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Services

MCR Advisory

When a decision has a tax or cash consequence, you get a recommendation in writing with the tradeoffs spelled out before the deadline makes the decision permanent. Advisory builds on your books and returns, so we’re working from the full picture. Because tax planning works considerably better before the transaction.

What you receive

Better decisions before the deadline.

Includes: Tax planning, reporting insight, owner decision support.

Fit, scope, and what you receive

  • Who it is for

    Owners weighing compensation, entity, hiring, purchase, and growth tradeoffs who want one clear recommendation.

  • What you receive

    Tax planning tied to your actual numbers. Owner-level reporting that explains what the statements mean. Decision memos with a recommendation and the tradeoffs stated. For ongoing clients, the annual opportunity review.

  • How it is scoped

    We recommend advisory as a layer on MCR Books or MCR Business Tax, not as a standalone retainer for a new relationship. Tax and accounting come first; advisory builds on clean numbers.

Priced by the question

Tax and accounting advice, priced by the question. You do not need a monthly relationship to get a decision made. A post-season planning session ($450) turns your filed return into a short list of actions with dates. An entity and compensation analysis ($1,250) tells you whether an S corporation makes sense for you, what a defensible salary looks like, and whether the Arizona pass-through election helps. A year-end projection ($750) sets recommended fourth-quarter payments and lists the decisions that must happen before December 31. Each is a fixed fee for a defined question and ends with a written recommendation, an owner, and a due date. If your question turns out to be larger than the engagement, we tell you before we go further and quote the difference. We acknowledge every question within one business day and schedule planning work May through December.

  • Introductory call (20 minutes)

    No charge
    Includes

    Fit, next step, scheduling.

    We reply within one business day.

    Deliverable: a written next step.

  • Discovery meeting (45 minutes, prospective recurring engagements)

    No charge
    Includes

    Structured agenda: goals, risks, recommended scope.

    This is the proposal step, not a service.

    Deliverable: a written summary with recommended scope, fee, and responsibilities.

  • Post-season planning session (75 minutes, May–June)

    $450
    Includes

    We review your filed return and your year ahead: withholding, estimates, Arizona credit forms and the April 15 lookback, retirement contributions, side income, and what changes if your situation changes.

    Deliverable: written recommendations with decisions, owners, and due dates; revised vouchers if needed.

  • Year-end tax projection (individual or owner household, October–December)

    $750
    Includes

    Federal and Arizona projection from year-to-date figures; safe harbor versus projected; withholding or estimate adjustments; purchase timing, retirement contributions, and Arizona credit decisions before December 31.

    Included in Books Advisory.

    Deliverable: a projection memo and revised payment schedule.

  • Entity and compensation analysis

    $1,250
    Includes

    Sole proprietorship versus S corporation, with payroll cost, reasonable-compensation range and its documented method, QBI effect, Arizona PTE election, and administrative burden compared.

    Form 2553 filed if you proceed.

    Deliverable: a recommendation memo with an implementation checklist and dates (Form 2553 timing, payroll setup, estimated payments).

  • Reasonable-compensation review (existing S corporation)

    $500
    Includes

    Documented compensation range for the owner's role and the entity's results.

    Included annually in Books Advisory.

    Deliverable: a memo for the file.

  • Arizona PTE election analysis (standalone)

    $250
    Includes

    Whether the election helps this year given the federal SALT cap and phase-down and the Arizona $10,000 limitation; payment timing.

    Deliverable: a one-page recommendation.

  • Annual owner tax plan

    $2,000
    Includes

    Owner and entity together: projection, compensation, retirement plan choice, purchases and depreciation, Arizona credits, estimated payments, and the year's decision calendar.

    One follow-up meeting.

    Included in Books Advisory.

    Deliverable: a written plan with a dated action list.

  • Second-look review of a prior return

    $200
    Includes

    Written findings on a return another preparer filed.

    If an amendment follows, it is priced from the individual add-on schedule.

    Deliverable: a findings memo with the amendment fee stated.

Schedule an introductory call

Under one firm name

The other services.

MCR Individual Tax
Accurate filing, a clearly explained result, and fewer surprises.
MCR Business Tax
Coordinated business and owner tax compliance.
MCR Books
Reliable numbers and a controlled close.
MCR Compliance
Deadlines handled and exposure reduced.
All services and how they connect

Next step

Know where you stand.

An introductory call covers your situation, the scope we recommend, and what happens next. We reply to every inquiry within one business day.

Schedule an introductory call