10/16/2026
π Advisory Plan Packages: More Than Just One Meeting a Year
One meeting a year with your accountant is not a strategy. It is a transaction. Real tax and financial planning happens throughout the year, not just when it is time to file.
What to know:
πΉ Scheduled planning sessions to keep your goals on track
πΉ Proactive deadline management to help you stay ahead
πΉ Quarterly check ins to review your financial numbers
πΉ Direct access when important tax or business decisions come up
With our Advisory Plan Packages, you get financial, operational, and strategic planning built around your goals. Instead of reviewing decisions after they happen, you can get guidance before making your next move.
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Year end enrollment is open now. Lock in your 2027 advisory plan before January and start the new year with a strategy in place.
π Book a consultation: www.strategictaxaccountant.com
π² Jax: (904) 479 8838 | CLT: (980) 215 9888