Aligned Business Advisory offers comprehensive, proactive tax strategy for business owners who want their business and personal tax planning working together intentionally throughout the year.
Includes everything in Grounded Advisory and Balanced Advisory, plus:
Business tax return preparation (S corporation, C corporation, or partnership)
Individual tax return for owners
Quarterly advisory meetings
Business and owner-level tax projections
Compensation and distribution planning
Accountable plan guidance
Fractional CFO-style tax strategy support
Estimated tax planning at the business and individual level
Year-end tax and financial reporting coordination
Collaboration with bookkeepers and financial teams
Coordination with attorneys, financial planners, lenders, and bankers
And more, as your business goals, structure, and strategy evolve.
Best for: Business owners who want strategic, year-round tax guidance aligned across their business and personal finances.
