Proactive Tax Strategy Packages
Quarterly Advisory Engagements Tailored to Your Business
At Gulla CPA, tax planning isn’t just about filing returns—it’s about staying ahead. Our quarterly Tax Strategy Packages give you year-round guidance, predictable outcomes, and strategic insight to help you reduce liabilities, avoid surprises, and keep more of what you earn.
What’s Standing Between You and Tax Efficiency?
01.
Unexpected tax bills that disrupt cash flow
02.
Lack of visibility into quarterly obligations
03.
Outdated tax strategies that don’t evolve with your business
04.
Limited guidance on how to structure compensation or retirement contributions
05.
Missed opportunities for deductions, credits, and entity optimization
06.
No year-round tax advisor to guide decisions as your business grows
Tailored Engagements for Every Stage of Growth
Essential Engagement
Foundational Tax Planning
Best for: Solopreneurs and small businesses looking to build smart tax habits and avoid surprises.
Quarterly review of financials with a tax strategy focus
Accurate federal & state tax estimates to avoid penalties
Identification of key deductions and available credits
One 60-minute planning session per quarter
Year-end projection for smooth filing season
Advanced Engagement
Strategic Tax Optimization
Best for: Growing businesses with multiple owners, expanding teams, or evolving operations.
Includes everything in the Essential Engagement, plus:
Entity structure review and tax positioning guidance
Retirement planning (e.g., SEP IRA, Solo 401(k))
Owner compensation strategy: salary vs. distributions
Depreciation planning and timing of asset purchases
Quarterly Tax Strategy Report to document and track changes
One-hour strategic tax session per quarter
Premier Engagement
Comprehensive Tax Leadership
Best for: Multi-entity businesses or firms with complex tax structures and long-term planning needs.
Includes everything in the Advanced Engagement, plus:
Multi-entity coordination and optimization
Equity compensation and stock option planning
Scenario modeling for key business decisions (buy/sell, exit, etc.)
IRS/state correspondence and audit risk minimization
Collaboration with your external advisors (estate planners, attorneys, etc.)
Between-quarter access: Email support + emergency consultation
The Gulla CPA Tax Advantage
Tax season shouldn’t be a guessing game. With Gulla CPA, you gain more than compliance—you gain control.
- Clear insights into what you owe and how to reduce it
- Forward-looking strategies that evolve with your business
- A proactive partner, not just a year-end preparer
The Result? Predictable outcomes, real tax savings, and the confidence that your business is always one step ahead.
What Our
Clients Say
Complimentary Consultation
Let’s Build a Financial Strategy That Grows With You
No obligation—just expert insight into where your business stands and how we can help.
– Dr. Emily R., Healthcare Practice Owner