Proactive Tax Advisory Services
Your tax return reports the past. Tax planning helps shape the future.
At Wright CPA's, we believe the greatest tax-saving opportunities happen before your return is filed. Through ongoing advisory services and proactive planning, we help business owners anticipate tax consequences, evaluate financial decisions, and implement strategies throughout the year—not just during tax season.
By taking a proactive approach, you'll gain greater financial clarity, reduce unexpected tax liabilities, and make decisions with confidence as your business grows.
How to Become an Advisory Client
Step 1
Discovery Call
Start with a conversation.
Complete a brief questionnaire to help us understand your business, financial goals, and tax planning needs. Once submitted, you'll receive an email with instructions to schedule your Discovery Call with one of our certified advisers.
Step 2
Comprehensive Tax & Financial Strategy Session
Develop a proactive plan for the future.
Meet one-on-one with Wright CPA's for a comprehensive strategy session to review your current financial and tax situation. Together, we'll identify opportunities to reduce taxes, improve financial efficiency, and develop a customized plan that supports your business and long-term financial goals. Includes Mark Kohler-style Trifecta.
Step 3
Ongoing Advisory Services
Year-round guidance when you need it most.
Choose the level of advisory support that best fits your needs. Whether we meet monthly, quarterly, or semi-annually, we'll work together throughout the year to monitor your progress, adjust strategies as your circumstances change, and help you make informed financial and tax decisions with confidence.
Our planning packages are designed to meet you where you are and grow with you.
Below, you’ll find three levels of service. Each is built around proactive planning, accountability, and smarter decision-making.
Strategist Advisory Package
Foundational guidance with focused check-ins
Best for: High-income individuals, executives, or retirees who want strategic oversight without ongoing implementation.
Key Features
✔️ Mid-Year & Year-End Strategy Meetings
✔️ Tax Estimates (Twice Per Year)
✔️ Tax Planning Discussions
✔️ Stock Equity & Complex Tax Events reviewed during scheduled meetings
➕ Tax Return prepared separately (pay at filing)
MOST POPULAR
Momentum Advisory Package
Quarterly guidance to keep your finances moving forward
Best for: Small business owners who want structured quarterly planning and accountability.
Key Features
✔️ Quarterly Strategy Meetings
✔️ Quarterly Tax Estimates
✔️ Accountability on Action Items (Quarterly)
✔️ Guided Strategy Implementation (Limited)
✔️ Guidance on Stock Equity & Complex Tax Events
✔️ Tax Return (pre-pay option or pay at filing)
➕ Optional bookkeeping add-on
Momentum Advisory Package
MOST POPULAR
Quarterly guidance to keep your finances moving forward
Best for: Small business owners who want structured quarterly planning and accountability.
Key Features
✔️ Quarterly Strategy Meetings
✔️ Quarterly Tax Estimates
✔️ Accountability on Action Items (Quarterly)
✔️ Guided Strategy Implementation (Limited)
✔️ Guidance on Stock Equity & Complex Tax Events
✔️ Tax Return (pre-pay option or pay at filing)
➕ Optional bookkeeping add-on
👑 VIP Advisory Package
White-glove, high-touch financial partnership
Best for: Clients who want an ongoing, proactive advisory relationship with full support.
Key Features
✔️ Monthly Strategy Meetings
✔️ Quarterly Tax Estimates
✔️ Full White-Glove Strategy Implementation
✔️ Accountability Tracking & Follow-Through
✔️ Payroll & Retirement Contribution Oversight
✔️ IRS & State POAs on File
✔️ Full Compliance Monitoring (Year-Round)
✔️ Year-Round Support for Stock Equity & Complex Tax Events
✔️ Tax Return Included (Prepaid)
➕ Optional bookkeeping add-on
Advisory Track Comparison Chart
What is a Comprehensive Consultation?
Meet one-on-one with Tom Wright, MST, CPA, for a comprehensive 90-minute consultation to evaluate your tax position, uncover planning opportunities, and create a proactive strategy that supports your business growth and financial success.
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