Strategic Tax Planning • Accounting • Business Advisory
For Business Owners Who View Professional Advice as an Investment
We partner with a select group of business owners, investors, and professionals who value proactive tax planning, financial clarity, and long-term advisory relationships. Our best clients communicate openly, act on recommendations, and understand that strategic planning creates opportunities.
ESSENTIAL COMPLIANCE
Ideal For Individuals, rental property owners, and growing business owners.
Included Services
Tax Services
- Individual Tax Return
- Business Tax Return
- 4th Quarter Federal & State Estimates (Year End)
Advisory
- 1 Tax Strategy Meeting
- Detailed Meeting Notes (Digital Format)
- Access to Referral Partners
Accounting Support
- Monthly Bookkeeping
- Quarterly Meeting with Assigned Bookkeeper
- Payroll Provider Coordination
- Prepare Form 1099s
Business Support
- IRS & State Correspondence
- Personal Property Tax Filing
- Business License Filing
- Entity Structure Review
STRATEGIC GROWTH
Ideal For Established business owners focused on growth and profitability.
Included Services
Tax Services
- Individual Tax Return
- Business Tax Return
- 2nd & 4th Quarter Federal & State Estimates
Advisory
- 2 Tax Strategy Meetings
- Detailed Meeting Notes (Digital Forma)
- Access to Referral Partners
Accounting Support
- Monthly Bookkeeping (6 Hours)
- Quarterly Meeting with Assigned Bookkeeper
- Payroll Provider Coordination
- Prepare Form 1099s
Business Support
- IRS & State Correspondence
- Personal Property Tax Filings
- Business License Filings
- Entity Structure Reviews
PRIVATE CLIENT ADVISORY
Ideal For Business owners preparing for expansion, succession, or eventual exit.
Included Services
Tax Services
- Individual Tax Return
- Business Tax Return
- All Four Quarterly Tax Reviews
Advisory
- 4 Tax Strategy Meetings
- Detailed Meeting Notes (Digital Format)
- Access to Referral Partners
- Priority Advisory Access
Accounting Support
- Monthly Bookkeeping
- Monthly Meeting With Assigned Bookkeeper
- Payroll Provider Coordination
- Prepare Form 1099s
Business Support
- IRS & State Correspondence
- Personal Property Tax Filings
- Business License Filings
- Entity Structure Review
- Entity Structure Consulting
WHY CLIENTS CHOOSE US
- Proactive Tax Planning Throughout the Year
- Dedicated Strategic Advisor Relationship
- Clear Financial Reporting & Accountability
- Access to Trusted Professional Partners
- Long-Term Business & Wealth Planning Support
Serious Advice for Serious Business Owners
We intentionally partner with clients who value expertise, communicate proactively, and are committed to growth. Our objective is simple: provide the tax, accounting, and advisory guidance necessary to help you build, preserve, and maximize wealth.
Important Information
Monthly bookkeeping applies to current-year bookkeeping only and does not include prior-year cleanup or reconstruction. Amended tax returns, amended 1099s, amended business licenses, amended personal property filings, bookkeeping cleanup projects, business formations, restructures, and special projects require separate engagements.
Services with hourly limits may incur additional fees if those limits are exceeded.
Retirement planning discussions will be coordinated with your financial advisor and our team. Review or analysis of AI-generated tax, accounting, or financial advice is not included and requires a separate engagement.
MINTON CPA & ASSOCIATES
Build Wealth. Reduce Taxes. Make Better Decisions.