Advisory
Planning that happens before the deadline — not after.
For the clients we work with year-round, advisory isn’t a separate product. It’s the planning that shapes the return: entity structure, owner compensation, income timing and real-estate strategy, looked at while they’re still changeable.
What planning covers
What year-round planning actually looks like.
Entity structure
Whether today’s structure still fits — and what changing it would (and wouldn’t) do.
Owner compensation
Reasonable-compensation and distribution questions for S-corp owners, considered deliberately.
Income & timing
When income and deductions land, and the moves that are still on the table before year-end.
Real-estate strategy
Depreciation, cost segregation, exchanges and material participation, coordinated with the return.
Projections & estimates
Knowing roughly where the number is headed, so estimated payments and decisions aren’t a surprise.
Multi-entity coordination
Keeping several entities — and the owner’s personal picture — pointed in the same direction.
How it works
Advisory that comes with the relationship — not a standalone hour.
How often we talk depends on the engagement and what’s happening in your business. Some clients check in once or twice a year; multi-entity owners talk with us more often. What’s constant is this: when a decision can’t wait until April, you can reach us — and you’re talking to Neil, not a call center.
General educational information only; tax results depend on your facts.
Who it’s for
Where year-round planning earns its keep.
- Owner-led businesses (roughly $1M+ in revenue) that have outgrown once-a-year filing
- Real-estate investors with real depreciation, entity and exchange questions
- Multi-entity families where the pieces have to agree
- Owners in a CPA transition who want planning, not just prep
Curious what planning would change for you?
30 minutes · no pressure · no obligation.