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Get MatchedMost owners learn their tax result in March, when every decision that shaped it sits behind them. Our tax advisory services put strategy ahead of the return: entity structure, forecasting, and cash planning reviewed throughout the year, so April confirms a plan instead of delivering a surprise.
Experience represented across our CFO network.
For most owners, tax is something that happens to the business once a year. The books are handed over in the new year, the return is prepared, and the bill arrives after every decision that shaped it has already been made. By then the only choices left are about paperwork. Tax and business advisory services exist to change the timing, so that tax is considered while decisions are still open: when to hire, what to buy, how to pay yourself, and whether to raise money or sell.
Filing and planning are different jobs. Filing reports what happened, accurately and on time, and your CPA does that well. Planning looks forward. It asks which entity structure suits the business now rather than when it was formed, how much tax to expect this year so cash can be set aside, and which credits and deductions are available if the right records are kept. Tax and business advisory work covers both sides of the ledger, so the tax result and the business result are planned together instead of reconciled afterward.
A CFO is well placed to lead that conversation because the CFO already owns the forecast. Revenue projections, margin, payroll, and capital spending are the same inputs that drive the tax estimate. When those numbers are reviewed monthly, a quarterly projection is a short extra step, and surprises tend to surface in June rather than in March. That is the practical idea behind tax advisory for business: use the numbers the company already produces to make tax decisions earlier.
This is also where outside advice often falls short. A tax specialist sees the return, and a bookkeeper sees the transactions, but nobody connects them to the plan for the next twelve months. Through the US Fractional CFO Alliance, you work with an experienced CFO who coordinates with your accountant, asks the planning questions during the year, and brings clear options to the owner instead of a pile of technical detail.
Growth makes the questions harder. A second location, a new state, a first round of hiring, or a large equipment purchase can each change the tax picture, and the effects rarely show up in a standard return until it is too late to act. Reviewing those decisions with a CFO before they are made turns tax from a cost you absorb into a variable you can plan around, with the cash impact visible in the forecast.
The result is fewer last-minute scrambles, more predictable cash, and tax decisions that fit your growth plans. Whether you are scaling, preparing for an audit, or thinking about an exit, tax and business advisory services keep the tax picture current instead of leaving it for filing season.
Build a year-round tax plan around your growth, hiring, and investment decisions, so you know the tax effect before you commit.
Check whether your current structure still fits your size, owners, and plans, and model the tax impact of any change with your CPA.
Estimate the year's tax from live financials, set aside the cash, and size estimated payments from real numbers.
Identify credits and deductions you may qualify for, such as R&D, and put the record-keeping in place to support them.
Personal tax advisory services that connect owner pay, distributions, and equity decisions to the business plan.
Prepare for audits, lender reviews, and a future sale, and keep audit tax and advisory services working from one set of numbers.
Three steps. Two minutes. Zero guesswork.
Answer a few quick questions about your business, challenges, and goals – takes less than 2 minutes.
We connect you with qualified CFOs experienced in your industry and ready to support your specific needs.
Speak with up to five CFOs, compare perspectives, and select the right fit for your business.
In the first quarter, the focus is on closing the prior year cleanly and giving your CPA what is needed. This is where tax season CFO advisory services help most: reviewing the return for planning opportunities, confirming elections, and agreeing on the year’s targets before spring gets busy.
In the second quarter, actual results are compared with the forecast, and the first estimated payments are set from real numbers rather than last year’s figures. If revenue is running ahead or behind plan, the projection is updated before the next payment is due, so cash is not tied up in tax that will not be owed or caught short by tax that will.
The third quarter is for decisions with a deadline: equipment purchases, hiring, compensation changes, and entity questions. Tax advisory services at this point can change the outcome while there is still time to act.
The fourth quarter brings a year-end projection, a short list of actions to complete before December 31, and a cash plan for what is due early in the new year. Then the cycle repeats, and each year starts with a clearer baseline than the last.
Spread across twelve months, the work is lighter at each step, there are fewer surprises for you and your CPA, and April simply confirms a plan that was made earlier.
Industries: SaaS / Technology · Healthcare · Ecommerce · Professional Services · Nonprofit · Insurance · Retail · CPG · Real Estate / Construction
Fractional CFO with 15+ years of experience helping companies improve financial performance, strengthen cash flow, and scale operations. Works with businesses across industries, supports leadership with forecasting, KPI reporting, fundraising, and M&A readiness. Has held senior finance roles at CVS Health and Penn State Health, working with multi-billion-dollar budgets and complex operations.
Industries: SaaS / Technology · Manufacturing · Healthcare · Professional Services · Real Estate / Construction
Brandon’s mission is to help middle-market companies and PE-backed organizations scale by integrating financial discipline, operational excellence, and leadership alignment. Focused on unlocking liquidity, building scalable financial architecture, optimizing working capital, and driving measurable enterprise value, especially in complex environments.
