Most CPAs just file a return and hand your books right back to you. EXEQadvisor is different. We plan your taxes all year and keep your bookkeeping and accounting, so the whole thing comes off your plate. You keep more, avoid surprises, and stop worrying about any of it.
Not ready to talk yet? See where you stand with our free 2-minute assessment →Bookkeeping, accounting, and tax strategy under one roof. That is the reason it actually comes off your plate instead of bouncing between your CPA, your bookkeeper, and you. One team owns all of it, which is exactly what makes it easy.
is what many owners are leaving on the table every year, simply because their CPA files instead of plans. For most of our clients, that is far more than what they pay us. The point was never the fee. It is what you keep.
These are not upsells or add-ons. This is what being an EXEQadvisor client actually looks like. Here is what each one means in plain English, and what it does for you.
We keep your books accurate and current all year, not just at tax time. Most firms hand this back to you or make you hire someone else. We do it, so your numbers are always ready and your tax plan is built on something you can trust.
One team for your books and your taxes.Up to 20% of your business profit can be deductible. Higher earners quietly lose it when it is set up wrong. We manage the limits instead of taking the software's first answer.
Keeps a deduction most owners forfeit by accident.We set your salary and distributions so you are not handing over 15.3% in self-employment tax you did not owe, without waving a flag at the IRS.
Stops you overpaying yourself into a bigger tax bill.Once you clear roughly $60k in profit, electing S-corp status can cut your self-employment tax. It is not automatic. We test the economics before you elect.
A structure change that can save thousands a year.No more April surprises and no more penalties. We project your year and tell you what to actually pay based on what you are really making, not last year's guess.
You always know the number before it is due.A deduction is not worth the same every year. We tell you whether to buy the equipment or vehicle now or wait, based on your bracket, instead of defaulting to "buy something before year-end."
Every write-off lands in the year it is worth the most.The setup you started with may be costing you now. Profit, partners, and plans change. We revisit your structure annually instead of treating it as a one-time decision.
Your structure keeps up with your growth.Real work, documented the right way, can shift income from your bracket to a much lower one and fund your kids' future. Done wrong it is an audit risk. We do it right.
Moves income from your 37% to their 10% or lower.Cost segregation, short-term rental rules, and renting your own home to your business. Clients have saved $20k+ through cost segregation and $3,500+ with the Augusta Rule.
Turns property you already own into tax savings.A tax move that leaves you short on cash is not a win. We look at receivables, payables, bonuses, and big commitments so a smart tax decision never becomes a cash crisis.
You save on taxes without getting caught short.Pre-scheduled strategy meetings before year-end, and a team that answers within one business day. Not a once-a-year handoff of documents and a return.
A partner in the business, not a filing service.We confirm you are a fit and answer your questions. No pressure, no hard sell. If it is not right, we will tell you.
No waiting until tax season. You get a welcome note and your onboarding is scheduled with your dedicated team right away.
We get the right access and square everything away. We take over your bookkeeping and accounting, or work alongside your current bookkeeper, so it comes off your plate, not onto it.
We map out exactly where the savings are and put the strategies in place while there is still time to act, not after the year closes.
Proactive planning, year-round answers, and a team that has your back. You get to put your attention back on the business.
If your business has outgrown a single return, we go deeper. Coordinated multi-entity structure, partner and bracket planning, reinvestment strategy, and getting your business ready to sell for what it is actually worth, with your after-tax proceeds in mind. Bring it up on your call and we will route you to the right conversation.
“After five years with a large CPA firm, I made the switch. The completeness and smoothness of filing with Ricky and his team has me wondering why I didn’t have a stress-free experience with my previous firm, who charged more. A clear, transparent process that warrants 6 stars.”
“Hiring Ricky Moore was the best decision I’ve ever made for my business. I rest easy knowing I’m getting the best tax return possible, and Ricky’s always available to discuss ideas and options. Love the monthly pricing over a traditional CPA structure.”
“Ricky and his team are the best in the business. They treat you like family and are always very responsive. I will always use them to manage my taxes and business returns.”
One call tells you where you stand and what it is costing you. Fixed fee, all 50 states, no hourly billing, and no obligation.