Proactive strategies and reliable compliance—designed to keep your business ahead of the curve and on the right side of the IRS.
Tax Isn’t Just Seasonal—It’s Strategic
For many business owners, tax is something that comes up once a year. But smart tax management is a year-round effort—and waiting until tax season often means missed opportunities and preventable risks. Too often, tax services are limited to filing forms and hoping for the best. We go beyond basic tax preparation to help you plan ahead, avoid costly mistakes, and identify real opportunities.
At the Messari Group, we take a proactive, advisory-first approach to tax. We don’t just prepare your returns—we guide your decisions so you’re always positioned for compliance and advantage.
Whether you’re an individual, a growing startup, or an established business, our CPA-led team helps ensure that taxes support your bigger financial goals—not get in the way of them.
Why Planning Matters
For many business owners, tax is something that comes up once a year. But smart tax management is a year-round effort—and waiting until tax season often means missed opportunities and preventable risks. Too often, tax services are limited to filing forms and hoping for the best. We go beyond basic tax preparation to help you plan ahead, avoid costly mistakes, and identify real opportunities.
Most firms focus only on reporting what already happened. We focus on shaping what happens next.
Our tax planning process begins with a deep understanding of your financial picture, business structure, and future goals. From there, we craft a personalized strategy that accounts for deductions, entity structure, retirement planning, and more—all aligned with current tax laws and upcoming changes.
We help you
Reduce taxable income legally and effectively
Time major decisions to maximize tax benefit
Planning purchases, investments, or distributions strategically
Preventing surprises at year-end with quarterly check-ins and forecasting
Accuracy and Reliable Compliance
There’s nothing worse than second-guessing your tax filings. With the Messari Group, you won’t have to.
Our team handles all aspects of tax preparation and compliance—meticulously, accurately, and on time. We stay current on ever-changing tax laws so you don’t have to, and we flag potential issues before they become problems. Tax code changes frequently, and mistakes can be costly. That’s why we don’t leave anything to chance.
If you’re ever flagged or questioned, we don’t walk away. We stand with you, respond on your behalf, and guide you through every step.
We Don’t Disappear After April
Our tax work doesn’t end when your return is filed. As your business evolves, so do your tax needs. We proactively schedule and provide quarterly reviews and strategic check-ins to adjust your plan as necessary. —available for questions year round, reviews, and adjustments whenever your financial situation shifts.
Only when the books are “right” can you cut costs, grow revenue, and tighten controls. And, strictly adhering to regulatory requirements is our professional and fiduciary duty.
You can count on us for:
Strategic tax planning
Individual and business tax return preparation
Entity selection and restructuring guidance
IRS representation
Multi-state tax compliance
Quarterly tax projections and estimated payments
Book Your Free Consultation
We’ll walk you through the process, answer your questions, and give you the clarity you need to move forward with confidence.