Tax strategy and financial operations
We work with owner-led businesses, real estate investors and high-earning households across the United States. Fixed fees, written plans, and one CPA from the first call onward.
01Services
Monthly
Bookkeeping, a controller and a fractional CFO in one engagement. Books closed by the 10th, a one-page note on what changed, and cash planned 13 weeks ahead.
From $1,000 a month
How the monthly work runsYear-round
A written plan for owners, investors and high earners, reviewed with you during the year so the moves happen before the deadlines do.
From $2,997 a year
What a tax plan coversAlso available on their own: individual returns from $750, business returns from $1,500, bookkeeping cleanups and entity setup. One-time services
02What planning is worth
Every Tax Strategy client receives one. This illustration shows how it reads for a married owner with $400,000 of business profit, calculated with the same 2026 tax engine that runs our calculators.
| Federal tax before planning | $87,300 |
| S corp election with a $150,000 salary | −$2,600 |
| Solo 401(k), $62,000 contributed | −$13,100 |
| Quarterly estimates set to the safe harbor | No penalties |
| Federal tax with the plan | $71,600 |
| Kept this year | $15,700 |
03Who we work with
Profitable on paper, tight in the bank account
A 13-week cash forecast that shows the tight weeks before they arrive
Insurance reimbursements lagging behind payroll
A cash forecast built around reimbursement timing
Revenue grows but your take-home doesn't
Margin by client and service, so you can see which growth adds profit
No reliable profit number for each job
Job costing and profit by job, every month
Depreciation and losses that never seem to lower the tax bill
Cost segregation, REPS and short-term rental planning so losses count
A tax bill every April because RSUs were only withheld at 22%
A vest-by-vest withholding plan, so the tax is paid as you go
Somewhere else? If you run your own business and want clarity on your numbers, we'll tell you honestly whether we're the right fit. Start a conversation
04The first 90 days
Thirty minutes on your business and what the numbers are doing. Free.
Books reconciled and set up for decisions and for taxes.
Written moves with dates and dollar amounts.
Books closed by the 10th, a written note and a standing call.
05Run the numbers
Move the slider. The estimate accounts for the payroll tax saved, the QBI deduction given up and the cost of running the S corp.
06The founder
The numbers are never only about the numbers, so I pay attention to the person running the business too.
Akansha Acharya founded the firm after more than five years in tax, four of them at Deloitte. She works directly with every client: owners who want clean books and steadier cash, and investors and high earners who want a tax plan that fits how they build wealth.
07Writing
No income tax, but not no tax: Washington's 7% and 9.9% capital gains tax, the new millionaires' tax, a $3 million estate tax exclusion, RSU withholding gaps and the moves that actually help.
How an S corp election saves tax in 2026, when it's worth it, how to set a reasonable salary, how it interacts with the QBI deduction, and how to file Form 2553 on time.
Cost segregation, bonus depreciation, real estate professional status, short-term rentals, 1031 exchanges, entity structure and QBI for rental real estate, updated for 2026.
Every key federal tax date for 2026 in one calendar: estimated taxes, W-2 and 1099 deadlines, partnership and S corp returns, individual and C corp returns, extensions and payroll filings.
Add every federal deadline for owners and investors to your calendar, with a reminder three days before. We keep it updated.
08Questions
A bookkeeper records what happened: transactions, reconciliations and statements. A controller makes sure those numbers are right, on time and under control: a monthly close by a deadline, reviewed reconciliations, payroll and sales tax oversight, and a cash forecast. A fractional CFO uses the numbers to decide what happens next: forecasting, pricing, cash strategy, lender and investor work, and tax strategy.
Owner-led businesses doing roughly $500,000 to $10 million a year, in four groups: creative and media businesses (agencies, studios, talent and media brands), health and wellness practices (medical, dental, therapy and wellness), professional and expert services (consultants, coaches, tech and engineering firms) and construction and skilled trades (contractors and home services). If you're owner-led and want to understand your numbers, we're happy to talk even if you don't fit neatly into one of these.
Yes. Individual returns (Form 1040) start at $750 and business returns (1120-S, 1065, 1120) start at $1,500. The final fee depends on complexity, such as the number of schedules, rental properties or states. You can hire us for a return on its own or alongside a tax plan or monthly engagement.
No. Every engagement has a fixed fee quoted up front. Monthly services are month-to-month, and tax strategy plans are annual and can be billed monthly.
Contact the firm
Tell us what your numbers are doing and what's worrying you. You'll leave knowing what to do next, whether or not we work together.
