(888) 450-3451

Tax Services for Financial Advisors

You manage $50M+ AUM. But your own books are 3 months behind.

Your fragmented tax setup is costing you $17K-$30K annually. Or if you're earning $400K+, potentially $340K-$520K.

Call (888) 450-3451

The Financial Advisor Tax Problem

You optimize client portfolios all day. But your tax structure? Fragmented.

Your Bookkeeper

  • Tracks RIA revenue (AUM fees, planning fees)
  • Doesn't understand SSTB (Specified Service Trade or Business) rules
  • Doesn't coordinate with your CPA on QBI deduction
  • Can't optimize 1099 vs W-2 vs K-1 income streams

Your CPA

  • Files your return once a year
  • Never sees monthly RIA operations or growth trajectory
  • Doesn't coordinate management company strategies
  • Can't plan around QBI phase-out thresholds proactively

You

  • Managing client portfolios during market hours
  • Own books always last priority
  • Nobody coordinating income streams with tax planning
  • QBI deduction potentially phasing out without optimization

What This Fragmentation Costs Financial Advisors:

$17K-$30K/year

For solo advisors or small RIAs earning $150K-$400K profit

$340K-$520K/year

For advisors with $50M+ AUM earning $400K+ household income

What Integration Catches for Financial Advisors

JK

James Kim

Independent RIA, San Diego, CA

$65M AUM | $420K annual profit | Complex comp structure (1099 + K-1)

"I help clients optimize their investments, but my own tax structure was a mess. My bookkeeper and CPA never talked about my management company setup. Rick found $34K in QBI optimization I was missing, plus another $18K through entity restructuring. Integration caught what I couldn't see."

$52,000

Annual Tax Savings

QBI optimization: $34K | Management company structure: $18K | Retirement stacking: $12K | Home office actual expenses: $4K | Multi-entity coordination eliminated SSTB phase-out issues

What Your Current Setup Is Missing

QBI Deduction Optimization

Why it's missed: As an SSTB (Specified Service Trade or Business), your QBI deduction phases out above $400K (married filing jointly). Your CPA files what you earned. Nobody's proactively managing income allocation to stay below thresholds.

With integration, we structure management companies and coordinate income streams to maximize QBI before phase-out.

Potential savings: $15K-$42K/year

Management Company Structure

Why it's missed: Most advisors take all income through their RIA. Your CPA might not suggest separating investment advisory (SSTB) from financial planning services (non-SSTB) through a management company to avoid QBI phase-out.

With integration, we model different entity structures and optimize income allocation between them.

Potential savings: $18K-$55K/year

Retirement Plan Stacking

Why it's missed: Most advisors have standard 401(k)s. Your CPA doesn't analyze if combining 401(k) + profit-sharing + cash balance plan could get you to $200K+ contributions vs $23K limit.

With integration, we analyze profit levels and stack multiple plan types for maximum contributions.

Potential savings: $35K-$80K/year

Income Stream Coordination (1099, W-2, K-1)

Why it's missed: Many advisors have multiple income streams: RIA fees (1099), consulting work, partnership interests (K-1). Your bookkeeper tracks them separately. Your CPA files them separately. Nobody's optimizing the mix.

With integration, we coordinate all income streams to minimize overall tax burden and maximize QBI.

Potential savings: $12K-$32K/year

Augusta Rule for Client Meetings

Why it's missed: If you meet clients at your home office, you can rent your home to your RIA for up to 14 days/year tax-free under Augusta Rule. Most CPAs never mention this strategy.

With integration, we document legitimate business use and implement Augusta Rule for up to $20K tax-free annually.

Potential savings: $7K-$14K/year

Cost Segregation on Office Space

Why it's missed: If you own your office building or have significant tenant improvements, your CPA takes straight-line depreciation. Cost segregation studies can accelerate depreciation significantly.

With integration, we run cost seg studies and coordinate timing with RIA income to offset taxes.

Potential savings: $25K-$85K (one-time)

Two Solutions for Financial Advisors

Tax Essentials

For solo advisors or small RIAs earning $150K-$400K profit

Integrated Tax Services:

  • Monthly bookkeeping (RIA + personal)
  • Quarterly tax planning with RIA industry expertise
  • Annual tax preparation (business + personal returns)
  • QBI deduction optimization
  • QuickBooks Online included
  • One team, complete coordination
$780-$1,230/month

$9,360-$14,760 annually

24-month commitment (2 tax seasons)

$17K-$30K

Annual tax savings for financial advisors

Net after fee: +$7K-$15K in your pocket

See Tax Essentials Details

Tax Architecture

For advisors with $50M+ AUM earning $400K+ household income

Everything in Tax Essentials, PLUS:

  • Rick Abdallah (EA, CPA, JD, MBA) as your strategist
  • Management company structures (SSTB optimization)
  • Retirement plan stacking ($200K+ contributions)
  • Multi-entity coordination (RIA + management company + real estate)
  • QBI phase-out avoidance strategies
  • Exit planning for practice sale
$2,030-$5,030/month

$24,360-$60,360 annually

36-month commitment (3 tax seasons)

$340K-$520K

Annual tax savings for high-AUM advisors

ROI: 12-15X guaranteed

See If You Qualify

You Manage Client Money. Let Us Manage Your Books.

Two ways to get started:

Free Return Review

Send us your last tax return (RIA + personal). We'll show you what was missed—specific to SSTB and QBI rules for advisors. No obligation. Takes 48 hours.

Request Free Review

15-Minute Call

Discuss your RIA structure and AUM. We'll tell you which service makes sense and what you're potentially missing.

Call (888) 450-3451

Mon-Fri 9AM-6PM EST