Advisory and planning
Smart planning turns tax time from a burden into an opportunity.
Most people think about taxes once a year — when it’s already too late to make changes. At Hiatt Accounting Group, we take a proactive approach, helping individuals and small business owners understand how today’s decisions shape tomorrow’s tax bill. Whether you’re preparing for retirement, growing a business, or planning a major purchase, our goal is simple: help you keep more of what you earn.
Why Clients Trust Hiatt Accounting Group
Year-Round Partnership, Not Just April Advice
Our relationship doesn’t end when your return is filed. We meet with clients throughout the year to review income trends, upcoming changes, and new opportunities — ensuring you’re always one step ahead of the IRS.Tailored Strategy for Your Situation
No two clients are alike. We take time to understand your income sources, investments, and long-term goals to design a plan that fits your life — not a generic template.Deep Tax Expertise
With more than 50 years of combined experience, our team understands how to navigate complex situations — from self-employment and real estate to retirement distributions and multi-entity planning. You’ll get advice grounded in real tax law, not online shortcuts.Coordination With Bookkeeping & Payroll
Because we manage more than just tax returns, we see your entire financial picture. We align your bookkeeping, payroll, and tax strategy so that everything works together — minimizing surprises and maximizing savings.Simple, Actionable Guidance
We translate the tax code into plain English. You’ll leave every meeting with clear next steps and confidence that your plan is working for you.
Our Promise:
At Hiatt Accounting Group, we don’t just prepare taxes — we help you plan your financial future. You’ll have a trusted partner who’s invested in your success every step of the way.
Annual Tax Planning Session – $250-$400
Ideal for individuals and small business owners looking to proactively manage their tax position before year-end. Includes review of income, deductions, and credits, plus projection of potential tax liability and recommended strategies to minimize taxes. Clients receive a summary report outlining key action items and estimated savings opportunities.
Quarterly Tax Strategy Sessions — $200–$250 per session
Ongoing planning for business owners or higher-income individuals who want continuous guidance throughout the year. Covers estimated tax payments, timing of expenses or income, and entity-specific strategies (e.g., S-Corp salary vs. distribution optimization). Available as single sessions or discounted bundles.
Small Business Advisory Package — Starting at $300/month
For entrepreneurs seeking ongoing financial and tax insight beyond compliance.
Includes quarterly planning sessions, basic bookkeeping review, KPI tracking, and strategic advice tailored to your business goals. Perfect for clients transitioning from annual tax prep to year-round partnership.
Year-Round Advisory Retainer – $1,500–$2,500/year
Ongoing support tailored to your needs. Includes quarterly check-ins, tax strategy updates, and advice on business or personal financial decisions throughout the year. A proactive approach to keeping more of what you earn.
*All prices displayed are estimates as each clients situation is unique and will be billed based on services provided.
