This is where you start crushing it. EXEQadvisor’s Tax Planning is your powerhouse strategy. We dive deep into your business income, deductions, investments, wages, and retirement, calculating every detail to minimize your tax bill and maximize your profits. Why leave money on the table when you can dominate? Our service packages offer semi-annual or annual options—get ready to take full control of your cash flow and tax strategy.

Need answers? You have access to your CPA. Emails, calls, meetings, web conferences—we’re ready to meet how you prefer. Whether you need help making a tax payment or would like to run something by us on the fly, we are available to you without an additional bill coming across your desk.

Choosing the right business structure is critical, and we help you make the best decision. Whether it’s an LLC, S-Corp, C-Corp, or Partnership, our Entity Selection service ensures you choose the entity type that maximizes tax savings and fits your business goals. Make the wrong choice, and you’re leaving money on the table. We make sure you’re set up to win from day one.

Wondering what your business is truly worth? Our Business Valuation service provides in-depth analysis to determine the current market value of your business. Whether you're planning to sell, merge, or just want to know your company's worth, we give you a clear, data-driven valuation. You don’t guess with your business—get the numbers you need to make big moves with confidence.

Ready to take your bookkeeping to the next level? Our accounting configuration service gets you up and running with the best accounting tools in the game. We customize QuickBooks to fit your business, optimize your workflow, and provide expert guidance so your finances stay tight and your cash flow keeps growing. This is more than just software—it’s a game-changer for your business.

Late filings? Not happening. We automatically file your federal, state, and business tax extensions, so there’s no chance of penalties or missed deadlines. Stay focused on scaling your business—we’ve got the compliance covered.

We handle your business tax returns like pros. From LLCs to S-Corps and C-Corps, we prepare and file your federal and state returns seamlessly. Single or multi-state? No problem. EXEQadvisor has you covered while you focus on dominating your industry.

Filing business personal property taxes? We’ve got it handled. From start to finish, we take care of filing your county or state returns so you can keep your eyes on the prize—growing your business.

Tax time doesn’t have to be a headache. EXEQadvisor makes personal taxes easy. We prepare and e-file your federal and state returns, handling all the details—Schedules C, E, K-1s, whatever you need. Multiple returns? No problem. We’ll take care of it so you can focus on scaling your enterprise.

Did you receive a letter in the mail from the IRS? Relax. EXEQadvisor evaluates every notice and handles the IRS or state for you. We’ll call the tax authorities, submit documents, and fight to reduce or eliminate penalties. You get a plan and peace of mind—let us handle the rest.

Keep your accounting sharp with EXEQadvisor’s check-ins. We update your year-end journal entries, fixed assets, and more. You’ll get expert advice on keeping your internal accounting systems running like a machine, so you stay focused on scaling your business.

Your business isn’t one-size-fits-all, and neither are our services. At EXEQadvisor, we have the skills to tackle anything you need. Need advanced tax strategies? Business structuring? Something unique? We’ve got you covered. We will work with you to design a custom solution that takes your business to the next level. You tell us what you need, and we’ll make it happen.