Standing Advisory
Counsel between the deadlines.
The consequential tax decisions rarely arrive in April. They arrive midyear, as a question: should the business buy the vehicle, why does an S corporation need payroll, what did the last preparer do. Standing Advisory puts your tax team on the other end of that question all year.
Direct access to your tax team throughout the year
Answers measured against your projection, not a rule of thumb
Quarterly estimates set deliberately, never guessed
One secure portal for documents, messages, and signatures
Overview
Access to judgment
Most owners carry a running list of tax questions and no one to ask until the return is due. By then the decision has already been made. Standing Advisory is the standing line: a question asked in June is answered in June, against your own numbers.
What it includes
- Owner questions. Purchases, hires, distributions, vehicles, and elections, weighed before the decision rather than after it.
- Estimated payments. Quarterly estimates set from the projection and adjusted as income changes.
- Notices. IRS and state letters reviewed by an Enrolled Agent, with the response planned well before the deadline.
- Prior work. When something in an earlier return looks wrong, we find out why and what can still be corrected.
- Books and payroll, when engaged. Kept in step with the plan and scoped separately.
Built on technology
Documents, organizers, messages, and signatures move through one secure client portal, so sensitive files are not left sitting in an inbox and nothing waits on a meeting to be scheduled.
One line, all year
Ask before you decide. The answer comes back measured against your numbers.
Begin
Start with a conversation.
Thirty minutes on your income, your entities, and whether planning will pay for itself. There is no charge and no obligation.