Proactive Tax Planning + Business Advisory
Your business is growing. Your tax strategy should, too.
Farris CPAs + Advisors provides proactive, year-round tax planning and advisory for business owners, real estate investors, and high-income earners—helping you make confident decisions and plan for what’s next.
The Difference
Tax season shouldn’t be the first time we talk.
Traditional Tax Preparation
Records what already happened.
Centers the relationship around filing
Responds after decisions are made
Focuses on forms and deadlines
Starts over again next tax season
The Farris Approach
Plans for what happens next.
Plans throughout the year
Evaluates opportunities before you act
Connects your taxes to the bigger picture
Helps put the strategy into motion
How We Help
Plan ahead. Find tax savings. Keep growing.
Tax savings rarely happen by accident. We bring tax strategy into your financial decisions before they are final—helping you identify legitimate opportunities to reduce your tax burden, keep more of what you earn, and avoid missing time-sensitive strategies.
Strategic Tax Planning
Find the tax-saving opportunities hiding in the numbers.
We review your full financial picture, identify potential savings strategies, and build a tax plan around your business, investments, and goals.
Ongoing Advisory
Ask before you act.
When an important decision arises, you have a trusted CPA to call. We help you understand the tax impact, weigh your options, and choose your next move with confidence.
Implementation + Monitoring
Turn the plan into action.
We help move your strategy forward, monitor progress, and make adjustments as your business, investments, goals, or tax laws change.
Tax Preparation + Compliance
File with the bigger picture in mind.
Your annual tax return reflects the strategy and decisions made throughout the year—not an isolated transaction completed every spring.
Who We Help
Built for your next stage of growth.
Business Owners
Your business and personal finances do not exist in separate worlds. We help you plan for growth, purchases, compensation, retirement, new ventures, and other decisions that affect both.
Real Estate Investors
Every acquisition, improvement, sale, and ownership decision has tax implications. We help you understand them before you move—and build a strategy that supports your portfolio and long-term goals.
High-Income Earners
A higher income often brings a larger tax burden and more complex financial decisions. We help executives, professionals, and other high earners identify planning opportunities involving compensation, investments, retirement, and their overall after-tax picture.
You May Be Ready for a More Strategic CPA If…
Your business, income, or investments have become more complex.
You want advice throughout the year—not just at tax time.
You are preparing for growth, a major purchase, or a new venture.
You want to understand the tax impact before making a decision.
You are ready to act on thoughtful recommendations.
What Proactive Planning Looks Like
Results that go beyond the tax return.
Before The Decision
See the Impact Clearly
A construction business owner came to Farris CPAs frustrated with their high tax burden each year.
Before Tax Time
Face Fewer Surprises
We proactively developed a customized plan for tax reduction.
While There's Still Time
Put Strategy to Work
With time to act, we implemented legal entity restructuring, retirement planning, and other tailored strategies.
After One Year
$120,925 Saved
The combined strategies generated $120,925 in first-year tax savings. Many are recurring—designed to continue creating value and build on one another year after year.
Disclaimer: Case study results are not typical and do not guarantee future outcomes. Results vary based on each client’s individual facts and circumstances. Because financial information is confidential, Farris CPAs does not track or publish typical client results. This website provides general information only and does not constitute tax, accounting, investment, legal, or other professional advice.
Testimonials
Our clients say it better than we can.
Smart, Responsive, and Genuinely Good People
“Running a small business can be overwhelming, and Andrea’s team has carried that weight with me since day one. They strategize with me every year on how to maximize my opportunities and savings, and when questions came up with the IRS, they handled it. They are smart, responsive, and genuinely good people. I’m grateful they’re on my team.”
– Justin Patton, The Trust Architect Group
Common Assumptions
Let’s clear a few things up.
“My CPA already prepares my taxes.”
That’s great. We work before the return is prepared—while there’s still time to identify opportunities, evaluate strategies, and make informed decisions.
“I don’t make enough to need tax planning.”
Tax planning isn’t only about income. Complexity and opportunity matter, too. If you own a business, invest in real estate, or make significant financial decisions, proactive planning may create meaningful value.
“I don’t want to pay more for my CPA.”
We understand. Our goal isn’t to add cost without purpose—it’s to identify opportunities and provide guidance that creates meaningful value for your business.
“I already have a financial advisor.”
We don’t replace your financial advisor. We can collaborate with them to keep the tax impact in view and help improve your overall after-tax outcome.
“I’m too busy to meet with an advisor.”
That’s exactly why we’re here. We organize the process, simplify your options, and focus your attention on the decisions that truly need your input.
“I can find tax strategies online.”
You absolutely can. The challenge is knowing which strategies apply to your situation, how they work together, and how to implement and document them correctly.
How It Works
A clear path to proactive planning.
- Fit Review
- Discovery Call
- Custom Proposal
- Build the Plan
- Implementation
- Ongoing Advisory
Fit Review
Complete a brief questionnaire about your business, real estate investments, or household income. Your responses are then assessed automatically, and if our services appear to be a good fit, you’ll be directed to schedule a discovery call.
Discovery Call
We’ll discuss your current situation, goals, and where proactive tax planning and advisory may create meaningful value.
Custom Proposal
Based on what we learn during the discovery call, we’ll recommend the level of planning and support that best fits your needs. You’ll receive a clear proposal outlining the scope of work, what’s included, and your investment.
Build the Plan
We take a closer look at your complete financial picture, identify potential opportunities, and develop a strategy around your priorities.
Implementation
Together, we choose the right next steps and begin implementing the strategies that make sense for you.
Ongoing Advisory
We continue the conversation throughout the year—monitoring progress, answering questions, and adjusting the plan as your business and financial life evolve.