Tax Advisory services

Flair Financial advisory services handles all of your business finance, tax, and compliance needs, leaving you to focus on what you are good at and helping you to keep more of your hard earned money in your pocket.

Full service packages include: bookkeeping, accounting, payroll, tax compliance, tax strategy and CFO services.

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Tax Advisory services

Proactive tax planning and advisory for service-based businesses ready to save more and scale smarter.


Whether you're a growing firm looking to lower your tax bill or a mid-size owner wanting strategic guidance, our advisory retainers give you year-round support tailored to your specific goals and requirements. We focus on legal tax reduction, smart structuring, and planning that fits your life and business.


Monthly subscriptions start at $995, with no long term contracts or cancellation fees.

  • Monthly bookkeeping services: Full service bookkeeping to make sure your business expenses are organized and nothing is missed.

  • Monthly reconciliation of accounts to ensure accuracy and review of current financials. Accurate up to date numbers give us the true picture of your projected income.

  • Full service payroll including employee deferrals, reasonable compensation, and payroll tax management.

  • Proactive planning and strategy meetings based on your exact financial situation. This is where the tax savings really pay off. Quarterly meetings & direct messaging with our team.

Discover a clear path to building your wealth with our meticulous tax planning and advisory services

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The Discovery Phase

In our free discovery call we get to know our potential clients, and work toward understanding what their needs, desires, and future goals are.
If it is determined that we are a good fit to work together we will take the steps to begin the engagement, and request the necessary information needed to begin the onboarding process.

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The Strategy Call & Implementation Phase

Onboarding will consist of doing all of the back-end work needed to ensure the taxpayer is in good standing with the applicable taxing authorities and up to date with all current financial and accounting processes. Additional steps will be taken as needed to assist the taxpayer in gaining a clear view of current and projected tax liabilities and potential opportunities available.

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The Maintenance & Scale Phase

Your advisory package will kick into gear immediately after the initial onboarding has been completed. This phase is intended to support you with your ongoing needs, make live updates to your tax plan, and to help you remain in compliance with the IRS and state taxing authorities so that the estimated savings are defendable and realized in your tax returns.

  • Kurtis Downs, Pro Athlete & Business Owner

    "I started working with Rex and the team at Flair Financial after my first consultation, where we discovered I had been consistently overpaying in taxes by THOUSANDS of dollars every year under my previous accountant. They helped me lower my current taxes and got me on an advisory plan to help me with the business and tax stuff that I was needing help with all throughout the year. Thanks so much guys!"

  • Dennis Towne, Investor & Business Owner

    "The advisors at Flair Financial are super awesome, they addressed all of my initial concerns, and have worked with me for many years as I have moved all over the country to implement complex tax saving strategies. You should give them your business, but not so much business that they can't advise me too!"

  • Vanessa Moreno, Real Estate Professional

    "Flair Financial helped me learn how to reduce the taxes for my business income using my rentals as leverage, and also helped me with the steps to start building my retirement. They have been by my side going through all of the processes and continue to be an integral part of keeping everything on track for me. Highly Recommend!"