Explore Our Services

At Architect Tax & Advisory, our business consulting practice is built for founders and operators who want more than reports. You want a strategic partner who understands your numbers, your model, and the direction you are scaling toward.

We help you see your business clearly so you can move with intention.

Our advisory team evaluates:

• cash flow patterns
  
  

• revenue architecture
  
  

• cost behaviors
  
  

• operational choke points
  
  

• financial risk exposure
  

From this evaluation, we deliver a structured advisory plan that identifies priorities, outlines specific recommendations, and establishes clear next steps. The focus is on improving decision-making, strengthening financial discipline, and ensuring that growth is supported by accurate data, sound structure, and defensible financial practices. You have already done the hard part of building your business. We help you reinforce the foundation, identify the cracks, and create a structure that can support growth without chaos.

Every business carries its own tax profile, risk patterns, and planning opportunities. We work with you year-round to design a tax strategy that protects your margins and strengthens your long-term position.

Our corporate tax services include:

• entity analysis
  
  

• annual filing and compliance
  
  

• multi-state considerations
  
  

• targeted deduction planning
  
  

• quarterly and annual tax projections
  
  

• audit support and representation
  

We translate complex tax law into clear, documented tax positions grounded in your actual financial data and filing requirements. Clients understand expected obligations, key deadlines, and areas of exposure before returns are prepared, allowing decisions to be made early and filings to proceed without last-minute uncertainty.

Your focus belongs on leading your business. Our focus is protecting it.

Your income, investments, and lifestyle all influence how your taxes should be handled. We analyze your full financial landscape so you can make informed choices about what comes next.

Our approach includes:

• personalized tax strategy
  
  

• proactive planning for investments and major life events
  
  

• credit, deduction, and residency optimization
  
  

• multi-state and remote-work complexities
  
  

• long-term planning for retirement and generational wealth

We deliver a personalized tax plan that aligns your income, investments, and life events with current tax requirements and future planning needs. You will have a clear understanding of your filing obligations, opportunities to manage exposures, and a structured path forward as your financial picture evolves.

Payroll is one of the most sensitive systems inside any business. Done well, it creates trust and stability. Done poorly, it creates fines, delays, and frustration.

Our payroll services provide:

• full-service payroll processing
  
  

• digital portals for employee onboarding
  
  

• compliant withholding and tax deposits
  
  

• reporting and documentation
  
  

• year-end W-2 and 1099 preparation
  
  

• ongoing support for system changes and staff updates

We handle payroll setup, ongoing processing, compliance, and reporting with accuracy and timeliness. Payroll records are maintained in alignment with tax obligations and integrated with your broader financial systems, ensuring that wage reports, tax filings, and remittances are executed correctly and on schedule.

Our bookkeeping services provide the financial structure you need to make confident decisions.

Services include:

• monthly reconciliations
  
  

• categorized and verified transactions
  
  

• cash-basis and accrual reports
  
  

• trend analysis and financial insights
  
  

• preparation for tax filing, investment, or lending
  
  

We provide organized, timely, and reconciled financial records that reflect actual business activity.

These records form a reliable foundation for tax reporting, compliance, performance tracking, and advisory planning.

Entity formation is not simply paperwork. It’s the foundation of how your business will grow, how it will be taxed, and how your personal assets are protected.

We guide you through:

• entity selection (LLC, S-Corp, C-Corp, partnership)
  
  

• state registration
  
  

• EIN setup
  
  

• operating agreements
  
  

• initial tax elections
  
  

• compliance requirements

We provide a structured entity selection analysis that weighs tax implications, liability exposure, administrative requirements, and growth objectives, resulting in a recommended structure and next steps tailored to your business context.

Our outsourced CFO services bring high-level financial leadership to businesses that need strategic direction without hiring a full-time executive.

We provide:

• financial strategy and modeling
  
  

• cash flow forecasting
  
  

• budgeting and scenario planning
  
  

• KPI design and performance tracking
  
  

• capital planning and financing support
  
  

• systems design for internal accounting teams
  
  

• risk management and strategic decision support

We produce structured financial forecasts, scenario analyses, and performance dashboards that highlight key risks, capital needs, and timing considerations. These outputs support your planning, investment decisions, and operational prioritization.