Take the stress out of tax season with a partner who understands the complexities of the tax code. At Taylor Tax Advisory, we specialize in accurate tax preparation and compliance for individuals and small businesses.

Why work with an Enrolled Agent? Unlike standard tax preparers, I am an Enrolled Agent licensed by the federal government. This gives me unlimited practice rights to represent you before the IRS. From routine filings to complex audit representation, I act as your advocate, ensuring your rights are protected while maximizing your financial outcomes.

By the time tax season rolls around its often too late to put strategies in place to save on tax. By building tax strategies well in advance of tax time, I can help minimize your tax bill.

Don’t wait until tax season to ask questions. From entity selection (LLC vs. S-Corp) to retirement planning and cash flow management, we act as your strategic partner. We help you navigate the tax code proactively, ensuring you never miss a deduction or pay a dollar more than necessary.

Not all tax professionals are equal. While many can prepare a return, few have the authority to represent you in tax disputes. As an Enrolled Agent, I hold the highest credential awarded by the IRS, granting me unlimited practice rights to represent clients on matters ranging from audits to appeals.

We specialize in resolving complex tax controversies, including:

• Responding to IRS Notices and Letters

• Audit Defense and Representation

• Negotiating Installment Agreements

• Penalty Abatement Requests

Trust a licensed expert to navigate the tax code and secure the best possible outcome for your situation.

You can’t drive your business forward if you’re looking at a blurry rearview mirror. Accurate financial statements are critical not just for taxes, but for securing loans, attracting investors, and understanding your true profitability.

We perform a deep-dive review of your historical data to fix discrepancies and ensure compliance with accounting standards. From scrubbing your General Ledger to untangling commingled personal and business expenses, we produce clean Balance Sheets and Profit & Loss statements that lenders and stakeholders can trust.

Starting a business starts with the right foundation. While online services can file forms, they cannot tell you which structure will save you thousands in taxes. We combine legal formation with strategic tax advisory.

We guide you through the critical choice between Sole Proprietorship, LLC, S-Corp, or C-Corp based on your projected income and industry. Our Launch Package includes:

• Entity selection analysis to maximize tax efficiency.

• Filing Articles of Organization/Incorporation with the Secretary of State.

• Obtaining your Federal Employer Identification Number (EIN).

• S-Corp Election (Form 2553) filing if applicable.

Start your business with confidence, knowing your structure is optimized for growth and tax savings from Day 1.

Growing businesses reach a tipping point where they need more than a tax preparer—they need a financial voice in the boardroom. We offer Advisory Board Representation to bring high-level financial oversight to your company without the cost of a full-time CFO.

Strategic Financial Governance: We sit on your Advisory Board or serve as Treasurer to provide objective, data-driven guidance on critical decisions.

• For Startups: We help structure equity, manage burn rates, and prepare for due diligence.

• For Real Estate Syndicates: We oversee investor reporting and capital account maintenance.

• For Non-Profits: We ensure fiscal compliance and transparency.

Gain the credibility and insight of a seasoned financial executive at your table. We help you look around corners, spot financial risks early, and steer the company toward profitable growth.