Two advisors who
never talk cost you
more than you think.
Your tax preparer and your financial advisor are making decisions that interact. The S-corp salary your accountant sets changes your Solo 401(k) ceiling. Your retirement plan design changes your QBI deduction. Your QBI deduction changes how your compensation should be structured. When those decisions are made in separate offices by people who never compare notes, the gap between what was possible and what was filed is measured in five figures. Every year.
Every financial decision
you make changes
the tax on the next one.
S-corp salary affects retirement plan contribution limits. Retirement plan contributions affect QBI. QBI affects whether a defined benefit plan makes sense. The defined benefit plan affects how you should structure compensation going forward. None of these are independent decisions — but every financial advisor and every accountant treats them as if they are.
Stan Advisors holds the entire picture simultaneously. Entity structure, compensation design, retirement planning, tax projection, investment positioning — one advisor, one integrated strategy, accountable for the whole outcome. The decisions that used to fall through the gap between disciplines are now made correctly, in the right sequence, before the year closes.
For owners approaching a sale, an income acceleration year, or a structural transition, integrated advice is not a premium — it is the difference between a tax-efficient outcome and one that costs a number you will remember for years.
“Your accountant sees the tax return. Your financial advisor sees the portfolio. Neither of them sees what the other is doing — and the gap between those two views is where most of the opportunity lives.”— Stan, Principal, Stan Advisors
Four disciplines.
One integrated plan.
Advisory at Stan Advisors spans four interconnected disciplines. Engagements can focus on one area or encompass all of them — depending on where you are and where you are trying to go.
Tax Strategy
Proactive federal and state tax planning built around your income structure, entity design, investment activity, and long-range goals. Year-round — not a once-a-year filing exercise. S-corp elections, retirement plan optimization, accountable plans, real estate strategy, and more.
Full Tax Strategy PageFinancial Planning
Integrated guidance for professionals and business owners navigating income acceleration, equity compensation, liquidity events, and long-range wealth positioning. Retirement plan selection, insurance review, account structure, and asset location — coordinated alongside your tax strategy.
Business Advisory
Entity design, compensation structure, exit planning, and operational financial decisions — analyzed through both the tax and financial planning lens at once. Whether you're growing, transitioning, or preparing for a sale, the structure you choose now determines the outcome you get later.
Wealth Positioning
Investment account structure, asset location strategy, insurance review, and balance sheet optimization — coordinated alongside tax planning rather than managed separately. The goal is a financial picture that compounds in your favor at every level.
Four principles behind
every recommendation.
Anticipate. Don't react.
The most valuable advisory work happens before the problem exists — before the tax year closes, before the transaction executes, before the deadline passes. Once you are reacting, your options have already narrowed. Stan Advisors operates on the planning calendar. Not the filing calendar.
Integration is the product.
A recommendation that optimizes one dimension without accounting for the others is not a complete recommendation. It is a partial answer. Partial answers cost money. Every decision here is analyzed against everything else happening in your financial picture at the same time.
Numbers, not frameworks.
Every recommendation comes with a dollar estimate, an implementation path, and a deadline. “It depends” is not a deliverable. You leave every engagement knowing what we recommend, what it is worth in your specific situation, and exactly what it takes to execute it.
Stan. Every time.
You work with Stan. Not a junior associate. Not a rotating team. Not someone who needs to be briefed before the call. The person who built the strategy is the person on the phone. That is not a differentiator here — it is the model.
Free · 20-25 minutes · Phone or Video
We review your entity, your income structure, and your current advisory arrangement — and tell you exactly where the gaps are and what they are worth in dollars. Fifteen minutes. No pitch.