Service · Tax advisory
Tax advisory: plan the year, not just the return
Tax preparation reports what already happened. Advisory is where you change the outcome. We work with you through the year so major decisions are made with the tax consequences in view.
Who we help
- Real estate investors buying, selling or restructuring property
- Employees with significant equity compensation
- Families moving between states or countries
- Business owners choosing or changing an entity
- Anyone facing a large, one-time income event
What an engagement includes
- A discovery meeting to understand your goals, income, assets and upcoming decisions.
- Multi-year tax projections so you can see the effect of choices before you make them.
- A written tax plan with prioritized recommendations and the reasoning behind them.
- Check-ins during the year and a year-end review before the window to act closes.
- Estimated payment guidance that keeps you inside the safe harbors.
Common planning topics
Real estate
Timing acquisitions and sales, 1031 exchanges, cost segregation, real estate professional and short-term rental strategy.
Equity compensation
ISO exercise and AMT modeling, RSU sale strategy, and concentrated-position tax planning.
Retirement and Roth conversions
Filling low brackets with conversions, coordinating withdrawals, and managing future required distributions.
Moves and residency
Changing state or country residency cleanly, and planning the year of the move.
Business and entity choice
Sole proprietorship, partnership or S corporation — and when a change makes sense.
Common questions
What’s the difference between tax preparation and tax advisory?
Preparation reports last year accurately. Advisory looks forward — modeling decisions before they happen and building a plan to reduce taxes legally over several years.
Who benefits most from advisory?
People facing meaningful decisions: property purchases or sales, equity vesting or option exercises, a move, a business change, or a large income event. If your situation is steady and simple, preparation alone may be all you need — and we’ll tell you so.
Let’s make this year’s taxes the calm part.
Book a short introductory call. We’ll learn about your situation, tell you plainly how we can help, and give you a clear fee before any work begins.