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 PackageSwordfish
Established businesses looking for a strategic tax partner who works hand-in-hand with your existing accounting team
Yellowtail
Annual Advisory PackageYellowtail
Growth companies looking for strategic guidance on how to manage taxes and cash flow to get to the next levelBonito
Annual Advisory PackageBonito
Entrepreneurs and small businesses looking for strategic tax advice and insurance planning only
Bass
Annual Advisory PackageBass
Individual seeking proactive and strategic tax planning
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: