Tax & Business Advisory.
Our first goal is to identify your goals and pain points. Then, we teach you about tax savings and accounting best practices. We work all of these into a strategy unique to you and your business.
This strategy will guide all decisions we make together. We keep it updated with our approach to planning that includes keeping our eye on tax changes and relevant industry data. We are always looking for ways to improve your plan and stand ready to make adjustments as your goals and pain points change.
Nine strategy areas we cover.
Below is the full advisory service list. We do not bill these à la carte — they are the toolkit we apply to your specific situation.
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Entity Structure Planning
Choosing and maintaining the right legal structure (sole proprietorship, partnership, LLC, S-corp, C-corp) for your tax position, owner compensation, and operational needs — and revisiting it as your business evolves.
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Business Income Strategies
Coordinating how income is recognized across the business and the owner's personal return so the combined tax outcome is intentional, not accidental.
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Business Operations and Documentation
Setting up the day-to-day workflows and paper trail (contracts, owner advances, accountable plans, board minutes) that make tax positions defensible if examined.
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Accounting System Configuration
Configuring your books in QuickBooks, Xero, or whichever platform you use, so the data the tax plan depends on is reliable and current.
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Cashflow Planning
Building a clear picture of expected inflows and outflows across the year so tax payments, retirement contributions, and owner distributions are funded ahead of time.
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Company Fringe Benefits
Identifying which benefits the tax code rewards (health, retirement, vehicle, home office, education) and structuring them so they pass IRS scrutiny.
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Education Savings Plans and Income Shifting
Strategies for funding children's education and shifting income to family members in lower brackets when the structure supports it — within the rules.
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Independent Contractor Management & Reporting
Keeping 1099 versus W-2 classifications clean, building the documentation that supports the classification, and handling the year-end reporting.
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Rental Property Operations
Running rental real estate through the right entity, cost-segregation considerations, passive-activity rules, and coordination with the rest of the owner's tax picture.
Before you engage advisory services.
How is this different from filing a tax return?
Filing reports the past. Advisory shapes the future. We work alongside you all year to position transactions, structure, and compensation before they happen. The return is the receipt of decisions we already made together.
Do I need a separate accountant if I engage Acuity for advisory?
No. Most clients combine our advisory work with our maintenance services so one team holds the strategy, the books, and the filing. If you have an existing bookkeeper or controller you want to keep, we can work alongside them.
What size businesses do you typically work with?
Most of our advisory clients are owner-operated businesses with annual revenue between roughly six and eight figures, though we also serve larger multi-state and multi-entity clients. Specific industry experience listed once tooling and industries are confirmed.
A 30-minute strategy session. No pitch.
We respond to every inquiry within 24 hours. Three Utah offices · serving clients statewide.