At Southeast Tax Advisors LLC, we believe in being more than just your CPA; we strive to be your complete business partner. Introducing our subscription-based tax planning service, designed to provide you with comprehensive support for a small, fixed monthly fee.

Unlike traditional tax preparation, where we only connect once a year to process your documents, our subscription model allows for ongoing collaboration throughout the year. We understand that your personal and business circumstances evolve, and we are here to adapt alongside you. By meeting at least four times a year, we can gain a deeper understanding of your current situation and long-term financial goals.

Our proactive approach enables us to identify opportunities to mitigate and defer your tax liabilities, maximizing your financial potential. With regular check-ins, we can strategize and implement tailored tax planning solutions that align with your unique needs.

Are you ready to redefine your tax planning experience and start taking control of your finances? Make sure to contact us today, and we can get you set up on this plan. Let’s work together to build a solid financial future where your goals are not just met, but exceeded.

Get in touch

Contact Us Today!

L. Max Pollack, CPA

CEO / Managing Member

Southeast Tax Advisors LLC

Your complete business partner