Never Worry About Quarterly Tax Payments Again.

Get the Tax Clarity Toolkit to know exactly what to pay, where to pay, and when—so you can stay on top of your taxes and avoid surprises or penalties.

Services

Basic

Essential tax services for peace of mind.

Tax Return Preparation: Includes 1 business return + 1 individual return (spouse included if filing jointly).

Tax Return Review: Google Meet session to ensure accuracy.

Annual Tax Strategy & Financial Review:

1 session to review finances and plan for savings.

Quarterly Taxes: Tax Clarity Tool with Safe Harbor guidance.

Optimal

Proactive planning for confident business decisions.

Everything in Basic, plus:

Quarterly Tax Strategy & Financial Reviews: Combine financial insights with tax-saving strategies every quarter.

Estimated Taxes via Tax Clarity Tool: Accurate updates each quarter to avoid surprises.

Core Strategy Implementation: Seamlessly implement proven tax-saving strategies.

Government Notice Responses: We handle any notices for you.

Unlimited Email Support: Get answers when you need them.

Growth

CFO-level insights to scale your business.

Everything in Optimal, plus:

Monthly Accounting: Stay on top of your financials with accurate and timely accounting.

CFO-Level Scenario Planning: Receive cash flow projections and financial insights for big decisions like hiring staff, expanding operations, or investing in your business.

Personalized Growth Strategies: Tailored financial guidance to align your business goals with sustainable growth.

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.

AstuteAdvisors

Empowering Business Owners to Achieve Financial Success Through Proactive Tax Advisory

Address:

21515 Hawthorne Blvd. Ste 200, Torrance CA 90503

(424) 226-8028

© 2025. Astute Advisors, Inc.. All rights reserved.