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Advisory Services – Tax Oriented

You might find yourself having a question or needing help that goes outside the simple filing of a tax return or the completion of a bank reconciliation. Beyond the compliance work of bookkeepingtax filings, and auditsaccounting professionals can help businesses improve their profitability, pay fewer taxes, increase their cash flow, and become more efficient with technology. This work, which we call advisory work, is where you can get a real return on investment in your services with us.
Advisory services are designed to help you reach your business’s financial goals faster. Here are some of the ways we can help you.

Tax Planning

Sabo CPA can help you be proactive about your tax bill by thinking ahead and planning activities and transactions designed to reduce your taxes. This service includes a review of your situation and goals and includes one or more planning sessions to present options available to you to legally pay fewer taxes.  We can advise you on:

  • Individual tax planning
  • Providing tax projections throughout the year
  • Assisting with the tax requirements of certain situations that may come up in your life, such as marriage, divorce, settlements, windfalls, investment transactions, international work, illness, or death of a family member.
  • Transferring wealth to children and estate planning
  • Choosing the most advantageous type of entity for your business
  • Corporate tax planning

Business Consulting

Business consulting services span many areas. We will discuss with you your business goals and current challenges and guide you toward solutions to achieve your goals and solve your issues. Here are some areas where we have experience providing solutions:

  • Cash flow improvement.
  • Financial review and performance analysis.
  • Strategic planning and budgeting.
  • Capital expenditure and project analysis.

Talent Acquisition

Getting the right people on board your business is essential to success. We can help you evaluate your accounting department staff. We can provide the technical evaluation of candidates’ and employees’ accounting skills so that you know for sure you have the right people doing an accurate and timely job for you.


Sabo CPA can assist legal counsel in reviewing the tax aspects and considerations or pre- and post-divorce.

Additionally, advisory services can include assisting legal counsel in evaluating post-divorce documentation and tax return analysis. Sabo has provided assistance with courtroom expert witness testimony resulting in substantial post-divorce matters regarding financial and tax information analyses.

No matter what your tax, accounting, business, or financial issue is, feel free to give us a call so we can get started helping you today with our accounting advisory services for businesses and individuals.