Sourced. - Tax Planning & Advisory

Most business owners only talk to their tax preparer once a year. By then, the year is over, and there is very little that can be done to reduce taxes.  Sourced. is designed to be different. We work with business owners throughout the year, not just at tax time, to plan ahead, make smart financial decisions, and avoid surprises.
 

Our tax advisory services include tax planning, tax projections, strategy sessions, and ongoing access to a tax advisor when questions come up during the year. We help business owners understand how their decisions impact their taxes and what strategies are available to reduce tax liability over time.

This service is ideal for business owners who want a plan, not just a tax return. Instead of reacting to taxes once a year, we help you plan for them all year long.

Tax Planning & Advisory services are offered as a flat monthly or quarterly advisory fee, depending on the level of support needed and the complexity of the business.
 

Most clients can expect advisory services to range from approximately $500 per month for basic advisory and planning to $3,000–$7,500 per quarter for more advanced strategic tax planning and ongoing advisory support. Tax return preparation may be included in higher-level advisory packages or priced separately depending on the engagement.
 

Our advisory structure allows business owners to have ongoing access to tax professionals throughout the year instead of paying for one-time meetings or last-minute tax preparation.

Tax planning should not be guesswork, and it should not happen at the last minute.
 

Our tax planning services are performed by experienced tax professionals who work closely with our accounting team to ensure strategies are based on accurate financial information and real projections. This allows us to provide practical, realistic tax planning strategies that business owners can actually implement.

Our team prepares projections, evaluates different tax scenarios, and helps clients understand the financial impact of their decisions before the year ends, when changes can still be made.
 

Sourced. is an award-winning firm known for quality, responsiveness, and long-term client relationships. Our clients value having a team that understands both their accounting and their taxes, and can advise them throughout the year, not just during tax season.

Our Tax Planning & Advisory clients have ongoing access to a team of accounting and tax professionals throughout the year.  This includes scheduled strategy meetings, tax projections, year-end planning, and access to a tax advisor when questions come up about major decisions such as buying equipment, hiring employees, changing entity structure, taking distributions, or making large purchases.
 

Instead of trying to reach your accountant during the busiest time of the year, our clients have scheduled time throughout the year dedicated to planning and strategy. We coordinate closely with our accounting team, so tax planning is based on accurate, up-to-date financials.
 

Our goal is to help business owners plan ahead, minimize surprises, and make informed decisions that reduce tax liability over time.

Sourced. is backed by the TrustDALE $25,000 Make it Right Guarantee