Annual Advisory Agreements

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Annual Advisory Agreements 2017-01-03T06:38:22+00:00

Annual Advisory Services

Being financially successful isn’t just about taxes. That’s why we offer year-round advice in a variety of financial areas through our Annual Advisory Agreements.

Agreements are flexible and built around your needs. Whether you are proactively planning for the long-term success of your family or looking for ways to grow your business, an Annual Advisory Agreement can get you the advice you need to accomplish your goals.

Swordfish

Annual Advisory Package

Swordfish

Established businesses looking for a strategic tax partner who works hand-in-hand with your existing accounting team

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Yellowtail

Annual Advisory Package

Yellowtail

Growth companies looking for strategic guidance on how to manage taxes and cash flow to get to the next level

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Bonito

Annual Advisory Package

Bonito

Entrepreneurs and small businesses looking for strategic tax advice and insurance planning only

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Bass

Annual Advisory Package

Bass

Individual seeking proactive and strategic tax planning

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Services within agreements include:

  • Tax returns
  • Planning Meetings
  • Tax Strategy
  • Unlimited phone and document support
  • Head of the line privileges during tax season
  • Strategic coordination your financial advisor
  • Insurance planning
  • Strategy & planning for businesses

Learn more about our Annual Advisory Agreement by looking at our four flexible package options:

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