Planning & Advisory
Tax Planning & Business Advisory
James helps owners, professionals and investors weigh the tax and cash-flow effects of major decisions before they are final.
Guidance Built Around the Decision
The scope begins with the facts, timing and objective. Work may be a focused paid consultation or part of a broader relationship that includes accounting, payroll, tax compliance and periodic planning.
Tax & Transaction Planning
- Year-end and multi-year tax projections
- Entity choice, elections and owner compensation
- Business purchases, sales and succession considerations
- Real estate acquisitions, dispositions and Section 1031 exchanges
- Capital gains, equity compensation and retirement distributions
Business Advisory
- Cash-flow, budget and financial-performance analysis
- Accounting systems, reporting processes and internal responsibilities
- Payroll, benefits and retirement-plan coordination
- Economic and tax analysis of proposed contracts or investments
- Coordination with attorneys, financial advisors, lenders and other professionals
A Year-Round Advisory Relationship
Planning works best while there is time to act. We use current books, payroll and prior returns to compare the tax, cash-flow and reporting effects of compensation, financing and major transactions.
James provides tax and economic analysis within the CPA engagement. The firm does not provide legal advice, securities recommendations, investment management, insurance placement or lending services; these matters can be coordinated with the appropriate professional.
Advisory Is Useful When
- Profit, compensation or ownership is changing materially
- A new entity, acquisition, sale or major contract is being considered
- A professional has equity compensation, consulting income or a liquidity event
- Real estate will be purchased, refinanced, improved, exchanged or sold
- The client wants recurring planning instead of tax-season-only service
Advisory Process
1. Define the question. Clarify the decision, entities and timing.
2. Gather the records. Review relevant returns, financials and payroll.
3. Compare options. Weigh tax, cash-flow and reporting effects.
4. Coordinate action. Assign next steps and deadlines with other advisors.
Related Services
Tax Preparation & Compliance · Client Accounting Services · Real Estate Investor Tax Services
Get Advice Before the Decision Becomes History
Describe the decision, timing, approximate dollar amount, entities involved and whether you need a focused consultation or ongoing advisory relationship. Do not send sensitive documents through the contact form.