Services | TaxAdvin — Fractional CFO, Financial Department Supervision & Tax Savings

Our Services match Your Needs

Whether you're growing a business or managing personal wealth, we have specialized services tailored to your needs.

Business Services

Fractional CFO & Strategic Financial Leadership

Complete financial department supervision, operational streamlining, and strategic guidance to drive growth and maximize tax savings.

Fractional CFO & Strategic Financial Leadership

CFO-level guidance without the full-time cost—financial department supervision, KPI discipline, and operational streamlining that drive tax savings and profit.

Business Transformation: From Loss to Profit

Transform struggling operations into a profitable, high-value business with tax strategies that highlight strong net income, minimize liability, and build equity for a future sale or capital raise.

Entity Formation & Tax Structuring

Choose and set up the right structure (LLC, S-Corp, C-Corp, partnership) for liability protection, operational streamlining, and long-term tax savings.

Succession Planning & M&A Advisory

Plan exits, partner transitions, and sales that preserve value and optimize after-tax proceeds.

Nonprofit & Specialty Accounting

Grant tracking, fund accounting, and clear reporting—so you maintain donor trust, satisfy regulators, and focus on mission while strengthening financial transparency and stability.

Bookkeeping & QuickBooks (Built for Tax Savings)

Meticulous books are the engine of tax savings. We categorize transactions correctly, reconcile on schedule, and design workflows that feed your strategy—not just your statements.

Business Advisory (Profit & Process)

Turn data into decisions. We optimize pricing, cash flow, and systems—linking day-to-day operations to tax-efficient growth.

Payroll & Compliance

Accurate, on-time payroll with compliance built in. We reduce risk, avoid penalties, and keep filings current—freeing you to focus on your team and operations.

Individual Services

Personal Tax & Wealth Management

Comprehensive tax preparation, estate planning, and personal financial strategies to protect and grow your wealth.

Tax Return Preparation & Strategic Planning

Complete tax return preparation combined with proactive planning strategies. We ensure accurate filings while maximizing deductions and credits to drive measurable tax savings year-round.

Estate & Trust Planning

Protect your legacy with thorough planning that minimizes tax impact, preserves wealth across generations, and offers clear, compassionate guidance to families and executors throughout the entire process.

Tax Resolution & Audit Defense

Notices, audits, penalties—resolved. We negotiate on your behalf and restore full compliance as quickly and affordably as possible.

Financial Organization & Bookkeeping for Individuals

Personal financial organization and bookkeeping services to help individuals track expenses, organize records, and prepare for tax season with confidence.

Maximizing Refunds & Deductions

Comprehensive review and optimization of your tax situation to ensure you claim every deduction and credit available, maximizing your refund potential.

Specialized Support for Financial Distress & Complexity

Expert guidance through complex financial situations including debt resolution, bankruptcy considerations, major life changes, and intricate tax scenarios.

Self-Employed & Freelancer Accounting

Stress-free accounting, tax planning, and compliance for freelancers, gig workers, and self-employed individuals. Maximize deductions, manage quarterly taxes.

Ready to Optimize Your Financial Future?

One conversation could reveal credits, deductions, or structure changes that significantly lower your tax bill and improve your bottom line.

Schedule Free 30-Minute Consultation Get in Touch