Year-round tax planning and monthly finance for owner-led businesses, real estate investors and high-earning households. Fixed fees, written plans, and one CPA from the first call onward.
A monthly finance function for your business, a year-round tax plan for you, or both under one CPA.
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.
An illustrative 13-week cash forecast. The tight week is seen in advance.
From $1,200 a month
How the monthly work runsA written plan for owners, investors and high earners, reviewed with you during the year so the moves happen before the deadlines do.
The planning year, quarter by quarter.
From $2,997 a year
What a tax plan coversNeed something once? Individual returns from $750, business returns from $1,500, bookkeeping cleanups and entity setup.
One-time servicesEvery 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 |
Owners and investors with real complexity. Here is what we usually hear first, and what changes.
“Profitable on paper, tight in the bank account”
A 13-week cash forecast that shows the tight weeks before they arrive
Learn more“Insurance reimbursements lagging behind payroll”
A cash forecast built around reimbursement timing
Learn more“Revenue grows but your take-home doesn't”
Margin by client and service, so you can see which growth adds profit
Learn more“No reliable profit number for each job”
Job costing and profit by job, every month
Learn more“Depreciation and losses that never seem to lower the tax bill”
REPS and short-term rental planning so losses count, and cost segregation when a study is worth it
Learn more“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
Learn moreSomewhere 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
What happens after you book, step by step.
Thirty minutes on your business and what the numbers are doing. Free, with no obligation.
Books reconciled and set up properly, so they work for decisions and for taxes.
Written moves with dates and dollar amounts, agreed with you before anything is filed.
Books closed by the 10th, a written note on what changed and a standing call.
Move the slider. The estimate accounts for the payroll tax saved, the QBI deduction given up and the cost of running the S corp.
Default LLC vs. S corp, with 2026 payroll tax, QBI and real costs
Will the 22% withheld on your RSUs cover the tax? Find out before April
Your 2026 payment and due dates, using the IRS safe harbor
How much you can put away in 2026, and what it saves
Annual and first-year deductions on a residential rental
How much a cash balance plan and 401(k) could shelter at your age in 2026
Will your Airbnb's depreciation offset your W-2? Check the two tests and the numbers
“The numbers are never only about the numbers, so I pay attention to the person running the business too.”
Akanchya Acharya founded the firm after more than five years in accounting, including audit 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.
Plain-English guides to the decisions that move your tax bill, updated for 2026.
The moves that have to happen before December 31, 2026 for business owners, real estate investors and tech professionals, what can wait until 2027, and when each move doesn't apply.
Updated October 2026No 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.
Updated September 2026Cost segregation, bonus depreciation, real estate professional status, short-term rentals, 1031 exchanges, entity structure and QBI for rental real estate, updated for 2026.
Updated September 2026How 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.
Updated September 2026Add every federal deadline for owners and investors to your calendar, with a reminder three days before. We keep it updated.
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 monthly reporting. A fractional CFO uses the numbers to decide what happens next: cash forecasting, budgeting, pricing, cash strategy, lender and investor work, and tax strategy.
Owner-led businesses doing up to $5 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.
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.