Industries: Ecommerce · Manufacturing · Professional Services · Distribution · Import / Export
Fractional CFO with 20+ years of cross-industry experience supporting businesses from early stage through growth and exit. Works with owners and leadership teams to strengthen cash flow, build scalable financial infrastructure, and navigate capital decisions across complex structures. Focused on translating financial data into clear, actionable decisions that drive sustainable growth and protect long-term value.
Industries: SaaS / Technology · Ecommerce · Manufacturing · Healthcare · Professional Services · Real Estate / Construction · Retail · Nonprofit · Life Sciences · CPG
CPA with 25+ years of experience providing fractional CFO services to small businesses across a wide range of industries. His team delivers fractional CFO, controller, tax, and project services, as well as custom database development and financial modeling tools. Approach centers on meeting with each client to assess financial pain points and opportunities, then building a custom engagement to address them.
Industries: Real Estate · Construction · Hospitality · Asset Management · Family Office · Property Management
Seasoned finance executive with over 15 years of experience leading financial strategy, operations, and investment oversight across complex real estate portfolios, development platforms, and family offices.
Before moving into principal-side roles, spent nearly a decade in Big 4 and mid-market advisory with KPMG, RSM, and BDO, conducting due diligence for multibillion-dollar real estate and private equity transactions. Holds a Master of Professional Studies in Real Estate from Georgetown University.
Industries: Manufacturing · Professional Services · Real Estate / Construction · Distribution
A Fractional CFO with 15+ years of experience helping small and mid-sized manufacturing companies improve cash flow, reduce costs, and build scalable financial systems. Brings clarity, discipline, and strategic insight to drive performance, strengthen financial controls, and support sustainable, long-term growth. Partners closely with business owners and leadership teams to ignite their next stage of growth.
A common concern is overlap: if you already have a CPA, why add a CFO? The two roles do different work. Your CPA prepares and files returns and signs off on compliance. Our tax and advisory services sit upstream of that work. We plan the year, build the projections, and give your CPA better information, earlier.
In practice, we work with your accountant, not around them. Before a major decision, such as an equipment purchase or a change in how owners are paid, we model the effect and share it with your CPA, who confirms the tax treatment. After year-end, we make sure the books are organized so the return is quicker and cleaner to prepare. Where a company wants one person coordinating everything, our accounting oversight service connects bookkeeping, the close, and tax preparation under a single point of accountability.
For a small business, this arrangement is often more practical than hiring in-house. A full-time tax director is rarely justified below a certain size, yet the questions still arise: entity structure, estimated payments, multi-state exposure, owner compensation, and what a buyer or lender will ask for. Financial tax advisory outsourcing gives you senior judgment on those questions for the hours you need, without adding a permanent salary.
For a small business, this arrangement is often more practical than hiring in-house. A full-time tax director is rarely justified below a certain size, yet the questions still arise: entity structure, estimated payments, multi-state exposure, owner compensation, and what a buyer or lender will ask for. Financial tax advisory outsourcing gives you senior judgment on those questions for the hours you need, without adding a permanent salary.
We are clear about the boundaries. Our tax advisory services are planning and coordination. Where a filing, an audit representation, or a legal opinion is needed, it comes from your CPA, enrolled agent, or attorney, and we keep them informed. Some of our CFOs are CPAs, which can make the conversation with your accountant faster, but the roles stay distinct.
Clear communication matters as much as the technical work. We schedule a short planning call at the start of each quarter, share the same projections with you and your CPA, and keep a running list of open questions, so nobody is working from different numbers.
If your CPA is working well for you, keep them. The aim is to add planning and forward visibility, and let your accountant spend their time on what only they can do.
For most businesses, yes. A good accountant keeps you compliant, catches missed deductions, and helps avoid penalties. The value goes up when the advice comes during the year rather than at filing time, because planning can still change the result. Very simple businesses with few transactions may need less support.
Fees vary with the advisor’s credentials, the complexity of your business, and the scope of work. Common models include hourly rates, fixed fees for a project, and monthly retainers. At US Fractional CFO, tax advisory is part of a CFO engagement, so the cost follows the engagement tiers published on our site.
Yes. CPAs, enrolled agents, and tax attorneys can give tax advice and represent clients before tax authorities, while a bookkeeper generally cannot. Check the credentials of whoever advises you. A CFO who works alongside your accountant can add planning and forecasting that a compliance-focused engagement often does not include.
Typically, tax planning, entity structure review, quarterly projections, credit and incentive identification, owner compensation planning, and preparation for audits or a sale. Scope depends on your company’s size and goals. Return preparation and legal opinions are normally handled by your CPA or attorney.
Ask what credentials they hold and which industries they serve. Ask how often they review your numbers during the year, how they work with your CPA, and what they would do differently with your current structure. Ask how fees are set and what happens if the scope changes. Finally, ask for an example of advice that saved a client money.