There's a difference between filing taxes and reducing them.
Most business owners have a tax preparer. Not a tax strategy. We fix that.
You're in the right place if:
• You're running a business, investing in real estate, or earning from multiple sources. And your taxes still feel reactive.
• Your accountant files your return. Nobody's talking to you about strategy.
• You feel like you're leaving money on the table but can't point to exactly where.
• You want an advisor who knows your situation year-round, not just in April.
What's Included
Everything you need in one engagement.
Tax planning, compliance, bookkeeping, and advisory access — built as a single package, not a menu of add-ons.
Tax Planning
Strategy before the year closes, not after.
You get a planning partner for the year — proactive strategy, clean compliance, and access when you need it.
Entity Structure
Deduction Optimization
Year-Round Planning
Real Estate Strategies
Tax Compliance
Filed accurately and timely.
Federal and state returns for your business and personal filing, handled accurately and on time. Compliance is part of the package — not a separate engagement.
Business Returns
Personal Returns
State Filings
Amended Returns
Bookkeeping & Financial Reporting
Clean books are the foundation of good planning.
We handle monthly bookkeeping and produce financial reports you can actually use to make decisions.
Monthly Bookkeeping
Financial Reports
P&L Statements
Advisory Access
Questions don't follow a calendar.
Ongoing access to ask about a deal, a structure change, a new investment — without waiting until next April.
Year-Round Access
Deal Review
Strategy Sessions
Our Process
How It Works
Four steps from introduction to planning partner.
Step 1
Schedule
Book your free 30-minute strategy call. Before you pick a time, answer a few quick questions about your situation so we show up prepared.
Step 2
Strategy Review
We do a full review of your returns, business structure, and financial picture. We find what's working, what's not, and what's potentially being left on the table.
Step 3
Planning Starts
You get a planning partner for the year. Proactive strategy, clean compliance, and access when you need it.
Step 4
Year-Round Partnership
Quarterly check-ins, ongoing advisory access, and an annual strategy refresh. We're thinking about your tax situation before you have to ask.
Why Gwintax
Why clients choose us.
We're selective about who we work with.
When we engage, you get our full attention. Not a piece of it.
We use AI as a planning edge, not a shortcut.
Faster research, deeper scenario modeling, and strategies others miss. Client information never enters consumer AI tools.
We think about your whole picture.
Business income, real estate, W-2 wages. Most advisors specialize in one. We're built for the client who has all three.
FAQs
We’ve Got the Answers You’re Looking For
Quick answers to your AI automation questions.
What's the difference between tax planning and tax prep?
When is the right time to start thinking about tax planning?
I already have a CPA or accountant. Can I still work with you?
How often will we communicate throughout the year?
What does an engagement typically cost?
You're building something worth protecting. Let's protect it.
The first conversation is free.