Service
Business Advisory Services in Houston, TX
CFO-level guidance for growing Houston businesses — without the CFO salary.
Advisory services we provide
Entity Structure Review
Should you be an LLC, S-corp, or C-corp? We analyze your specific situation and recommend the structure that saves the most in taxes.
Annual Tax Planning
Proactive planning sessions — usually in Q3/Q4 — to identify opportunities to reduce your current-year tax liability before year-end.
S-Corp Election Analysis
Many self-employed individuals save $5,000–$20,000/year by electing S-corp status. We model the math and handle the election.
Cash Flow Projections
Forward-looking cash flow models to help you make smart decisions about hiring, expansion, and capital expenditures.
Retirement Plan Strategy
SEP-IRA, Solo 401(k), SIMPLE IRA — we identify the plan that maximizes deductions for your situation.
Exit & Succession Planning
Planning a sale or transition? We structure it to minimize capital gains and protect what you've built.
Common questions
Get Started
Stop leaving money on the table
Most business owners overpay taxes by thousands per year. A strategy session changes that.
Schedule a Strategy Call (832) 512-7508Ready to pay less in taxes?
Proactive planning is how our clients keep more of what they earn.