Strategy First
We don't just prepare taxes. We architect year-round strategies that compound savings over time.
Collaborative Approach
We work alongside your CPA, EA, and attorney to ensure everyone is aligned and nothing falls through the cracks.
Education Driven
You'll understand every strategy and every decision. We believe informed clients make the best choices.
What We Offer
Each engagement is tailored to your specific situation. We start with a free Discovery Call to understand your needs, then recommend the right path forward.
Tax Strategy & Optimization
Your Financial Blueprint
See where you stand, and where you could be
A comprehensive review of your tax returns, business structure, and financial situation to identify savings opportunities and create a clear, actionable strategy.
If our identified savings don't exceed your investment, you receive a full refund.
What's Included
- Line-by-line review of 2-3 years of tax returns
- Entity analysis (LLC, S-Corp, C-Corp, multi-entity)
- Deduction maximization review
- 12-month written tax strategy with quarterly action items
- State tax optimization
- Owner compensation & payroll strategy
- CPA, EA, and attorney coordination
Entity & Business Formation
Build the Right Foundation
Structure your business for protection and performance
Complete guidance through entity selection, formation filing, and compliance setup so your business structure works for you, not against you.
Full refund available before filing if you change direction.
What's Included
- Strategic entity selection advisory
- Formation filing (Articles of Organization)
- EIN registration assistance
- S-Corp election support (Form 2553)
- Operating Agreement (template)
- Salary determination & payroll guidance
- Compliance setup (registered agent, annual reports)
- Multi-entity structuring when applicable
Financial Reporting & CFO Advisory
Clarity in Every Number
See your numbers clearly and make confident decisions
Fractional CFO-level guidance for business owners who need financial clarity without the full-time cost. We help you read, understand, and act on your financial reports.
If you don't gain clarity on your numbers within 60 days, we'll adjust your program.
What's Included
- Monthly financial report review
- Cash flow analysis & forecasting
- KPI tracking & dashboards
- Budget planning & variance analysis
- Profitability analysis by service line
- Strategic financial guidance
- CPA & bookkeeper coordination
Insurance & Risk Planning
Protect What You've Built
The right coverage at the right time
Review and coordinate your insurance portfolio to ensure your business, assets, and family are properly protected. We connect you with trusted partners for implementation.
Comprehensive review with no obligation to purchase through our partners.
What's Included
- Business insurance review & gap analysis
- Key person & liability coverage assessment
- Health insurance optimization
- Risk assessment & mitigation planning
- Workers' compensation review
- Trusted partner referrals for implementation
Legacy & Estate Coordination
Wealth That Outlasts You
Build wealth that lasts beyond your generation
Coordinate your estate and succession planning with your legal and financial team. We help ensure your business and personal assets are structured for long-term transfer.
We coordinate with your existing legal team at no additional cost.
What's Included
- Succession planning strategy
- Trust & estate coordination
- Generational wealth structuring
- Business continuity planning
- Beneficiary & ownership review
- Attorney & advisor coordination
Strategic Partnerships & JV Structuring
Grow Through Smart Alliances
Structure partnerships that protect and perform
Structure partnerships and joint ventures that protect your interests while maximizing shared opportunity. We help you evaluate, negotiate, and formalize collaborative ventures.
We ensure every partnership is structured with clear terms and protections.
What's Included
- Partnership structure design
- Joint venture agreements & frameworks
- Revenue sharing models
- Risk allocation & liability planning
- Operating agreement coordination
- Exit strategy planning
Wellbeing & Performance Optimization
Your Health IS Your Wealth
Sustain peak performance without burning out
Metabolic health education, energy optimization, and lifestyle strategies designed for high-performing business owners who want sustained success.
Satisfaction guaranteed or we adjust your program.
What's Included
- Metabolic health education
- Energy & performance coaching
- Intermittent fasting guidance
- Business lifestyle integration
- Group wellness workshops
- One-on-one wellness coaching
WELLTH Elite Advisory Package
The complete transformation. Everything you need to restructure, optimize, and grow, bundled together for maximum impact and value.
The Full WELLTH Experience
Tax Strategy + Entity Formation + CFO Advisory + Insurance + Legacy Planning + Partnerships + Wellbeing, all working together as one integrated strategy.
The WELLTH Value Commitment
Every client receives thorough, actionable, and defensible recommendations. If our identified savings don't exceed your investment, we make it right. That's not a marketing promise, it's how we operate.
"Every person who gives you 30 minutes of their time deserves to walk away better than they arrived."
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