Tax Advisory for High-Income Earners and Owners
Model the decision before it becomes a line on a tax return, then keep the plan, implementation, books, and filing with one accountable CPA team.
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Tax advisory is proactive CPA work: project the year, compare choices, document the recommendation, implement it before the deadline, and monitor the outcome. Taxstra builds that process for clients whose taxes move with business, real estate, compensation, state, and transaction decisions.
Pick a time that works
Book your free 30-minute business owner tax fit call
Tax planning slots are limited before year-end.
A free 30-minute call with our team about your needs, how we can help, and whether we are a good fit.
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What Tax Advisory Covers
Entity and owner compensation
Model how the business structure, payroll, distributions, benefits, and owner return fit together.
Retirement plan design
Coordinate contribution goals, plan options, cash flow, payroll, and implementation deadlines.
Real estate decisions
Model acquisitions, depreciation, activity grouping, disposition timing, and entity consequences.
Equity and concentrated compensation
Project vesting, exercises, sales, withholding, estimated payments, and transaction timing.
Multistate income
Map work locations, residency changes, entity filings, credits, withholding, and estimated payments.
Major transactions
Compare tax outcomes before a practice sale, property sale, liquidity event, or ownership change is signed.
Tax Advisory vs. Tax Preparation
| Dimension | Tax preparation | Tax advisory |
|---|---|---|
| Timing | After the year or transaction | Before and during the decision window |
| Primary output | Filed returns and schedules | Projection, written recommendations, implementation calendar |
| Questions answered | What happened and how is it reported? | What should happen, when, and under what assumptions? |
| Cadence | Annual filing cycle | Planned meetings plus event-driven updates |
| Best result | Accurate compliance | Accurate compliance aligned with deliberate decisions |
The services are complementary. Business tax preparation makes sure the filing is accurate. Advisory makes sure the year was not left to chance.
The Taxstra Advisory Process
Discover
Inventory income, entities, returns, states, assets, compensation, family goals, and the decision calendar.
Model
Build a baseline projection and compare the alternatives that could materially change it.
Recommend
Deliver prioritized actions with assumptions, tradeoffs, owners, evidence, and deadlines.
Implement
Coordinate elections, payroll, plan providers, bookkeeping, legal work, and transactions with the right professionals.
Monitor
Refresh the projection when income, markets, deals, or law change, then reconcile the plan into the returns.
Built Around High-Value Tax Decisions
Taxstra focuses where planning has enough complexity and decision leverage to justify a year-round engagement.
Physicians and practice owners
W-2 plus 1099 income, practice entities, retirement plans, real estate, multistate work, and transaction planning.
Real estate investors
Portfolio acquisitions, cost segregation coordination, participation facts, exchanges, partnerships, and sales.
Profitable business owners
Entity structure, owner pay, retirement plans, family employment, estimated payments, and exit decisions.
Equity-compensation earners
RSUs, ISOs, NSOs, ESPPs, withholding gaps, AMT exposure, concentration, and liquidity events.
Engagement Model and Fee
The scope is set after a fit call and records review. Complexity is driven by entities, states, income sources, upcoming events, implementation work, and meeting cadence, not simply adjusted gross income.
You receive a written fixed-fee scope before work begins. It identifies the planning deliverables, meetings, return preparation or bookkeeping included, implementation responsibilities, and what falls outside the engagement.
For independent education on the role, selection criteria, and market fee models, read the Tax Strategist Guide. For the credential distinction, see Tax Strategist vs. CPA. If you run a smaller company and want this model scoped to it, see the small business tax advisor service.
Credibility matched to the work
CPA + MBA + licensed real estate broker, serving 1,000+ clients nationwide
Bryan Martin founded Taxstra to combine strategy, return preparation, and accounting. Taxstra has also been featured in White Coat Investor (Podcast Episode #459), a trust signal for the physician clients Taxstra serves.
Read Bryan's backgroundTax Advisory FAQs
What are tax advisory services?
Tax advisory is proactive work performed before a return is filed: projecting the year, comparing alternatives, documenting recommendations, coordinating implementation, and monitoring whether the plan still fits as income and facts change.
How is tax advisory different from tax preparation?
Preparation reports transactions and elections for a completed period. Advisory helps you make or time those decisions while options remain open. The strongest engagement connects both, so the strategy modeled during the year is implemented consistently on the return.
Who is a good fit for Taxstra tax advisory?
The best fit is generally a high-income owner, physician, real estate investor, equity-compensation earner, or multistate professional whose taxes change with decisions during the year. Straightforward W-2-only situations may not need a year-round advisory scope.
What does Taxstra tax advisory cost?
Taxstra provides a fixed-fee quote after reviewing complexity, entities, states, income sources, transaction calendar, implementation work, and meeting cadence. The exact deliverables and fee are stated in the engagement letter before work begins.
Does tax advisory guarantee savings?
No. A credible adviser does not guarantee an outcome. Recommendations depend on complete facts, current law, implementation, documentation, and future events. Taxstra models alternatives and explains assumptions, tradeoffs, and compliance requirements.
“I recently had the pleasure of working with Taxstra, and I must say, the experience exceeded my expectations. From start to finish, their professionalism, expertise, and customer care were outstanding.”
Published client feedback. Individual experiences vary.
Plan before the return tells you what already happened
Build the projection, recommendation, implementation calendar, and filing path with one CPA team.
Tax planning slots are limited before year-end.
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