When you hear "tax advisory meeting," you might picture something formal, dry, or only necessary for people with millions in the bank. But the truth is, tax advisory meetings are for everyone—especially business owners, freelancers, and high-income individuals looking to keep more of what they earn.
So, what exactly happens during one of these meetings? And more importantly—how can it benefit you?
What Happens in a Tax Advisory Meeting?
Think of a tax advisory meeting as a strategy session. It’s not about filing your return (that comes later). Instead, this is where we take a big-picture look at your finances, goals, and tax exposure—then map out a plan to minimize your tax liability legally and effectively.
Here’s a breakdown of what we typically cover:
✅ Review of your current tax situation
We look at your income sources, deductions, and prior tax filings to understand where you stand.
✅ Business structure assessment
Are you operating under the most tax-efficient structure—LLC, S Corp, or something else? We’ll help you know for sure.
✅ Opportunities for deductions and credits
From home office expenses to energy-efficient upgrades or business travel, we identify what you can (and should) write off.
✅ Income and expense timing strategies
Sometimes, the when of your income or purchases can significantly impact your tax bill. We’ll help you time things wisely.
✅ Retirement and investment tax planning
Planning to save for the future? We’ll show you how to do it in a way that can also reduce your current taxes.
✅ Upcoming law changes and how they affect you
Tax laws change constantly. We help you stay ahead of the curve so you’re never caught off guard.
Ready to Get Ahead?
If you haven’t had a tax advisory meeting this year—or ever—now’s a great time to book one. You’ll leave the session with actionable strategies, clarity, and likely a plan that puts more money back in your pocket. Let’s plan smarter—together.
(Tax Advisory is included in Platinum, Gold, Basic and Bronze Packages. Click the pink link below to call Sheri and schedule today!)
If you are not on an annual package and want to learn more, click here to connect with Julie.
Still Using QuickBooks Desktop? There’s a Better Way — For Just $12/Month
Are you still using QuickBooks Desktop to manage your books? If so, we’ve got great news — there’s a simpler, more efficient, and more affordable solution: QuickBooks Ledger.
For just $12/month, you get access to a secure, cloud-based version of QuickBooks that’s perfect for low-use entities. And the best part? Intuit will help you migrate from Desktop to Online at no cost.
Why Switch to QuickBooks Ledger?
✅ No more file sharing – You and Certus can access your books in real-time.
✅ Cloud-based simplicity – Log in anytime, anywhere — no software installs or updates.
✅ Streamlined for tax prep – Ledger is ideal for businesses that don’t use QuickBooks for invoicing or payroll.
✅ Exclusive access – This option is only available through accounting firms like ours.
✅ Includes access for 1 business user + 2 accountants – That means we’re right there with you.
If your books are simple and you’re just using QuickBooks to keep track of expenses and balances, QuickBooks Ledger is a no-brainer.
Interested in switching or learning more? Let’s talk — we’ll help you decide if this option is right for your business and take care of the transition.
