There are 3 Plans available to choose from. peruse the taax advisory page to see which is the best option for you. Our plans are tailored based on how often you will like to meet throughout the year.

Tax advisory is proactive. It involves collaborating with clients on financial goals then using your expertise to offer tax strategies to lower their tax liability and meet their goals.

Every situation is unique, therefore time varies, Depending on the plan chosen. We will implement our strategies the moment we receive the Ok.

We will take care of al the planning, we just need you to cooperate throughout the process.

Yes, theres email, Live chat, Video and phone support available to help you reach your goals. 

Since this is a proactive service, once we agree to start tax planning / advisory there are no returns. however we only charge for the time spent on planning strategies. We are certain you will love the service, based on the value gained. 

Yes. Sita Tax Advisor includes many strategies specifically for business clients. We import the business schedules and activities reported on individual returns (Schedule C, E, K-1, etc.) to generate these insights.

Yes. Sita Tax Advisor supports all calculations for the primary state of residence, including the projected taxable income, the federal and state tax liability calculation, and estimated payments. Sita Tax Advisor doesn’t include multi-state tax liabilities.

• Retirement plans
• Income and deduction timing
• Income shifting between entities
• Charitable contributions
• State income shifting
• Tax credits
• Higher education
• Business expenses
• Health and wellness Investments

New strategies added:

• S Corporation choice of entity
• Cost segregation study
• Tax loss harvesting
• QBI (Qualified business income deduction)