Tax Advisory Services
STRATEGY THAT SAVES
MORE THAN FILING
Proactive, Year-Round Tax Strategy for Your Business
Tax advisory is about more than compliance—it’s about getting ahead and staying ahead. At Cannon & Brown, we act as your dedicated tax strategist, guiding you through big decisions, new opportunities, and every tax law change that could affect your business. Our team goes beyond tax prep, providing ongoing advice that optimizes your structure, maximizes credits, and uncovers savings you might otherwise miss. With regular check-ins and an eye on your unique goals, we help Oklahoma business owners turn complexity into clarity, confidence, and real financial results.
EXPERT GUIDANCE, EVERY QUARTER
What Our Tax Advisory Service Covers
S-Corp Election & Entity Optimization
Evaluate your business structure and, if beneficial, guide you through switching to (or from) S-Corp, LLC, or other setups to legally minimize taxes.
Retirement & Benefit Planning
Strategic advice on Solo 401(k), SEP IRA, and owner-employee benefits—turning savings into deductions and future security.
Tax Credits & Incentives
Identify, apply for, and track federal and Oklahoma business credits, from R&D to new state incentives.
Frequent Strategy Sessions
Scheduled reviews to update projections, analyze new opportunities, and pivot before year-end for the biggest savings.
IRS Compliance & Risk Avoidance
Proactive guidance to keep every move within legal boundaries—never fear an audit or penalty from a missed detail.
Major Decision Support
On-call advice for purchases, expansions, hiring, or business sales—so every major move is tax-optimized.
BUILT FOR BUSY OWNERS
Who Benefits from Tax Advisory
From established companies to entrepreneurs facing new challenges, our tax advisory services are perfect for Oklahoma business owners who want a true partner in their corner. We regularly help S-Corp and LLC owners, family businesses, and startups navigating growth or restructuring. If you’re making major decisions, want to unlock every savings opportunity, or simply need a year-round tax expert to lean on, this service is for you.
AHEAD OF THE CURVE
Why Trust Cannon & Brown for Tax Advisory?
- Licensed CPAs, not just preparers—experienced in complex, multi-state, and changing tax environments
- Proactive outreach: we bring new strategies and law changes to your attention
- Dozens of Oklahoma businesses advised through restructures, sales, and growth phases
- Case studies: e.g., restructured entities saved clients thousands per year
- Compliance without cutting corners—every recommendation is fully legal and tailored
- Long-term partnership: we review your strategy, not just at year-end
Flexible Advisory—Choose the Level of Support That Fits
Our tax advisory services are available in Enhanced Advisory and Concierge Partnership tiers, so you get as much strategy and hands-on help as you need.
TAX STRATEGY QUESTIONS
Tax Advisory FAQs
How is tax advisory different from tax prep?
Tax advisory is ongoing, strategic guidance that helps you plan and save all year—not just filling out returns at tax time.
Can you help me decide if I should be an LLC or S-Corp?
Absolutely. We analyze your business, compare scenarios, and guide you through entity changes that could save significant money.
What kind of businesses benefit most from advisory?
Any business making major decisions—buying equipment, hiring, expanding, or just wanting to be proactive—will see the most value.
Will you notify me if new tax laws affect my business?
Yes. We keep our clients informed of changes and update your plan to capture new opportunities or stay compliant.
Is this just for big companies?
Not at all. We help small and midsize businesses, family firms, and solo owners—anyone wanting a smarter, more strategic approach.