Stock, rental property, a practice or a business: once you own things, the tax return stops being the hard part. We plan your taxes year-round and keep the books behind them. Fixed fees, written plans, and one CPA accountable 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, controller or controller plus CFO: you pick the level by what you need done, and the size of your activity sets the price.
An illustrative 13-week cash forecast. The tight week is seen in advance.
From $1,000 a month
How the monthly work runsA 12-month membership for owners, investors and high earners: your returns, a written tax plan, quarterly projections and a year-end planning meeting.
The planning year, quarter by quarter.
From $375 a month
What a tax plan coversNeed something once? A Clarity Diagnostic, a year-end tax plan, bookkeeping catch-up or 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 |
Find the one that sounds like you. Each page shows the problems we hear first, what changes, and what it costs.
“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 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“Profit on paper, and no idea where the cash went”
Books closed every month and a 13-week cash forecast, so tight weeks are seen before they arrive
Learn moreBy industry: Dental practices, Medical practices, Construction & skilled trades.
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
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. Tax returns are included in the Tax Strategy membership: your household return in every tier, one business return (1120-S, 1065 or 1120) in Growth and up to three in Advanced. A return on its own is quoted on a call by complexity, such as the number of states, rental properties and owners.
No. Every engagement has a fixed fee quoted up front. Monthly finance services are month-to-month, and Tax Strategy is a 12-month membership 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.
