Your Tax Strategy,As Unique As You

Tax preparation is backward-looking: filing returns for what already happened. Tax strategy is forward-looking: making proactive decisions throughout the year to minimize your tax burden before year-end. We do both—your tax preparation is included in every engagement—but strategy is where the real savings happen.

The investment varies based on the complexity of your situation. Our tax strategy engagements start at $10,000, with monthly advisory fees starting at $250. Every situation is different—a business with multiple entities, real estate holdings, and multi-state operations requires more planning than a single-entity business. We'll provide a clear proposal after understanding your specific needs.

We stand behind our work. If we can't identify tax savings that exceed your investment in our services, we'll make it right. We've never had to invoke this guarantee—our average client sees returns of 3x or more on their tax planning investment.

The best time is January 1st. The second best time is now. We work with clients year-round, but the earlier we engage, the more opportunities we have to optimize your tax position. Many tax-saving strategies must be implemented before year-end.

We specialize in small to lower middle market companies with revenues between $1M and $50M. This is the sweet spot where sophisticated tax strategy makes a significant impact, but where many firms don't provide this level of service.

Yes. While our headquarters is in Cincinnati, we serve clients in all 50 states. Our expertise in multi-state taxation makes us particularly well-suited for businesses with operations or customers in multiple states.