The strategy Stan builds.
The team that
executes it correctly.
Most advisory relationships fragment at execution. The strategy meeting ends, the documents go to an unlicensed associate, and the accountant who designed the plan has no visibility into whether it was implemented correctly. Stan Advisors does not work that way. One principal. One credentialed team. One standard across every service.
Tax Strategy
Your return is prepared by Shannon — an Enrolled Agent, federally licensed to prepare returns, represent you before the IRS, and manage compliance. Most firms hand tax preparation to whoever is available. We hand it to someone whose credential says she is specifically qualified to do it. That distinction matters when something goes sideways.
“Two years on Schedule C. Full self-employment tax. No retirement plan. No accountable plan. First conversation changed everything. S-corp election, Solo 401(k), documented reimbursement plan — year-one impact: $28,000.”
LLC Owner, Consulting Business- S-corp election analysis, timing, setup, and payroll structuring
- Accountable plan design — reimburse home office, vehicle, and equipment tax-free
- Qualified Business Income (QBI) deduction modeling and optimization
- Retirement plan selection and setup — Solo 401(k), SEP-IRA, defined benefit plans
- Entity structure review — LLC, S-corp, C-corp, multi-entity strategies
- Owner compensation design to minimize self-employment and payroll tax
- Augusta Rule and legal home-rental income strategies
- Vehicle and home office deduction structuring
- Real estate strategy — cost segregation, bonus depreciation, 1031 exchanges
- Year-round tax projection and estimated payment management
- Capital gains timing and tax-loss harvesting coordination
- State and local tax nexus review for multi-state business activity
- Federal and state business and personal tax return preparation and filing
Business Advisory
For business owners navigating a sale, a significant income year, a structural change, or a wealth decision that interacts with their tax position. The analysis covers both sides of the picture — what the decision means for taxes and what it means for the financial outcome — by one advisor who sees both, not two advisors who never talk.
“Six months from a close with no structure in place. Stan mapped the full tax picture, proposed an installment arrangement, and found a number in the transaction that made the engagement fee look trivial. We would have left it on the table without that conversation.”
Business Owner, Pre-Exit Engagement- Entity review and restructuring for growing or evolving businesses
- Business exit and succession planning with tax-efficient deal structuring
- Liquidity event preparation — business sales, buyouts, partnership distributions
- Income acceleration strategy — timing, structure, and tax impact modeling
- Cash flow planning and financial architecture for business owners
- Wealth positioning and long-range planning for high-income earners
- Asset protection strategy and balance sheet review
- Coordination with attorneys, investment advisors, and lenders
- Family wealth and legacy planning conversations
Accounting & Payroll
Dania manages bookkeeping, payroll, and accounting operations. Clean, current, accurate books are not a commodity service here — they are the financial foundation that makes every strategy recommendation Stan makes actionable. You cannot make a $69,000 retirement plan contribution on inaccurate income figures. The accounting is held to the same standard as the strategy because it has to be.
“Three years of tangled books. Within 90 days the records were clean, the S-corp payroll was structured correctly, and the accountable plan was processing monthly reimbursements. The books went from a liability to a management tool.”
S-Corp Owner, Service Business- Monthly bookkeeping and financial statement preparation
- Payroll processing, direct deposit, and payroll tax filing
- S-corp payroll setup and reasonable compensation compliance
- QuickBooks setup, cleanup, and ongoing management
- Accountable plan expense tracking and reimbursement processing
- Contractor 1099 filing and compliance
- Bank and credit card reconciliation
- Accounts payable and receivable oversight
- Audit-ready recordkeeping and documentation standards
Free · 20-25 minutes · Phone or Video
Most clients identify at least one gap in the first conversation. Stan reviews your entity, your income, and your current setup — and tells you what the gap is worth in dollars. Fifteen minutes. Free.