Advisory Services ​


At Tax America, we go beyond tax preparation. Our advisory services are designed to empower small businesses and individuals with the strategies and insights they need to thrive. Whether you're looking to optimize your finances, scale your business, or achieve long-term goals, our team is here to guide you every step of the way.

Our Advisory Services 
1. Business Consulting
  • Comprehensive financial reviews to identify opportunities for growth.
  • Guidance on entity selection to maximize tax advantages.
  • Assistance with operational challenges to enhance efficiency.
  • Budgeting and forecasting for short- and long-term planning.
2. Tax Strategy & Planning
  • Proactive tax planning to minimize liabilities.
  • Customized strategies for businesses, freelancers, and entrepreneurs.
  • Year-round support to prepare for changing tax regulations.
  • Expertise in deductions, credits, and compliance.
3. Financial Advisory
  • Cash flow management to improve profitability.
  • Debt restructuring and financing solutions.
  • Support in securing loans and funding for business expansion.
  • Retirement planning for business owners.
4. Compliance and Risk Management
  • IRS and state tax audit support.
  • Evaluation of internal controls to mitigate risks.
  • Assistance with payroll tax compliance.
  • Sales tax registration and ongoing support.
5. Fractional CFO Services
  • Strategic financial leadership tailored to your business.
  • Financial statement analysis and performance reporting.
  • Investment planning and ROI analysis.
  • Oversight of accounting processes to ensure accuracy.
6. Cybersecurity Advisory (Optional add-on based on user preference)
  • Protect sensitive financial data with advanced cybersecurity solutions.
  • Risk assessment and IT compliance for financial security.
  • Tailored solutions for accounting and small medical businesses.

Why Choose Tax America?
  • Expert Team: Decades of experience in accounting, taxes, and business advisory.
  • Tailored Approach: Solutions designed to meet your unique needs.
  • Proactive Guidance: We focus on your future, not just your past.
  • Comprehensive Services: From compliance to strategy, we've got you covered.

Ready to Take the Next Step?
Partner with us for expert advisory services that drive success.
Contact us today at 407-574-7381 to schedule a free consultation and start building a brighter financial future.