and proactive planning sessions.
For project-based questions and one-off planning
Hourly engagement for situations that do not need ongoing monthly support. Two hundred dollars per hour or one hundred dollars per half hour. Common projects: S corporation election analysis, reasonable compensation review, entity structure planning, retirement contribution timing, and stock option exercise planning.
The custom Profit and Loss Tracker is also available as an advisory project for sole proprietors and small businesses who want a clean monthly tracking tool tailored to their situation.
For business owners who need monthly oversight
Monthly retainer engagement for business owners with growing complexity. One thousand to three thousand dollars per month depending on scope. Includes monthly bookkeeping review, financial scorecards, advisory oversight, tax preparation, and Handled Protection.
This format works well for service-based businesses, professional practices, and S corporations doing one to five million in annual revenue who want proactive financial guidance rather than year-end reactive work.
What changes when tax planning is year round?
The biggest shift is timing. Most tax decisions cannot be reversed after December 31. Choosing to fund a Solo 401(k) versus a SEP, electing S corporation status for the current year, paying state estimates strategically across the calendar year, harvesting capital gains or losses, timing equipment purchases for Section 179, and Roth conversions all have to happen during the year, not after.
Year round engagement also catches things earlier. A 1099-NEC arriving in January is easier to handle when bookkeeping has been current all year. An IRS notice in October is easier to resolve when there is an active relationship in place rather than a cold outreach.
Most clients who switch from filing-only to year round support describe the same shift: tax becomes manageable instead of stressful, and the cost is offset by the tax savings, fewer mistakes, and lower year-end scramble.
Year Round Tax Advisory FAQs
Which year round format is right for me?
Most individuals and households fit best in Memberships. Most service-business owners with employees or partners fit best in Financial Partnerships. Most clients with a specific question (like an S corp election or a stock option exercise) fit best in Advisory Services. The intro call confirms which format makes sense before any commitment.
Can I move between formats?
Yes. Many clients start with Memberships and graduate to Financial Partnerships when their business grows. Others use Advisory Services for a specific project and then switch to Memberships afterward for ongoing support. The structures are designed to flex.
Do I need year round support if my taxes are simple?
Probably not. A simple W-2 with itemized deductions and one state filing usually does not need ongoing access. Year round support starts to pay back when there is self-employment income, multi-state activity, real estate, equity compensation, K-1 income, or a business with employees.
What is included in routine email access?
Routine questions about a current-year tax topic, the impact of a planned transaction, an IRS notice that arrived, or how to record a particular expense for tax purposes. Things that are quick to answer in email. Anything that would take more than 30 minutes to research or respond to gets quoted as advisory work first.
Is there a contract length?
Memberships are month-to-month with no minimum. Advisory Services are billed per project, no recurring obligation. Financial Partnerships are typically annual engagements with monthly billing, since the value compounds over a full tax year of consistency.
Ready when you are
Start with a fifteen minute conversation. We will figure out the right fit together.
When does year round advisory make sense?
Year round advisory makes sense when your situation has more than one moving piece during the year. New business income, a move between states, equity compensation, rental property, or a major life event are common triggers. The goal is to make decisions before the tax consequence hits, not after.
How is year round advisory different from a regular tax review?
A regular tax review looks at what already happened. Year round advisory looks at what is about to happen and shapes the decision before it becomes a number on a return. The conversations are shorter, more frequent, and tied to actual decisions you are making in real time.