WHAT INCLUDED
Everything in Your Advisory Plan
Everything you need to manage taxes strategically as a business owner — not just file once a year and hope for the best.
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Monthly Advisory Call
A dedicated one-on-one session each month to review your tax situation, adjust your strategy, and answer every question.
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Unlimited Email Support
Questions don't wait for monthly calls. Get direct email access to your advisor whenever something comes up.
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Income & Deduction Review
We review your income picture and identify every deduction available to you — so nothing gets left on the table.
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Monthly Bookkeeping
We keep your business books clean and current in QuickBooks every month — transactions categorized and accounts reconciled, so your numbers are always right.
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IRS Deadline Reminders
Never miss a deadline or incur a penalty. We track every IRS date that applies to your situation and alert you in advance.
BUILT FOR BUSINESS OWNERS WHO WANT TO SCALE SMARTER
Four Ways This Plan Pays for Itself
This isn't generic tax advice. Every element is designed for owners who are growing — and who need their tax strategy to keep up.
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Reduce Taxes as Your Income Grows
Higher revenue creates more exposure — but also more strategy options. We make sure every growth milestone comes with a corresponding tax advantage to match it.
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Optimize Salary vs. Distributions
For S-Corp owners, the salary-distribution split is often where thousands are left on the table. We dial this in precisely — and keep it optimized as your income changes.
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Stay Compliant While Maximizing Savings
Aggressive savings and full compliance aren't opposites. We apply every legal strategy available — and make sure your books and filings are airtight at every step.
🔒 Our Guarantee
✅ 100% accurate guidance
✅ Tailored business guidance
✅ Secure & confidential
Have questions before booking?
📞(347) 765-6334
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Build a Long-Term Financial Strategy
Retirement accounts, entity structure, succession planning — the advisory plan builds toward a comprehensive financial picture, not just next quarter's tax bill.
ONE PLAN , EVERYTHING INCLUDED
Your taxes and your books, handled.
Advisory and monthly bookkeeping in a single plan built for growing businesses — so your numbers stay clean and your strategy keeps up with your revenue.
WHY IT'S DONE RIGHT
Books done by a Certified Intuit ProAdvisor.
Certified Intuit ProAdvisor
Ashley Celestine · Founder, AC Tax Help
✅ Accurate & fully reconciled
✅ IRS-compliant records
✅ Secure & confidential
✅ lean year-end handoff
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Certified, not guessed
Official Intuit ProAdvisor certification behind every entry.
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Books feed the strategy
The same expert who keeps your books advises on your taxes — nothing gets lost between them.
Your books are kept in QuickBooks by a Certified Intuit ProAdvisor — fewer errors, cleaner records, and a smooth handoff straight into your tax strategy.
💡 WHY THIS PLAN IS DIFFERENT
Most Accountants Focus on Filing.
We focus on strategy + savings. Here's the difference →
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Smarter Decisions All Year
Tax strategy isn't a once-a-year event. We guide every major financial decision as it happens.
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Reduce Liabilities as You Grow
Higher revenue opens up more strategies. We make sure you're using every one that applies.
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A System That Scales With You
As your business grows, your plan grows with it — no starting over, no gaps in strategy.