Five disciplines.
One cadence.
Every module plugs into the same four-stage stack. Engage one, engage them all — the framework doesn't change.
Tax planning.
Built around your cap stack, comp mix, and entity — and refreshed every quarter so December doesn't decide the year for you. The plan is the deliverable. The return is just the receipt.
- Quarterly estimated-tax review & safe-harbor modeling
- Owner salary vs. distribution scenario analysis
- Federal, state, and multi-state exposure mapping
- Year-end scenario planning, ahead of December
- Coordination with your investment advisor or attorney
- Surprise tax bills the prior April
- An entity choice made too quickly
- New state, new revenue line, new partner
- A planned distribution, sale, or hire
“Tax planning happens in October — not the morning of the deadline.”
Preparation & filing.
Federal, state, multi-state. Clean handoff or full prep — including K-1s for the owners, in lockstep with the entity return. April is when the work pays off, not when it begins.
- Form 1120-S (S-corp)
- Form 1065 (partnership)
- Form 1040 with Schedule C / E / K-1s
- State + local registrations & returns
- Extensions, amendments, notice responses
- Document request list delivered in January
- Books closed & reconciled before any return is drafted
- Owner returns prepared with the entity return
- E-file, e-sign, and receipts — all through the portal
Business advisory.
A monthly seat at your numbers. KPIs, runway, hiring, pricing, debt — the questions your CPA was never on the line for. Eight years of operator chairs translates directly here.
- Monthly close review (1 hr)
- Quarterly strategy + tax (90 min)
- On-call for transactions, hires, decisions
- Hire / fire / promote scenarios
- Pricing & margin changes
- Debt vs. line vs. owner capital
- Acquisition / divestiture due diligence
- Board, lender, & investor packages
Bookkeeping.
Books that close on the tenth. Not the thirtieth of next month. Owner-readable statements every month, not just a tax-time scramble.
- Daily transaction categorization
- Monthly bank & credit reconciliation
- Owner P&L + balance sheet by the 10th
- AP / AR workflow setup & oversight
- 1099 prep & filing
- Catch-up & cleanup engagements
- QBO / Xero migration
- Chart-of-accounts redesign for reporting clarity
Entity structuring & formation.
S-corp, LLC, holdco, multi-entity stack. Formed once, with the next five years in mind — not the next return.
- LLC vs. S-corp vs. C-corp vs. partnership
- Single entity vs. holdco + opcos
- State of formation (NC, DE, WY)
- Owner agreements & vesting
- EIN, BOI, state & local registrations
- S-election, late-election relief if needed
- Operating-agreement coordination with counsel
- Annual structural review built into the stack
That's what intake is for.
A thirty-minute call. No deck. I'll tell you what you actually need — even if the honest answer is to stay with your current CPA.