Your tax year, handled.
Tax Advisory is a year-round tax relationship. One monthly fee covers the return, the planning windows through the year, and the estimates and letters in between.
Tax Advisory is available to families who have completed the Keystone Method™ with Talley Wealth. That engagement builds the full financial picture, and the full picture is what makes the tax work this specific. Talley Tax is a separate business, and Tax Advisory is always optional and priced separately.
What Tax Advisory covers
One relationship carries the whole tax year. It covers three things.
The return
Prepared, reviewed, and signed by David. Documents come in through your secure client portal, the finished return is delivered there with a plain-English summary of what it says, and the e-file authorization is signed there from your phone. After filing, we review what the return revealed and schedule the follow-ups.
The planning windows
A spring withholding and estimates reset, a summer projection once the year has shape, and a fall strategy conversation while decisions are still open.
The follow-through, all year
Every decision gets its own deadline the day it is made, and each one is carried on its own timeline. Quarterly estimates calculated and sent, IRS letters handled by the office, and tax questions answered as they come up, with no hourly meter.
Four windows, and follow-through that never waits.
This is the rhythm Tax Advisory runs on. Every client's year follows it.
1
January–April
Prepare
The return is prepared and filed, and we note what it revealed for the year ahead.
2
Spring
Reset
The first projection of the new year, right after filing: withholding, estimates, and cash flow set to real numbers.
3
Summer
Projection
The projection, updated once income, profit, and plans have taken shape.
4
Fall
Strategy
Roth conversions, charitable timing, contributions, and owner decisions, while there is still time to act.
All year, underneath
Execute
Execution never waits for December. Every decision gets its own deadline the day it is made: some close April 15, some plans have to exist by October 1, some strategies run for months. Each one is carried on its own timeline, with a final confirmation before December 31 for anything the year is about to close on.
Start in any month.
The rhythm meets you wherever the year is. Start in March and we begin with the return. Start in August and we begin with the projection. Start in November and we begin with the decisions that close on December 31.
Simple monthly pricing.
Preparation and filing are included, and one monthly fee carries the whole year.
$200/mo
starting point
For households whose tax year runs through employment, retirement accounts, investments, charitable giving, and the retirement transition.
$400/mo
starting point
Adds the business return, owner pay, entity questions, quarterly estimates with real numbers behind them, and equipment and purchase timing.
These are starting points. The exact fee is set for your situation after we see the return, and it is confirmed before anything begins. Most clients pay monthly, and paying for the year in full works too.
Best for tax lives with moving parts
Tax Advisory earns its keep when income is meaningful, changing, or connected to decisions that should happen before the return is prepared.
The path to Tax Advisory starts with the Keystone Method™
If we already work together, mention Tax Advisory at your next review or reach out to the office and we will take it from there. If we have not met yet, the Keystone Method at Talley Wealth is where every relationship begins.