Proactive Tax Advisory

Empowering Business Owners to Achieve Financial Success Through Proactive Tax Advisory

Our Expertise

Tax Planning Roadmap

Customized Tax Strategy: Conduct a one-time, comprehensive analysis to develop a tax strategy tailored to your unique financial situation and goals.

Strategic Tax Minimization: Identify specific tax-saving opportunities and actionable strategies aimed at minimizing tax liabilities.

Long-Term Blueprint: Establish a clear roadmap for ongoing tax reduction, setting the foundation for quarterly reviews and adjustments.

Foundation for Future Planning: Prepare a strategic plan that will guide tax decisions throughout the year, ensuring all future filings reflect maximized tax savings.

Quarterly Maintenance

Estimated Tax Payments: Calculate and update quarterly estimated tax payments based on current financials to align with income projections and avoid penalties.

Core Tax Planning: Review income and expenses, optimize deductions, and provide targeted tax-saving strategies for the quarter.

Tax Correspondence and Filings: Review and analyze IRS and state income tax letters, provide guidance for appropriate responses.

Tax Law Updates: Communicate recent tax law changes that impact your business and offer actionable recommendations.taxpayer correspondence or an IRS audit.

Tax Preparation

Strategic Tax Alignment: Ensure tax filings reflect the tax-saving strategies implemented throughout the year, capturing all eligible deductions and credits.

Maximize Tax Savings: File the tax return accurately to ensure that tax savings are fully realized, optimizing the final tax outcome.

Explore Our Services

About the Founder

Karen founded Astute Advisors after realizing that taxes was her biggest paycheck expense and seeking ways to reduce them. This curiosity led her to study tax strategies and discover how business owners with an investor mindset could significantly lower their tax burdens.

Her mission now extends to developing talent. She trains tax professionals to become proactive advisors, ensuring they deliver exceptional service to Astute Advisors' clients. The greatest reward in running this business is fostering growth, and she create an environment where her team can learn, explore, and thrive without fear of failure. This focus on development ensures that our clients receive the most informed and proactive tax advice available.