Business Tax Advisory
Review business income, owner pay, and estimated taxes throughout the year.
Online service across all 50 states
What this service is
Business tax advisory is an ongoing relationship with a CPA who meets with you every quarter to manage your company's tax position as the year unfolds. We review year-to-date results, update the tax projection, set estimated payments, coordinate owner pay with payroll, and flag issues, a new state, a large purchase, a hiring push, while there is still time to act. It is the recurring version of tax planning for owner-led businesses.
Forms & documents involved
What we actually do
Hold quarterly tax meetings
Review results to date and agree on prioritized action items.
Update the tax projection
Refresh projected business and owner tax from current books.
Set estimated payments
Calculate federal and state estimates and confirm safe-harbor coverage.
Coordinate owner pay
Align owner salary, distributions, and retirement contributions with payroll and cash.
Spot issues early
Flag new-state exposure, credit opportunities, and decisions with large tax effects.
Hand off to filing
Pass the year's decisions and documentation to the return preparation team.
Prices by scope
Compare the work included at each price. Your final scope and fee are confirmed in writing before work begins.
Billed monthly, delivered quarterly with a mid-quarter check-in.
- OwnerOne business, one owner$360/month
- Partners2–4 owners or 2 entities$620/month
- GroupSeveral entities or multi-state operations$980/month
One-time analysis; revisited if income changes materially.
- One ownerSalary and distribution mix$620
- Several owners2–4 owners or a planned entity change$980
Included in the quarterly retainer; available standalone.
- Federal + 1 stateOne owner$220 per quarter
- Multi-stateSeveral states or PTET estimates$420 per quarter
One-time documentation and tracking setup.
- Owner onlyAccountable plan and mileage log$320
- With staffReimbursement policy for employees$580
What You Get
Quarterly advisory schedule with prioritized action items
A recurring review uses current results and upcoming decisions to keep the tax plan responsive through the year.
Entity and owner compensation strategy aligned to cash realities
Evaluate officer pay, distributions, and reinvestment together, with attention to the records supporting the chosen approach.
Estimated tax planning and safe-harbor management
Refresh the forecast when profit changes and explain the payment options, assumptions, and timing to management.
Coordination across bookkeeping, payroll, and compliance workstreams
Assign the accounting entries, payroll changes, document requests, and filing handoffs needed to carry out the recommendations.
Issue spotting before year-end locks in unfavorable outcomes
Identify transactions or unresolved positions that need attention while there is still time to obtain records and evaluate alternatives.
- Quarterly tax strategy memo with priority actions
- Estimate calendar and payment recommendations
- Issue log with implementation owners and deadlines
When this service may fit
- Owner compensation or distribution questions keep recurring mid-year
- Estimated-tax decisions no longer feel grounded in current performance
- Tax consequences are surfacing after business decisions are already locked in
- The business needs recurring tax schedule rather than annual tax reaction
Better tax planning starts with better financial records.
Planning moves like owner pay, estimated taxes and equipment timing depend on knowing your profit during the year.
How It Works
Discovery and prior-year diagnostics
Review current results, owner compensation, distributions, and the decisions expected before the next tax checkpoint.
Quarterly planning sessions
Update the entity and owner forecast together, testing estimated payments against cash needs and changing income.
Execution checkpoints with accounting
Agree on specific actions for payroll, accounting, documentation, and payment timing with assigned responsibility.
Year-end wrap and filing handoff
Revisit the plan at the next checkpoint and hand a documented year-end position to the return preparation team.
Your Role
Keep current books available, share planned investments and ownership changes early, and implement approved payroll or payment actions on time.
Service Scope
Recurring advice and annual return preparation are separate unless bundled. The schedule and access arrangements are defined in the engagement.
Start Business Tax Advisory online
Choose the closest scope and send your request online. We’ll confirm the final work and fee in writing before anything begins.
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