Proactive tax strategy for established business owners and high-income households who want to keep more of what they build.
Reduce unnecessary taxes, avoid costly mistakes, and make business decisions that better support your life and long-term goals.
Services for Key Tax and Financial Decisions:
Tax Advisory Services
If you’re ready to approach taxes in a strategic, tax-advantaged way, tax advisory services are designed for you. My proactive, advisory, decision-driven approach helps you understand the tax impact of key business moves before you make them—so you can act with intention, not guesswork. Together, we identify opportunities to reduce taxes, improve tax-advantaged benefits, and create a clear tax plan you can use confidently throughout the year.
Result: better-informed decisions, fewer surprises, and a tax strategy that keeps pace with how your business actually operates.
Tax Filing Services
Tax filing services are available for tax advisory clients and are handled with precision, consistency, and full compliance. Your returns are prepared with a clear understanding of your broader financial picture and reviewed to ensure they accurately reflect your strategy and support both short- and long-term goals.
Result: reduced risk, smoother filing, and returns you can feel confident in.
Strategic CFO Services
Strategic CFO services provide clarity around your business numbers and expert guidance as you make important financial decisions. You’ll gain insight into where your money is going, what’s driving (or hurting) profitability, and how to make informed choices that support growth, cash flow, and compensation—now and over time.
Result: clearer financial visibility and confident decision-making at every stage of growth.
Real Results From Strategic Tax Advisory
Once a proactive tax strategy was in place, this owner gained clarity around key decisions and reduced unnecessary taxes—improving both financial outcomes and quality of life.
$47,500
in tax savings
Service-based business Austin, TX
A forward-looking tax strategy created immediate savings while establishing a foundation for more efficient planning over time.
$31,500
in tax savings
Healthcare practice Los Angeles, CA
By simplifying a previously complex setup, this business gained clarity around key decisions and improved long-term efficiency—resulting in significant tax savings.
$131,000
in tax savings
Multi-entity service business Texas & Florida
Tax savings result from proactive planning and implementation. Outcomes vary based on structure, income, timing, and ongoing decisions. To better understand the decisions behind results like these, review these strategic tax questions.
What Clients Say
From business owners who wanted clarity, confidence, and better financial outcomes.
“Clarity, relief, and better decisions”
Erin took the time to truly understand our business and worked with us to identify the right next steps for growth. Her guidance relieved a tremendous amount of stress, gave me back time, and put more money in my pocket.
–Christine Pacioretty, Pacioretty Academic Support Services
“Perspective that changed how we operate”
Working with Erin helped us earn more money, stress less, and create a clear vision for the future. Her experienced outside perspective was something we simply couldn’t have achieved on our own.
–Thriving Austin Business Partners
“Real tax savings with long-term impact”
After a big revenue increase, we realized we needed strategic tax guidance. Erin saved us thousands this past year alone, and the knowledge I’ve gained will continue to save us money going forward. I was even able to pay myself more, which moved me closer to buying a home.
–Francisca Anciso, MaryJae