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Business Advisory & Entity Services

Strategic planning, entity structuring and fractional CFO guidance — we build the right business foundation, minimize taxes and keep you compliant year‑round.

From Numbers to Strategy

How Our Advisory Engagements Work

We start by understanding your goals, financial history, and current challenges. From there, we build a roadmap that integrates tax strategy, budgeting, cash-flow forecasting, and operational improvements. Lastly, we meet with you regularly to review progress and adjust course.

  • Discovery & Diagnostic – We review your entity structure, financial statements and goals to identify gaps and opportunities.
  • Roadmap & Structuring – We design the optimal structure (entities, agreements, compensation, compliance schedule) and build KPIs for clarity.
  • Strategy Sessions & Implementation – Monthly or quarterly meetings to interpret statements, optimize pricing, manage cash flow and plan tax strategies.
  • Ongoing Compliance & Growth – We handle filings, BOI reports, entity maintenance, retirement plan strategies and support acquisitions or exits.

Expert Tax and Business Solutions

Cash Flow & Budgeting

Build budgets and forecasts that support smart hiring, investment, and debt decisions.

Performance Dashboards

Strategic advice to help your business thrive and grow.

Strategic Tax & Entity Planning

Align your business structure and tax strategy with your long-term goals.

Mergers & Succession Planning

Prepare for acquisitions, exits, or generational transitions with minimal disruption.

Simple Plans. Expert Business Support.

Expert tax and accounting services

Get personalized advice from our experienced team.

What our clients say

Our clients appreciate our personalized service and expert advice. Here's what they have to say about their experience with us.

52K+
Satisfied clients
2M+
Tax returns filed
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Darrick Fullwood
Business Owner

"My wife and I had been searching for months for the right accountant to work with for our business and personal and after consulting with Tax Pro of Tampa for 15 minutes we learned so much! We were very impressed with the professionalism, knowledge, academia and sincere concern for our business, Tax Pro has won us over."

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Stacy Cole
Freelancer

"Michelle is very knowledgeable and patient, she broke down everything I need to do to ensure I submit the correct documentation and how to set up my business and have it function properly as a business."

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Eli Kravette
Entrepreneur

"I’ve used Tax Pro of Tampa for several years and find them to be responsive, knowledgeable and helpful. I highly recommend them especially for international taxes which can be complicated."

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Allison Fowler
Counselor

"I love working with Tax Pro! I’ve used them several years now and they’ve always been great. I appreciate they always work hard to get my taxes done. And they’re patient with me as I usually have lots of questions. Thankful I found them."

Your Tax Questions, Answered Simply

Get clear answers to common tax and accounting questions. We’re here to help you feel confident and informed.

Can you help choose the right business structure?
Do you help with new business setup?

Can you assist with S-Corp elections?
Do you create financial projections for loans or investors?
Do you offer ongoing business consulting?
Can you review my current business for tax inefficiencies?