Notes
Written the way the work is done.
Short explanations of the choices this practice actually asks clients to make. Not a news feed, and not advice for a return I have not seen.
October 2026 · 4 min
Which monthly package fits
Essential, Growth, and Strategic Advisory are different jobs. The price is not a discount between them.
October 2026 · 3 min
When a second owner changes the work
A second owner or a second entity is not a published add-on on Essential, Growth, or Strategic Advisory.
October 2026 · 3 min
Returns are a separate engagement
The three published packages are advisory. Preparing a return is not included in the monthly fee.
September 2026 · 4 min
A Texas LLC owned by spouses
Community-property rules can change whether that company is a partnership or a disregarded entity. The return follows the choice.