Tax Advisory Services
Tax Advisory Services for Businesses and Individuals
Planning that happens during the year, when decisions can still change the outcome. Entity structure, timing, compensation, and filing all in one view.
What tax advisory services covers
Tax planning is the work done before the return is filed, while there's still time to affect the outcome. We look at how your entity is structured, when income and expenses land, retirement and owner compensation decisions, and any elections available to you.
The aim is to make deliberate choices during the year, so that when the return is prepared, the result reflects planning rather than whatever happened by default.
Who it is for
- Business owners taking distributions or a salary
- High earners with income from more than one source
- Companies changing structure, adding partners, or expanding
- Individuals with equity compensation, rentals, or investments
What this fixes
- Surprise balances due at filing time
- Entity structure that no longer fits the business
- Estimated payments that are guesses
- Decisions made in December that needed to be made in June
What is included
- Annual planning review and projection
- Entity structure and owner compensation review
- Estimated payment calculations
- Retirement and benefit contribution planning
- Coordination with your return preparation
- Year-round access for questions before you act
Why owners choose ZentaxGo for tax advisory services
Frequently asked questions
Related services
- Bookkeeping — Books categorized, reconciled, and closed every month, so your records reflect what actually happened and are ready before filing.
- Accounting — Full-cycle accounting and financial statements accurate enough to hand to a lender, partner, or board.
- Payroll — Pay runs, tax withholding and deposits, and filings including 941s, W-2s, and 1099s, posted into your books as they happen.
- Tax Filing — Preparation and filing of business and individual returns, built from books we've kept accurate all year.
- Tax Resolution — Work to close out an open IRS or state matter: unfiled returns, an assessed balance, penalties, or a collection notice.
- Fractional CFO — Senior financial help scoped to the decisions in front of you: cash, capital, margin, and forecasting.
- Business Formation and Entity Setup — Starting a business? We'll help you choose the right business structure, understand your tax obligations, and get the essentials in place so you can start on the right foot.
Industries we support with this
- Professional Services — Agencies, consultancies, and licensed practices billing for time and expertise.
- Real Estate — Investors, agents, and property owners managing entities and depreciation.
- Construction & Trades — Contractors and trade businesses managing jobs, crews, and equipment.
- Healthcare Practices — Clinics, dental offices, and independent practitioners.
- Restaurants & Hospitality — Restaurants, bars, and hospitality operators with daily volume.
- Ecommerce & Retail — Online sellers and retail businesses managing inventory and channels.
Not sure whether tax advisory services is the right starting point? Contact us and we will tell you which service fits your situation.
Talk to us about tax advisory services
Bring your questions and your current numbers. We will tell you what we would do and what it would cost.