TAx Advisory

Plan Ahead. Stay Compliant. Save Wisely.​

Our Approach to Tax

Taxes are more than just annual filings. We view them as a year-round opportunity to reduce surprises, improve cash flow, and protect your financial future. Compliance is non-negotiable. But smart planning? That’s where the real value lies.

Tax Preparation & Filing​

For individuals, businesses (sole proprietorships, LLCs, S-Corps, nonprofits), and special situations (freelancers, rentals, etc.). We help you file correctly on time, and with confidence.

 
 
 

Tax Plan & Strategy

Proactive tax planning to optimize deductions, structure your entity for tax efficiency, plan for end-of-year moves, and prepare for big financial decisions (selling, investing, hiring, etc.).

 
 
 

Tax Reduction & Savings Opportunities​

Identifying all valid deductions and credits, reviewing depreciation for assets or real estate (if applicable), exploring elections like S-Corp status when useful, etc.

 
 
 

Real Estate & Rental-Property Tax Support ​

If you invest in real estate or rent out property, we can assist with deducing allowable losses, safe harbor rules, understanding passive vs active activity rules, cost segregation studies, and help avoid common traps.

 
 
 

Audit Support & Tax Advocacy

If you have inquiries from tax authorities, need help resolving issues, or just want someone to advocate for you, S4 is here. We’ll help you navigate compliance and address discrepancies proactively.

 
 
 

Pricing & Transparency

We base our pricing on:
  • Your entity type (sole proprietorship, LLC, partnership, S-Corp, nonprofit)
  • How organized/clean your records are now
  • Complexity of tax situation (number of income sources, real estate, multi-state issues, etc.)

 

We offer simple, starter prices for more straightforward filings, plus clear estimates for more complex situations. We’ll always share what we’d expect to cost before moving forward.

Our Onboarding Process

Free Initial Consultation: We want to understand your tax situation, goals, and past returns.
Documents & Records: Secure upload or in-person drop-off. We will give you a checklist so nothing essential is missed.
Regular Communication: Check-ins annually or more often if your finances change (new business, sale, etc.).
Continuous Education: We don’t just file and disappear. You get guidance on what to expect next year, what changes in tax law could affect you, and how to plan accordingly.