Frequently Asked Questions

Our advisory services may include: ✔ tax projections ✔ strategic planning meetings ✔ ongoing support for business owners ✔ review of major financial decisions ✔ coordination between business and personal returns ✔ timely answers to important tax questions Our goal is to help you plan ahead rather than react after-the-fact.

Absolutely! However, be aware that pricing for compliance services may need to be adjusted if the advisory component is discontinued, as our services are structured together. We also need to prorate your fees and/or apply them to any remaining service items.

If you are enrolled in one of our notice protection or advisory plans, it may be covered under that agreement. If not, we are happy to assist under a separate engagement. Please upload the notice through your portal promptly so we can review it. We will advise you as to whether or not we can handle it and, if applicable, send you a service and fee proposal.

We’re glad to hear that! Our advisory relationships are designed for clients who want proactive planning, structured communication, and year-round partnership — not just once-a-year tax filing. To get started: Schedule an Advisory Consultation Our administrative team will connect you to one of our Client Advisory Specialists. who will ask you some screening questions, send you a new client application, and, if applicable, schedule an initial advisory consultation to learn your goals, business structure, and planning needs. Receive a Customized Service Proposal Based on that initial meeting, we will prepare a tailored proposal outlining the scope of services, meeting schedule, and monthly investment. Review, Sign, and Submit Payment Once the agreement is signed and payment is submitted, we will onboard you into our advisory workflow and begin scheduling planning sessions. Advisory clients receive structured access to strategic guidance, tax projections, coordinated business and personal planning, and support for major financial decisions throughout the year. If you’re ready to move forward, please contact our office and we’ll be happy to begin the process. NOTE: Because we intentionally limit the number of advisory clients we serve, availability may be limited during peak tax season.